Pinnacle Associates’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$17.8M Buy
29,527
+67
+0.2% +$41.3K 0.23% 98
2025
Q4
$14.2M Buy
29,460
+631
+2% +$302K 0.18% 123
2025
Q3
$14.4M Buy
28,829
+60
+0.2% +$27.2K 0.19% 122
2025
Q2
$13.3M Sell
28,769
-2,134
-7% -$999K 0.19% 118
2025
Q1
$13.8M Buy
30,903
+840
+3% +$387K 0.2% 110
2024
Q4
$14.6M Sell
30,063
-516
-2% -$281K 0.2% 110
2024
Q3
$13.9M Buy
30,579
+56
+0.2% +$30.1K 0.24% 117
2024
Q2
$14.3M Buy
30,523
+633
+2% +$293K 0.22% 108
2024
Q1
$13.6M Sell
29,890
-689
-2% -$302K 0.21% 117
2023
Q4
$13.9M Buy
30,579
+181
+0.6% +$80.2K 0.23% 118
2023
Q3
$12.4M Sell
30,398
-236
-0.8% -$105K 0.23% 116
2023
Q2
$14.1M Sell
30,634
-59
-0.2% -$27.4K 0.24% 112
2023
Q1
$14.5M Buy
30,693
+5
+0% +$2.35K 0.3% 102
2022
Q4
$14.9M Buy
30,688
+138
+0.5% +$64.1K 0.33% 87
2022
Q3
$11.8M Sell
30,550
-257
-0.8% -$107K 0.27% 110
2022
Q2
$13.2M Hold
30,807
0.29% 106
2022
Q1
$13.6M Buy
30,807
+528
+2% +$214K 0.24% 122
2021
Q4
$10.8M Sell
30,279
-582
-2% -$201K 0.19% 140
2021
Q3
$10.7M Sell
30,861
-659
-2% -$238K 0.2% 135
2021
Q2
$11.9M Buy
31,520
+244
+0.8% +$93.8K 0.22% 129
2021
Q1
$11.6M Sell
31,276
-3,394
-10% -$1.16M 0.22% 126
2020
Q4
$12.3M Buy
34,670
+267
+0.8% +$98.1K 0.25% 108
2020
Q3
$13.2M Sell
34,403
-1,037
-3% -$396K 0.31% 89
2020
Q2
$12.9M Buy
35,440
+552
+2% +$208K 0.32% 91
2020
Q1
$11.8M Buy
34,888
+74
+0.2% +$29.1K 0.36% 78
2019
Q4
$13.6M Buy
34,814
+62
+0.2% +$23.8K 0.3% 94
2019
Q3
$13.6M Buy
34,752
+1,390
+4% +$523K 0.32% 86
2019
Q2
$12.1M Sell
33,362
-227
-0.7% -$75.9K 0.28% 98
2019
Q1
$10.1M Sell
33,589
-2,742
-8% -$804K 0.23% 118
2018
Q4
$9.51M Buy
36,331
+516
+1% +$157K 0.25% 114
2018
Q3
$12.4M Buy
35,815
+3,141
+10% +$1.01M 0.26% 109
2018
Q2
$9.65M Sell
32,674
-600
-2% -$194K 0.2% 139
2018
Q1
$11.2M Buy
33,274
+2,516
+8% +$856K 0.22% 122
2017
Q4
$9.88M Buy
30,758
+315
+1% +$99.3K 0.19% 135
2017
Q3
$9.45M Buy
30,443
+329
+1% +$98.2K 0.17% 145
2017
Q2
$8.36M Buy
30,114
+136
+0.5% +$37.4K 0.16% 151
2017
Q1
$8.02M Sell
29,978
-1,734
-5% -$454K 0.15% 156
2016
Q4
$7.93M Buy
31,712
+780
+3% +$195K 0.16% 151
2016
Q3
$7.42M Buy
30,932
+316
+1% +$79.1K 0.15% 155
2016
Q2
$7.6M Sell
30,616
-1,113
-4% -$262K 0.16% 151
2016
Q1
$7.03M Sell
31,729
-837
-3% -$180K 0.15% 151
2015
Q4
$7.07M Sell
32,566
-679
-2% -$147K 0.15% 148
2015
Q3
$6.89M Buy
33,245
+242
+0.7% +$49.2K 0.15% 154
2015
Q2
$6.13M Sell
33,003
-149
-0.4% -$28.7K 0.11% 181
2015
Q1
$6.73M Buy
33,152
+578
+2% +$114K 0.13% 168
2014
Q4
$6.27M Buy
32,574
+811
+3% +$151K 0.12% 168
2014
Q3
$5.81M Buy
31,763
+232
+0.7% +$39.5K 0.12% 172
2014
Q2
$5.07M Buy
31,531
+2,505
+9% +$407K 0.1% 183
2014
Q1
$4.74M Buy
29,026
+1,102
+4% +$173K 0.09% 181
2013
Q4
$4.15M Buy
27,924
+4,267
+18% +$580K 0.08% 206
2013
Q3
$3.02M Buy
23,657
+1,690
+8% +$205K 0.06% 225
2013
Q2
$2.38M Buy
+21,967
New +$2.24M 0.05% 250

Other funds holding LMT

Pinnacle Associates's LMT Position: Q1 2026 in Review

Pinnacle Associates increased its Lockheed Martin (LMT) stake by 0.23% in Q1 2026, buying an estimated $41.3K and bringing the position to 29,527 shares worth $17.8M. The position accounts for 0.23% of the portfolio, ranked #98.

Pinnacle Associates first reported a position in LMT in Q2 2013 and has held it in 52 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Pinnacle Associates held 29,527 shares of Lockheed Martin worth $17.8M as of Q1 2026.
  • Pinnacle Associates bought 67 Lockheed Martin shares in Q1 2026, an estimated $41.3K.
  • Lockheed Martin made up 0.23% of Pinnacle Associates's portfolio in Q1 2026, its #98 holding.
  • Pinnacle Associates first reported a position in Lockheed Martin in Q2 2013 and has held it in 52 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.