Pinnacle Wealth Planning Services’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 | $379K | Sell |
627
-1
| -0.2% | -$616 | 0.04% | 272 |
|
|
2025
Q4 | $304K | Sell |
628
-13
| -2% | -$6.22K | 0.03% | 316 |
|
|
2025
Q3 | $320K | Sell |
641
-104
| -14% | -$47.2K | 0.04% | 297 |
|
|
2025
Q2 | $345K | Sell |
745
-137
| -16% | -$64.1K | 0.05% | 263 |
|
|
2025
Q1 | $394K | Buy |
882
+28
| +3% | +$12.9K | 0.06% | 204 |
|
|
2024
Q4 | $415K | Sell |
854
-512
| -37% | -$279K | 0.06% | 186 |
|
|
2024
Q3 | $799K | Sell |
1,366
-32
| -2% | -$17.2K | 0.11% | 119 |
|
|
2024
Q2 | $653K | Sell |
1,398
-1
| -0.1% | -$462 | 0.09% | 135 |
|
|
2024
Q1 | $636K | Sell |
1,399
-24
| -2% | -$10.5K | 0.09% | 143 |
|
|
2023
Q4 | $645K | Sell |
1,423
-6
| -0.4% | -$2.66K | 0.1% | 134 |
|
|
2023
Q3 | $584K | Buy |
1,429
+23
| +2% | +$10.2K | 0.1% | 135 |
|
|
2023
Q2 | $647K | Sell |
1,406
-85
| -6% | -$39.5K | 0.1% | 127 |
|
|
2023
Q1 | $705K | Hold |
1,491
| – | – | 0.12% | 125 |
|
|
2022
Q4 | $725K | Sell |
1,491
-54
| -3% | -$25.1K | 0.13% | 109 |
|
|
2022
Q3 | $597K | Buy |
1,545
+14
| +0.9% | +$5.85K | 0.11% | 118 |
|
|
2022
Q2 | $658K | Buy |
1,531
+284
| +23% | +$125K | 0.12% | 117 |
|
|
2022
Q1 | $550K | Sell |
1,247
-4
| -0.3% | -$1.62K | 0.1% | 158 |
|
|
2021
Q4 | $445K | Buy |
1,251
+49
| +4% | +$16.9K | 0.09% | 176 |
|
|
2021
Q3 | $415K | Sell |
1,202
-1
| -0.1% | -$362 | 0.09% | 173 |
|
|
2021
Q2 | $455K | Buy |
1,203
+23
| +2% | +$8.84K | 0.11% | 151 |
|
|
2021
Q1 | $436K | Buy |
1,180
+16
| +1% | +$5.49K | 0.11% | 149 |
|
|
2020
Q4 | $414K | Sell |
1,164
-121
| -9% | -$44.5K | 0.1% | 134 |
|
|
2020
Q3 | $492K | Buy |
1,285
+42
| +3% | +$16K | 0.16% | 99 |
|
|
2020
Q2 | $453K | Sell |
1,243
-54
| -4% | -$20.4K | 0.15% | 117 |
|
|
2020
Q1 | $438K | Buy |
1,297
+115
| +10% | +$45.2K | 0.21% | 96 |
|
|
2019
Q4 | $460K | Buy |
1,182
+195
| +20% | +$74.8K | 0.22% | 100 |
|
|
2019
Q3 | $384K | Buy |
987
+203
| +26% | +$76.3K | 0.21% | 94 |
|
|
2019
Q2 | $285K | Sell |
784
-56
| -7% | -$18.7K | 0.17% | 123 |
|
|
2019
Q1 | $252K | Buy |
840
+11
| +1% | +$3.23K | 0.17% | 118 |
|
|
2018
Q4 | $217K | Sell |
829
-120
| -13% | -$36.4K | 0.14% | 119 |
|
|
2018
Q3 | $328K | Sell |
949
-109
| -10% | -$35.2K | 0.3% | 109 |
|
|
2018
Q2 | $312K | Buy |
1,058
+5
| +0.5% | +$1.61K | 0.3% | 106 |
|
|
2018
Q1 | $356K | Buy |
1,053
+397
| +61% | +$135K | 0.37% | 97 |
|
|
2017
Q4 | $211K | Buy |
+656
| New | +$207K | 0.43% | 56 |
|
Other funds holding LMT
VCM
VPM
Pinnacle Wealth Planning Services's LMT Position: Q1 2026 in Review
Pinnacle Wealth Planning Services reduced its Lockheed Martin (LMT) stake by 0.16% in Q1 2026, selling an estimated $616 and leaving 627 shares worth $379K. The position accounts for 0.04% of the portfolio, ranked #272.
Pinnacle Wealth Planning Services first reported a position in LMT in Q4 2017 and has held it in 34 quarters since. The position peaked at $799K in Q3 2024. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- Pinnacle Wealth Planning Services held 627 shares of Lockheed Martin worth $379K as of Q1 2026.
- Pinnacle Wealth Planning Services sold 1 Lockheed Martin share in Q1 2026, an estimated $616.
- Lockheed Martin made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #272 holding.
- Pinnacle Wealth Planning Services first reported a position in Lockheed Martin in Q4 2017 and has held it in 34 quarters since.
- Pinnacle Wealth Planning Services's Lockheed Martin position peaked at $799K in Q3 2024.
- 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.