Roundview Capital’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 | $2.73M | Sell |
4,525
-44
| -1% | -$27.1K | 0.17% | 123 |
|
|
2025
Q4 | $2.21M | Sell |
4,569
-20
| -0.4% | -$9.57K | 0.14% | 143 |
|
|
2025
Q3 | $2.29M | Sell |
4,589
-64
| -1% | -$29K | 0.14% | 138 |
|
|
2025
Q2 | $2.15M | Sell |
4,653
-59
| -1% | -$27.6K | 0.14% | 138 |
|
|
2025
Q1 | $2.1M | Sell |
4,712
-1,266
| -21% | -$583K | 0.15% | 136 |
|
|
2024
Q4 | $2.91M | Buy |
5,978
+37
| +0.6% | +$20.2K | 0.2% | 114 |
|
|
2024
Q3 | $3.47M | Buy |
5,941
+1,003
| +20% | +$539K | 0.25% | 89 |
|
|
2024
Q2 | $2.31M | Buy |
4,938
+989
| +25% | +$457K | 0.18% | 118 |
|
|
2024
Q1 | $1.8M | Buy |
3,949
+52
| +1% | +$22.8K | 0.15% | 138 |
|
|
2023
Q4 | $1.77M | Buy |
3,897
+1
| +0% | +$443 | 0.16% | 127 |
|
|
2023
Q3 | $1.59M | Buy |
3,896
+177
| +5% | +$78.5K | 0.16% | 138 |
|
|
2023
Q2 | $1.71M | Buy |
3,719
+67
| +2% | +$31.1K | 0.17% | 133 |
|
|
2023
Q1 | $1.73M | Buy |
3,652
+256
| +8% | +$120K | 0.18% | 133 |
|
|
2022
Q4 | $1.65M | Buy |
3,396
+195
| +6% | +$90.6K | 0.19% | 132 |
|
|
2022
Q3 | $1.24M | Buy |
3,201
+215
| +7% | +$89.8K | 0.16% | 141 |
|
|
2022
Q2 | $1.28M | Sell |
2,986
-14
| -0.5% | -$6.15K | 0.15% | 146 |
|
|
2022
Q1 | $1.32M | Buy |
3,000
+157
| +6% | +$63.6K | 0.14% | 154 |
|
|
2021
Q4 | $1.01M | Sell |
2,843
-1,778
| -38% | -$615K | 0.1% | 188 |
|
|
2021
Q3 | $1.59M | Buy |
4,621
+93
| +2% | +$33.7K | 0.18% | 136 |
|
|
2021
Q2 | $1.71M | Buy |
4,528
+530
| +13% | +$204K | 0.19% | 131 |
|
|
2021
Q1 | $1.48M | Buy |
3,998
+1,968
| +97% | +$675K | 0.19% | 134 |
|
|
2020
Q4 | $721K | Sell |
2,030
-28
| -1% | -$10.3K | 0.1% | 185 |
|
|
2020
Q3 | $789K | Sell |
2,058
-273
| -12% | -$104K | 0.12% | 156 |
|
|
2020
Q2 | $851K | Buy |
2,331
+131
| +6% | +$49.5K | 0.14% | 146 |
|
|
2020
Q1 | $746K | Buy |
2,200
+483
| +28% | +$190K | 0.16% | 153 |
|
|
2019
Q4 | $669K | Buy |
1,717
+113
| +7% | +$43.4K | 0.13% | 164 |
|
|
2019
Q3 | $626K | Buy |
1,604
+70
| +5% | +$26.3K | 0.14% | 163 |
|
|
2019
Q2 | $558K | Buy |
1,534
+290
| +23% | +$97K | 0.13% | 165 |
|
|
2019
Q1 | $373K | Sell |
1,244
-1
| -0.1% | -$293 | 0.09% | 176 |
|
|
2018
Q4 | $326K | Buy |
1,245
+383
| +44% | +$116K | 0.09% | 166 |
|
|
2018
Q3 | $298K | Buy |
862
+10
| +1% | +$3.23K | 0.07% | 193 |
|
|
2018
Q2 | $252K | Hold |
852
| – | – | 0.07% | 202 |
|
|
2018
Q1 | $288K | Hold |
852
| – | – | 0.08% | 184 |
|
|
2017
Q4 | $274K | Hold |
852
| – | – | 0.07% | 197 |
|
|
2017
Q3 | $264K | Buy |
+852
| New | +$254K | 0.08% | 187 |
|
Other funds holding LMT
VCM
VPM
Roundview Capital's LMT Position: Q1 2026 in Review
Roundview Capital reduced its Lockheed Martin (LMT) stake by 0.96% in Q1 2026, selling an estimated $27.1K and leaving 4,525 shares worth $2.73M. The position accounts for 0.17% of the portfolio, ranked #123.
Roundview Capital first reported a position in LMT in Q3 2017 and has held it in 35 quarters since. The position peaked at $3.47M in Q3 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- Roundview Capital held 4,525 shares of Lockheed Martin worth $2.73M as of Q1 2026.
- Roundview Capital sold 44 Lockheed Martin shares in Q1 2026, an estimated $27.1K.
- Lockheed Martin made up 0.17% of Roundview Capital's portfolio in Q1 2026, its #123 holding.
- Roundview Capital first reported a position in Lockheed Martin in Q3 2017 and has held it in 35 quarters since.
- Roundview Capital's Lockheed Martin position peaked at $3.47M in Q3 2024.
- 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.