Sequoia Financial Advisors’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
Q2 | $11.5M | Buy |
22,606
+1,465
| +7% | +$792K | 0.06% | 198 |
|
|
2026
Q1 | $12.8M | Buy |
21,141
+128
| +0.6% | +$78.8K | 0.07% | 177 |
|
|
2025
Q4 | $10.2M | Buy |
21,013
+1,228
| +6% | +$588K | 0.06% | 207 |
|
|
2025
Q3 | $9.88M | Buy |
19,785
+4,145
| +27% | +$1.88M | 0.06% | 200 |
|
|
2025
Q2 | $7.24M | Buy |
15,640
+2,790
| +22% | +$1.31M | 0.05% | 218 |
|
|
2025
Q1 | $5.74M | Sell |
12,850
-73
| -0.6% | -$33.6K | 0.04% | 250 |
|
|
2024
Q4 | $6.28M | Buy |
12,923
+635
| +5% | +$346K | 0.06% | 229 |
|
|
2024
Q3 | $7.18M | Buy |
12,288
+1,814
| +17% | +$974K | 0.08% | 179 |
|
|
2024
Q2 | $4.89M | Sell |
10,474
-974
| -9% | -$450K | 0.06% | 195 |
|
|
2024
Q1 | $5.21M | Sell |
11,448
-17,411
| -60% | -$7.63M | 0.06% | 195 |
|
|
2023
Q4 | $13.1M | Buy |
28,859
+21,176
| +276% | +$9.38M | 0.16% | 121 |
|
|
2023
Q3 | $3.14M | Sell |
7,683
-284
| -4% | -$126K | 0.06% | 188 |
|
|
2023
Q2 | $3.67M | Sell |
7,967
-478
| -6% | -$222K | 0.06% | 184 |
|
|
2023
Q1 | $3.99M | Buy |
8,445
+149
| +2% | +$69.9K | 0.09% | 155 |
|
|
2022
Q4 | $4.04M | Buy |
8,296
+4,375
| +112% | +$2.03M | 0.1% | 145 |
|
|
2022
Q3 | $1.51M | Sell |
3,921
-798
| -17% | -$333K | 0.05% | 177 |
|
|
2022
Q2 | $2.03M | Sell |
4,719
-1,243
| -21% | -$546K | 0.06% | 173 |
|
|
2022
Q1 | $2.63M | Sell |
5,962
-6,537
| -52% | -$2.65M | 0.07% | 162 |
|
|
2021
Q4 | $4.44M | Buy |
12,499
+11,473
| +1,118% | +$3.97M | 0.12% | 119 |
|
|
2021
Q3 | $354K | Sell |
1,026
-10,049
| -91% | -$3.64M | 0.04% | 184 |
|
|
2021
Q2 | $4.19M | Buy |
11,075
+1,753
| +19% | +$674K | 0.15% | 102 |
|
|
2021
Q1 | $3.44M | Buy |
9,322
+4,642
| +99% | +$1.59M | 0.14% | 93 |
|
|
2020
Q4 | $1.66M | Sell |
4,680
-16
| -0.3% | -$5.88K | 0.08% | 140 |
|
|
2020
Q3 | $1.8M | Sell |
4,696
-258
| -5% | -$98.5K | 0.09% | 113 |
|
|
2020
Q2 | $1.81M | Buy |
4,954
+596
| +14% | +$225K | 0.11% | 99 |
|
|
2020
Q1 | $1.48M | Buy |
4,358
+485
| +13% | +$191K | 0.11% | 95 |
|
|
2019
Q4 | $1.51M | Buy |
3,873
+146
| +4% | +$56K | 0.1% | 115 |
|
|
2019
Q3 | $1.45M | Sell |
3,727
-186
| -5% | -$69.9K | 0.11% | 105 |
|
|
2019
Q2 | $1.42M | Buy |
3,913
+1,702
| +77% | +$569K | 0.11% | 103 |
|
|
2019
Q1 | $664K | Buy |
2,211
+437
| +25% | +$128K | 0.05% | 155 |
|
|
2018
Q4 | $465K | Sell |
1,774
-83
| -4% | -$25.2K | 0.05% | 150 |
|
|
2018
Q3 | $643K | Buy |
1,857
+99
| +6% | +$31.9K | 0.06% | 142 |
|
|
2018
Q2 | $519K | Sell |
1,758
-59
| -3% | -$19K | 0.06% | 155 |
|
|
2018
Q1 | $614K | Buy |
1,817
+193
| +12% | +$65.7K | 0.06% | 142 |
|
|
2017
Q4 | $521K | Buy |
1,624
+96
| +6% | +$30.3K | 0.05% | 162 |
|
|
2017
Q3 | $474K | Buy |
1,528
+246
| +19% | +$73.4K | 0.06% | 156 |
|
|
2017
Q2 | $356K | Buy |
1,282
+21
| +2% | +$5.77K | 0.04% | 184 |
|
|
2017
Q1 | $337K | Buy |
1,261
+303
| +32% | +$79.4K | 0.04% | 179 |
|
|
2016
Q4 | $239K | Buy |
958
+27
| +3% | +$6.75K | 0.03% | 234 |
|
|
2016
Q3 | $223K | Sell |
931
-214
| -19% | -$53.6K | 0.04% | 210 |
|
|
2016
Q2 | $284K | Buy |
1,145
+158
| +16% | +$37.3K | 0.08% | 178 |
|
|
2016
Q1 | $219K | Sell |
987
-34
| -3% | -$7.32K | 0.07% | 172 |
|
|
2015
Q4 | $222K | Sell |
1,021
-104
| -9% | -$22.6K | 0.09% | 158 |
|
|
2015
Q3 | $233K | Buy |
+1,125
| New | +$229K | 0.1% | 143 |
|
|
2015
Q2 | – | Sell |
-990
| Closed | -$201K | – | 197 |
|
|
2015
Q1 | $201K | Buy |
+990
| New | +$195K | 0.09% | 175 |
|
Other funds holding LMT
Sequoia Financial Advisors's LMT Position: Q2 2026 in Review
Sequoia Financial Advisors increased its Lockheed Martin (LMT) stake by 6.9% in Q2 2026, buying an estimated $792K and bringing the position to 22,606 shares worth $11.5M. The position accounts for 0.06% of the portfolio, ranked #198.
Sequoia Financial Advisors first reported a position in LMT in Q1 2015 and has held it in 45 quarters since. The position peaked at $13.1M in Q4 2023. 2,768 funds tracked by Wall St. Rank hold LMT as of Q2 2026.
- Sequoia Financial Advisors held 22,606 shares of Lockheed Martin worth $11.5M as of Q2 2026.
- Sequoia Financial Advisors bought 1,465 Lockheed Martin shares in Q2 2026, an estimated $792K.
- Lockheed Martin made up 0.06% of Sequoia Financial Advisors's portfolio in Q2 2026, its #198 holding.
- Sequoia Financial Advisors first reported a position in Lockheed Martin in Q1 2015 and has held it in 45 quarters since.
- Sequoia Financial Advisors's Lockheed Martin position peaked at $13.1M in Q4 2023.
- 2,768 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.
Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.