Sheaff Brock Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.77M | Sell |
3,961
-13,004
| -77% | -$5.99M | 0.16% | 111 |
|
|
2024
Q4 | $8.24M | Sell |
16,965
-2,801
| -14% | -$1.53M | 0.72% | 35 |
|
|
2024
Q3 | $11.6M | Sell |
19,766
-118
| -0.6% | -$63.4K | 1.01% | 17 |
|
|
2024
Q2 | $9.29M | Sell |
19,884
-614
| -3% | -$284K | 0.86% | 20 |
|
|
2024
Q1 | $9.32M | Buy |
20,498
+473
| +2% | +$207K | 0.59% | 29 |
|
|
2023
Q4 | $9.08M | Buy |
20,025
+203
| +1% | +$89.9K | 0.7% | 28 |
|
|
2023
Q3 | $8.11M | Sell |
19,822
-168
| -0.8% | -$74.5K | 0.73% | 27 |
|
|
2023
Q2 | $9.2M | Sell |
19,990
-108
| -0.5% | -$50.1K | 0.78% | 23 |
|
|
2023
Q1 | $9.5M | Buy |
20,098
+103
| +0.5% | +$48.3K | 0.87% | 19 |
|
|
2022
Q4 | $9.73M | Sell |
19,995
-437
| -2% | -$203K | 0.96% | 18 |
|
|
2022
Q3 | $7.89M | Sell |
20,432
-309
| -1% | -$129K | 0.85% | 19 |
|
|
2022
Q2 | $8.92M | Sell |
20,741
-49
| -0.2% | -$21.5K | 0.74% | 19 |
|
|
2022
Q1 | $9.18M | Buy |
20,790
+505
| +2% | +$205K | 0.64% | 23 |
|
|
2021
Q4 | $7.21M | Buy |
20,285
+962
| +5% | +$333K | 0.48% | 36 |
|
|
2021
Q3 | $6.67M | Buy |
19,323
+3
| +0% | +$1.09K | 0.49% | 36 |
|
|
2021
Q2 | $7.31M | Buy |
19,320
+591
| +3% | +$227K | 0.53% | 33 |
|
|
2021
Q1 | $6.92M | Buy |
18,729
+321
| +2% | +$110K | 0.55% | 31 |
|
|
2020
Q4 | $6.54M | Sell |
18,408
-81
| -0.4% | -$29.8K | 0.55% | 33 |
|
|
2020
Q3 | $7.09M | Sell |
18,489
-5,339
| -22% | -$2.04M | 0.65% | 21 |
|
|
2020
Q2 | $8.7M | Sell |
23,828
-409
| -2% | -$154K | 0.86% | 13 |
|
|
2020
Q1 | $8.21M | Sell |
24,237
-988
| -4% | -$389K | 1.09% | 11 |
|
|
2019
Q4 | $9.82M | Buy |
25,225
+30
| +0.1% | +$11.5K | 0.95% | 14 |
|
|
2019
Q3 | $9.83M | Sell |
25,195
-1,486
| -6% | -$559K | 1.06% | 13 |
|
|
2019
Q2 | $9.7M | Sell |
26,681
-213
| -0.8% | -$71.3K | 1.04% | 12 |
|
|
2019
Q1 | $8.07M | Sell |
26,894
-104
| -0.4% | -$30.5K | 0.98% | 16 |
|
|
2018
Q4 | $7.07M | Buy |
26,998
+46
| +0.2% | +$14K | 1.11% | 17 |
|
|
2018
Q3 | $9.32M | Buy |
26,952
+19,808
| +277% | +$6.39M | 0.88% | 17 |
|
|
2018
Q2 | $2.11M | Buy |
7,144
+26
| +0.4% | +$8.39K | 0.21% | 81 |
|
|
2018
Q1 | $2.4M | Buy |
7,118
+95
| +1% | +$32.3K | 0.25% | 71 |
|
|
2017
Q4 | $2.25M | Buy |
7,023
+23
| +0.3% | +$7.25K | 0.29% | 75 |
|
|
2017
Q3 | $2.17M | Sell |
7,000
-77
| -1% | -$23K | 0.29% | 78 |
|
|
2017
Q2 | $1.97M | Sell |
7,077
-226
| -3% | -$62.1K | 0.26% | 85 |
|
|
2017
Q1 | $1.95M | Buy |
7,303
+15
| +0.2% | +$3.93K | 0.25% | 88 |
|
|
2016
Q4 | $1.82M | Buy |
7,288
+940
| +15% | +$235K | 0.23% | 90 |
|
|
2016
Q3 | $1.52M | Buy |
6,348
+16
| +0.3% | +$4K | 0.2% | 105 |
|
|
2016
Q2 | $1.57M | Sell |
6,332
-227
| -3% | -$53.5K | 0.2% | 107 |
|
|
2016
Q1 | $1.45M | Buy |
6,559
+518
| +9% | +$111K | 0.18% | 116 |
|
|
2015
Q4 | $1.31M | Buy |
+6,041
| New | +$1.31M | 0.15% | 156 |
|
Other funds holding LMT
Sheaff Brock Investment Advisors's LMT Position: Q1 2025 in Review
Sheaff Brock Investment Advisors reduced its Lockheed Martin (LMT) stake by 77% in Q1 2025, selling an estimated $5.99M and leaving 3,961 shares worth $1.77M. The position accounts for 0.16% of the portfolio, ranked #111.
Sheaff Brock Investment Advisors first reported a position in LMT in Q4 2015 and has held it in 38 quarters since. The position peaked at $11.6M in Q3 2024. 2,565 funds tracked by Wall St. Rank hold LMT as of Q1 2025.
- Sheaff Brock Investment Advisors held 3,961 shares of Lockheed Martin worth $1.77M as of Q1 2025.
- Sheaff Brock Investment Advisors sold 13,004 Lockheed Martin shares in Q1 2025, an estimated $5.99M.
- Lockheed Martin made up 0.16% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #111 holding.
- Sheaff Brock Investment Advisors first reported a position in Lockheed Martin in Q4 2015 and has held it in 38 quarters since.
- Sheaff Brock Investment Advisors's Lockheed Martin position peaked at $11.6M in Q3 2024.
- 2,565 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.