Sigma Investment Counselors’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 | $358K | Sell |
702
-55
| -7% | -$29.7K | 0.02% | 164 |
|
|
2026
Q1 | $458K | Hold |
757
| – | – | 0.02% | 130 |
|
|
2025
Q4 | $366K | Hold |
757
| – | – | 0.02% | 153 |
|
|
2025
Q3 | $378K | Hold |
757
| – | – | 0.02% | 154 |
|
|
2025
Q2 | $351K | Sell |
757
-6
| -0.8% | -$2.81K | 0.02% | 156 |
|
|
2025
Q1 | $341K | Sell |
763
-94
| -11% | -$43.3K | 0.02% | 148 |
|
|
2024
Q4 | $417K | Hold |
857
| – | – | 0.02% | 140 |
|
|
2024
Q3 | $501K | Sell |
857
-28
| -3% | -$15K | 0.03% | 125 |
|
|
2024
Q2 | $413K | Hold |
885
| – | – | 0.03% | 130 |
|
|
2024
Q1 | $403K | Hold |
885
| – | – | 0.03% | 141 |
|
|
2023
Q4 | $401K | Sell |
885
-43
| -5% | -$19.1K | 0.03% | 137 |
|
|
2023
Q3 | $380K | Buy |
928
+53
| +6% | +$23.5K | 0.03% | 138 |
|
|
2023
Q2 | $403K | Sell |
875
-43
| -5% | -$20K | 0.03% | 137 |
|
|
2023
Q1 | $434K | Hold |
918
| – | – | 0.03% | 134 |
|
|
2022
Q4 | $447K | Sell |
918
-22
| -2% | -$10.2K | 0.04% | 127 |
|
|
2022
Q3 | $363K | Hold |
940
| – | – | 0.03% | 136 |
|
|
2022
Q2 | $404K | Hold |
940
| – | – | 0.03% | 135 |
|
|
2022
Q1 | $415K | Sell |
940
-10
| -1% | -$4.05K | 0.03% | 136 |
|
|
2021
Q4 | $337K | Buy |
950
+40
| +4% | +$13.8K | 0.02% | 148 |
|
|
2021
Q3 | $314K | Sell |
910
-7
| -0.8% | -$2.53K | 0.02% | 148 |
|
|
2021
Q2 | $347K | Sell |
917
-114
| -11% | -$43.8K | 0.03% | 142 |
|
|
2021
Q1 | $381K | Buy |
1,031
+8
| +0.8% | +$2.75K | 0.03% | 135 |
|
|
2020
Q4 | $363K | Buy |
+1,023
| New | +$376K | 0.03% | 136 |
|
|
2020
Q3 | – | Sell |
-960
| Closed | -$350K | – | 146 |
|
|
2020
Q2 | $350K | Sell |
960
-5
| -0.5% | -$1.89K | 0.04% | 118 |
|
|
2020
Q1 | $327K | Hold |
965
| – | – | 0.04% | 113 |
|
|
2019
Q4 | $376K | Hold |
965
| – | – | 0.04% | 115 |
|
|
2019
Q3 | $376K | Hold |
965
| – | – | 0.04% | 112 |
|
|
2019
Q2 | $351K | Hold |
965
| – | – | 0.04% | 115 |
|
|
2019
Q1 | $290K | Buy |
+965
| New | +$283K | 0.04% | 125 |
|
|
2018
Q4 | – | Sell |
-735
| Closed | -$254K | – | 150 |
|
|
2018
Q3 | $254K | Buy |
735
+59
| +9% | +$19K | 0.03% | 128 |
|
|
2018
Q2 | $200K | Buy |
+676
| New | +$218K | 0.03% | 134 |
|
Other funds holding LMT
Sigma Investment Counselors's LMT Position: Q2 2026 in Review
Sigma Investment Counselors reduced its Lockheed Martin (LMT) stake by 7.3% in Q2 2026, selling an estimated $29.7K and leaving 702 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #164.
Sigma Investment Counselors first reported a position in LMT in Q2 2018 and has held it in 31 quarters since. The position peaked at $501K in Q3 2024. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.
- Sigma Investment Counselors held 702 shares of Lockheed Martin worth $358K as of Q2 2026.
- Sigma Investment Counselors sold 55 Lockheed Martin shares in Q2 2026, an estimated $29.7K.
- Lockheed Martin made up 0.02% of Sigma Investment Counselors's portfolio in Q2 2026, its #164 holding.
- Sigma Investment Counselors first reported a position in Lockheed Martin in Q2 2018 and has held it in 31 quarters since.
- Sigma Investment Counselors's Lockheed Martin position peaked at $501K in Q3 2024.
- 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.
Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.