SimplyRich’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 | $1.89M | Sell |
3,126
-30
| -1% | -$18.5K | 0.48% | 47 |
|
|
2025
Q4 | $1.53M | Buy |
3,156
+82
| +3% | +$39.2K | 0.4% | 62 |
|
|
2025
Q3 | $1.53M | Sell |
3,074
-121
| -4% | -$54.9K | 0.41% | 61 |
|
|
2025
Q2 | $1.48M | Buy |
3,195
+45
| +1% | +$21.1K | 0.41% | 60 |
|
|
2025
Q1 | $1.41M | Buy |
3,150
+426
| +16% | +$196K | 0.41% | 60 |
|
|
2024
Q4 | $1.32M | Sell |
2,724
-408
| -13% | -$222K | 0.38% | 66 |
|
|
2024
Q3 | $1.83M | Buy |
3,132
+367
| +13% | +$197K | 0.51% | 44 |
|
|
2024
Q2 | $1.29M | Buy |
2,765
+22
| +0.8% | +$10.2K | 0.41% | 58 |
|
|
2024
Q1 | $1.25M | Buy |
2,743
+14
| +0.5% | +$6.14K | 0.4% | 61 |
|
|
2023
Q4 | $1.24M | Buy |
2,729
+8
| +0.3% | +$3.54K | 0.43% | 56 |
|
|
2023
Q3 | $1.11M | Sell |
2,721
-9
| -0.3% | -$3.99K | 0.54% | 48 |
|
|
2023
Q2 | $1.26M | Buy |
2,730
+1
| +0% | +$464 | 0.45% | 57 |
|
|
2023
Q1 | $1.29M | Sell |
2,729
-28
| -1% | -$13.1K | 0.48% | 53 |
|
|
2022
Q4 | $1.34M | Hold |
2,757
| – | – | 0.53% | 45 |
|
|
2022
Q3 | $1.06M | Sell |
2,757
-12
| -0.4% | -$5.01K | 0.48% | 53 |
|
|
2022
Q2 | $1.19M | Hold |
2,769
| – | – | 0.49% | 51 |
|
|
2022
Q1 | $1.22M | Buy |
2,769
+3
| +0.1% | +$1.22K | 0.43% | 61 |
|
|
2021
Q4 | $983K | Sell |
2,766
-47
| -2% | -$16.3K | 0.33% | 81 |
|
|
2021
Q3 | $970K | Sell |
2,813
-27
| -1% | -$9.77K | 0.35% | 75 |
|
|
2021
Q2 | $1.07M | Buy |
2,840
+97
| +4% | +$37.3K | 0.49% | 60 |
|
|
2021
Q1 | $1.01M | Sell |
2,743
-324
| -11% | -$111K | 0.4% | 66 |
|
|
2020
Q4 | $1.09M | Buy |
3,067
+248
| +9% | +$91.2K | 0.49% | 48 |
|
|
2020
Q3 | $1.08M | Sell |
2,819
-3,623
| -56% | -$1.38M | 0.54% | 45 |
|
|
2020
Q2 | $1.21M | Buy |
6,442
+3,722
| +137% | +$1.41M | 0.67% | 38 |
|
|
2020
Q1 | $949K | Hold |
2,720
| – | – | 0.63% | 43 |
|
|
2019
Q4 | $1.07M | Hold |
2,720
| – | – | 0.54% | 48 |
|
|
2019
Q3 | $1.05M | Hold |
2,720
| – | – | 0.58% | 48 |
|
|
2019
Q2 | $989K | Buy |
+2,720
| New | +$910K | 0.55% | 53 |
|
|
2018
Q4 | – | Sell |
-2,720
| Closed | -$941K | – | 110 |
|
|
2018
Q3 | $941K | Hold |
2,720
| – | – | 0.51% | 60 |
|
|
2018
Q2 | $804K | Hold |
2,720
| – | – | 0.46% | 71 |
|
|
2018
Q1 | $919K | Hold |
2,720
| – | – | 0.51% | 57 |
|
|
2017
Q4 | $873K | Buy |
+2,720
| New | +$858K | 0.49% | 72 |
|
Other funds holding LMT
VCM
VPM
SimplyRich's LMT Position: Q1 2026 in Review
SimplyRich reduced its Lockheed Martin (LMT) stake by 0.95% in Q1 2026, selling an estimated $18.5K and leaving 3,126 shares worth $1.89M. The position accounts for 0.48% of the portfolio, ranked #47.
SimplyRich first reported a position in LMT in Q4 2017 and has held it in 32 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- SimplyRich held 3,126 shares of Lockheed Martin worth $1.89M as of Q1 2026.
- SimplyRich sold 30 Lockheed Martin shares in Q1 2026, an estimated $18.5K.
- Lockheed Martin made up 0.48% of SimplyRich's portfolio in Q1 2026, its #47 holding.
- SimplyRich first reported a position in Lockheed Martin in Q4 2017 and has held it in 32 quarters since.
- 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.