Transamerica 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 | $925K | Buy |
1,816
+62
| +4% | +$33.5K | 0.08% | 216 |
|
|
2026
Q1 | $1.06M | Sell |
1,754
-643
| -27% | -$396K | 0.09% | 202 |
|
|
2025
Q4 | $1.16M | Sell |
2,397
-233
| -9% | -$112K | 0.1% | 184 |
|
|
2025
Q3 | $1.31M | Buy |
2,630
+456
| +21% | +$207K | 0.11% | 137 |
|
|
2025
Q2 | $1.01M | Sell |
2,174
-50
| -2% | -$23.4K | 0.09% | 148 |
|
|
2025
Q1 | $994K | Buy |
2,224
+22
| +1% | +$10.1K | 0.1% | 155 |
|
|
2024
Q4 | $1.07M | Buy |
2,202
+155
| +8% | +$84.5K | 0.11% | 143 |
|
|
2024
Q3 | $1.2M | Sell |
2,047
-277
| -12% | -$149K | 0.12% | 139 |
|
|
2024
Q2 | $1.09M | Hold |
2,324
| – | – | 0.12% | 128 |
|
|
2024
Q1 | $1.06M | Sell |
2,324
-2,260
| -49% | -$990K | 0.11% | 145 |
|
|
2023
Q4 | $2.08M | Sell |
4,584
-1,442
| -24% | -$639K | 0.29% | 52 |
|
|
2023
Q3 | $2.46M | Sell |
6,026
-704
| -10% | -$312K | 0.33% | 49 |
|
|
2023
Q2 | $3.1M | Sell |
6,730
-47
| -0.7% | -$21.8K | 0.4% | 46 |
|
|
2023
Q1 | $3.2M | Sell |
6,777
-973
| -13% | -$456K | 0.42% | 43 |
|
|
2022
Q4 | $3.77M | Buy |
7,750
+131
| +2% | +$60.9K | 0.54% | 36 |
|
|
2022
Q3 | $2.94M | Buy |
7,619
+3,452
| +83% | +$1.44M | 0.43% | 36 |
|
|
2022
Q2 | $1.79M | Buy |
4,167
+4,165
| +208,250% | +$1.83M | 0.25% | 62 |
|
|
2022
Q1 | $1K | Sell |
2
-1
| -33% | -$405 | 0.04% | 88 |
|
|
2021
Q4 | $1K | Buy |
3
+1
| +50% | +$346 | 0.03% | 97 |
|
|
2021
Q3 | $1K | Sell |
2
-1
| -33% | -$362 | 0.03% | 96 |
|
|
2021
Q2 | $1K | Sell |
3
-1
| -25% | -$384 | 0.02% | 148 |
|
|
2021
Q1 | $2K | Buy |
4
+1
| +33% | +$343 | 0.05% | 100 |
|
|
2020
Q4 | $2K | Sell |
3
-1
| -25% | -$368 | 0.04% | 97 |
|
|
2020
Q3 | $2K | Sell |
4
-1,187
| -100% | -$453K | 0.04% | 106 |
|
|
2020
Q2 | $435K | Buy |
+1,191
| New | +$450K | 0.1% | 110 |
|
|
2019
Q3 | – | Sell |
-896
| Closed | -$326K | – | 353 |
|
|
2019
Q2 | $326K | Buy |
+896
| New | +$300K | 0.07% | 143 |
|
|
2019
Q1 | – | Sell |
-647
| Closed | -$170K | – | 314 |
|
|
2018
Q4 | $170K | Sell |
647
-9
| -1% | -$2.73K | 0.04% | 160 |
|
|
2018
Q3 | $227K | Buy |
656
+62
| +10% | +$20K | 0.05% | 174 |
|
|
2018
Q2 | $176K | Sell |
594
-18,145
| -97% | -$5.85M | 0.04% | 186 |
|
|
2018
Q1 | $6.33M | Sell |
18,739
-2,975
| -14% | -$1.01M | 0.94% | 33 |
|
|
2017
Q4 | $6.97M | Buy |
21,714
+1,683
| +8% | +$531K | 0.92% | 30 |
|
|
2017
Q3 | $6.22M | Sell |
20,031
-670
| -3% | -$200K | 0.77% | 45 |
|
|
2017
Q2 | $5.75M | Buy |
20,701
+543
| +3% | +$149K | 0.78% | 44 |
|
|
2017
Q1 | $5.39M | Sell |
20,158
-92
| -0.5% | -$24.1K | 0.65% | 50 |
|
|
2016
Q4 | $5.06M | Buy |
20,250
+806
| +4% | +$201K | 0.6% | 55 |
|
|
2016
Q3 | $4.66M | Buy |
19,444
+1,741
| +10% | +$436K | 0.51% | 61 |
|
|
2016
Q2 | $4.39M | Buy |
17,703
+11,871
| +204% | +$2.8M | 0.44% | 62 |
|
|
2016
Q1 | $1.29M | Sell |
5,832
-764
| -12% | -$164K | 0.11% | 153 |
|
|
2015
Q4 | $1.43M | Buy |
6,596
+996
| +18% | +$216K | 0.11% | 146 |
|
|
2015
Q3 | $1.16M | Sell |
5,600
-112
| -2% | -$22.8K | 0.09% | 145 |
|
|
2015
Q2 | $1.06M | Buy |
5,712
+207
| +4% | +$39.9K | 0.08% | 172 |
|
|
2015
Q1 | $1.12M | Sell |
5,505
-157
| -3% | -$31K | 0.08% | 168 |
|
|
2014
Q4 | $1.09M | Buy |
5,662
+525
| +10% | +$97.4K | 0.09% | 126 |
|
|
2014
Q3 | $939K | Sell |
5,137
-241
| -4% | -$41K | 0.08% | 119 |
|
|
2014
Q2 | $862K | Sell |
5,378
-119
| -2% | -$19.3K | 0.08% | 133 |
|
|
2014
Q1 | $898K | Sell |
5,497
-222
| -4% | -$34.9K | 0.09% | 113 |
|
|
2013
Q4 | $851K | Buy |
5,719
+3,630
| +174% | +$493K | 0.09% | 112 |
|
|
2013
Q3 | $267K | Buy |
2,089
+166
| +9% | +$20.2K | 0.03% | 213 |
|
|
2013
Q2 | $209K | Buy |
+1,923
| New | +$196K | 0.03% | 199 |
|
Other funds holding LMT
Transamerica Financial Advisors's LMT Position: Q2 2026 in Review
Transamerica Financial Advisors increased its Lockheed Martin (LMT) stake by 3.5% in Q2 2026, buying an estimated $33.5K and bringing the position to 1,816 shares worth $925K. The position accounts for 0.08% of the portfolio, ranked #216.
Transamerica Financial Advisors first reported a position in LMT in Q2 2013 and has held it in 49 quarters since. The position peaked at $6.97M in Q4 2017. 2,764 funds tracked by Wall St. Rank hold LMT as of Q2 2026.
- Transamerica Financial Advisors held 1,816 shares of Lockheed Martin worth $925K as of Q2 2026.
- Transamerica Financial Advisors bought 62 Lockheed Martin shares in Q2 2026, an estimated $33.5K.
- Lockheed Martin made up 0.08% of Transamerica Financial Advisors's portfolio in Q2 2026, its #216 holding.
- Transamerica Financial Advisors first reported a position in Lockheed Martin in Q2 2013 and has held it in 49 quarters since.
- Transamerica Financial Advisors's Lockheed Martin position peaked at $6.97M in Q4 2017.
- 2,764 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.
Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.