Turtle Creek Wealth 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
Q1
$4.6M Buy
7,608
+964
+15% +$594K 0.35% 72
2025
Q4
$3.21M Buy
6,644
+421
+7% +$201K 0.25% 84
2025
Q3
$3.11M Buy
6,223
+2,205
+55% +$1M 0.28% 83
2025
Q2
$1.86M Buy
+4,018
New +$1.88M 0.22% 87
2024
Q4
Sell
-881
Closed -$515K 127
2024
Q3
$515K Sell
881
-53
-6% -$28.5K 0.1% 101
2024
Q2
$436K Buy
934
+137
+17% +$63.3K 0.1% 97
2024
Q1
$363K Sell
797
-426
-35% -$187K 0.09% 104
2023
Q4
$554K Buy
+1,223
New +$542K 0.16% 86

Other funds holding LMT

Turtle Creek Wealth Advisors's LMT Position: Q1 2026 in Review

Turtle Creek Wealth Advisors increased its Lockheed Martin (LMT) stake by 15% in Q1 2026, buying an estimated $594K and bringing the position to 7,608 shares worth $4.6M. The position accounts for 0.35% of the portfolio, ranked #72.

Turtle Creek Wealth Advisors first reported a position in LMT in Q4 2023 and has held it in 8 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Turtle Creek Wealth Advisors held 7,608 shares of Lockheed Martin worth $4.6M as of Q1 2026.
  • Turtle Creek Wealth Advisors bought 964 Lockheed Martin shares in Q1 2026, an estimated $594K.
  • Lockheed Martin made up 0.35% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #72 holding.
  • Turtle Creek Wealth Advisors first reported a position in Lockheed Martin in Q4 2023 and has held it in 8 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.