UBS Group’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 | $13.6M | Sell |
22,500
-564,006
| -96% | -$347M | ﹤0.01% | 3021 |
|
|
2025
Q4 | $284M | Buy |
586,506
+25,906
| +5% | +$12.4M | 0.05% | 410 |
|
|
2025
Q3 | $280M | Buy |
560,600
+372,896
| +199% | +$169M | 0.04% | 420 |
|
|
2025
Q2 | $86.9M | Sell |
187,704
-22,896
| -11% | -$10.7M | 0.02% | 1069 |
|
|
2025
Q1 | $94.1M | Buy |
210,600
+157,200
| +294% | +$72.4M | 0.02% | 974 |
|
|
2024
Q4 | $25.9M | Sell |
53,400
-5,900
| -10% | -$3.22M | ﹤0.01% | 2055 |
|
|
2024
Q3 | $34.7M | Buy |
59,300
+20,400
| +52% | +$11M | 0.01% | 1412 |
|
|
2024
Q2 | $18.2M | Sell |
38,900
-6,800
| -15% | -$3.14M | ﹤0.01% | 1767 |
|
|
2024
Q1 | $20.8M | Buy |
45,700
+11,900
| +35% | +$5.22M | 0.01% | 1654 |
|
|
2023
Q4 | $15.3M | Buy |
33,800
+3,000
| +10% | +$1.33M | ﹤0.01% | 1777 |
|
|
2023
Q3 | $12.6M | Hold |
30,800
| – | – | ﹤0.01% | 1813 |
|
|
2023
Q2 | $14.2M | Sell |
30,800
-8,400
| -21% | -$3.9M | ﹤0.01% | 1718 |
|
|
2023
Q1 | $18.5M | Buy |
39,200
+14,300
| +57% | +$6.71M | 0.01% | 1456 |
|
|
2022
Q4 | $12.1M | Sell |
24,900
-120
| -0.5% | -$55.8K | ﹤0.01% | 1777 |
|
|
2022
Q3 | $9.66M | Buy |
25,020
+220
| +0.9% | +$91.9K | ﹤0.01% | 1819 |
|
|
2022
Q2 | $10.7M | Buy |
+24,800
| New | +$10.9M | ﹤0.01% | 1769 |
|
|
2022
Q1 | – | Sell |
-2,200
| Closed | -$782K | – | 10617 |
|
|
2021
Q4 | $782K | Sell |
2,200
-11,373
| -84% | -$3.93M | ﹤0.01% | 4599 |
|
|
2021
Q3 | $4.68M | Hold |
13,573
| – | – | ﹤0.01% | 2734 |
|
|
2021
Q2 | $5.13M | Buy |
13,573
+1,100
| +9% | +$423K | ﹤0.01% | 2653 |
|
|
2021
Q1 | $4.61M | Sell |
12,473
-27,527
| -69% | -$9.44M | ﹤0.01% | 2700 |
|
|
2020
Q4 | $14.2M | Sell |
40,000
-29,100
| -42% | -$10.7M | ﹤0.01% | 1587 |
|
|
2020
Q3 | $26.5M | Buy |
69,100
+38,300
| +124% | +$14.6M | 0.01% | 992 |
|
|
2020
Q2 | $11.2M | Buy |
30,800
+29,400
| +2,100% | +$11.1M | ﹤0.01% | 1416 |
|
|
2020
Q1 | $475K | Sell |
1,400
-9,300
| -87% | -$3.66M | ﹤0.01% | 4006 |
|
|
2019
Q4 | $4.17M | Buy |
+10,700
| New | +$4.11M | ﹤0.01% | 2773 |
|
|
2019
Q1 | – | Sell |
-9,700
| Closed | -$2.54M | – | 7958 |
|
|
2018
Q4 | $2.54M | Buy |
+9,700
| New | +$2.94M | ﹤0.01% | 2799 |
|
|
2018
Q2 | – | Sell |
-4,100
| Closed | -$1.39M | – | 8130 |
|
|
2018
Q1 | $1.39M | Buy |
+4,100
| New | +$1.4M | ﹤0.01% | 3439 |
|
|
2017
Q2 | – | Sell |
-500
| Closed | -$134K | – | 7842 |
|
|
2017
Q1 | $134K | Sell |
500
-12,500
| -96% | -$3.27M | ﹤0.01% | 4907 |
|
|
2016
Q4 | $3.25M | Buy |
+13,000
| New | +$3.25M | ﹤0.01% | 2461 |
|
|
2016
Q3 | – | Sell |
-22,000
| Closed | -$5.46M | – | 7821 |
|
|
2016
Q2 | $5.46M | Buy |
22,000
+21,600
| +5,400% | +$5.09M | ﹤0.01% | 1872 |
|
|
2016
Q1 | $89K | Buy |
400
+300
| +300% | +$64.5K | ﹤0.01% | 5069 |
|
|
2015
Q4 | $22K | Sell |
100
-1,500
| -94% | -$325K | ﹤0.01% | 6659 |
|
|
2015
Q3 | $332K | Sell |
1,600
-2,400
| -60% | -$488K | ﹤0.01% | 4221 |
|
|
2015
Q2 | $744K | Sell |
4,000
-24,900
| -86% | -$4.79M | ﹤0.01% | 3796 |
|
|
2015
Q1 | $5.87M | Buy |
28,900
+22,200
| +331% | +$4.38M | ﹤0.01% | 1930 |
|
|
2014
Q4 | $1.29M | Buy |
+6,700
| New | +$1.24M | ﹤0.01% | 3358 |
|
Other funds holding LMT
VCM
VPM
UBS Group's LMT Position: Q1 2026 in Review
UBS Group increased its Lockheed Martin (LMT) stake by 31% in Q1 2026, buying an estimated $233M and bringing the position to 1,606,409 shares worth $971M. The position accounts for 0.15% of the portfolio, ranked #134.
UBS Group first reported a position in LMT in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.27B in Q2 2019. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- UBS Group held 1,606,409 shares of Lockheed Martin worth $971M as of Q1 2026.
- UBS Group bought 378,921 Lockheed Martin shares in Q1 2026, an estimated $233M.
- Lockheed Martin made up 0.15% of UBS Group's portfolio in Q1 2026, its #134 holding.
- UBS Group first reported a position in Lockheed Martin in Q4 2014 and has held it in 46 quarters since.
- UBS Group's Lockheed Martin position peaked at $1.27B in Q2 2019.
- 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.