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 | $363K | Sell |
600
-40,500
| -99% | -$24.9M | ﹤0.01% | 6300 |
|
|
2025
Q4 | $19.9M | Buy |
41,100
+9,900
| +32% | +$4.74M | ﹤0.01% | 2597 |
|
|
2025
Q3 | $15.6M | Buy |
31,200
+2,000
| +7% | +$907K | ﹤0.01% | 2841 |
|
|
2025
Q2 | $13.5M | Sell |
29,200
-45,600
| -61% | -$21.3M | ﹤0.01% | 2793 |
|
|
2025
Q1 | $33.4M | Sell |
74,800
-110,000
| -60% | -$50.6M | 0.01% | 1858 |
|
|
2024
Q4 | $89.8M | Buy |
184,800
+13,800
| +8% | +$7.52M | 0.02% | 991 |
|
|
2024
Q3 | $100M | Buy |
171,000
+116,400
| +213% | +$62.5M | 0.02% | 714 |
|
|
2024
Q2 | $25.5M | Sell |
54,600
-16,800
| -24% | -$7.76M | 0.01% | 1490 |
|
|
2024
Q1 | $32.5M | Sell |
71,400
-31,091
| -30% | -$13.6M | 0.01% | 1344 |
|
|
2023
Q4 | $46.5M | Buy |
102,491
+80,891
| +374% | +$35.8M | 0.01% | 1012 |
|
|
2023
Q3 | $8.83M | Sell |
21,600
-22,200
| -51% | -$9.85M | ﹤0.01% | 2076 |
|
|
2023
Q2 | $20.2M | Sell |
43,800
-47,400
| -52% | -$22M | 0.01% | 1446 |
|
|
2023
Q1 | $43.1M | Sell |
91,200
-52,800
| -37% | -$24.8M | 0.02% | 859 |
|
|
2022
Q4 | $70.1M | Buy |
144,000
+88,200
| +158% | +$41M | 0.03% | 635 |
|
|
2022
Q3 | $21.6M | Buy |
55,800
+12,400
| +29% | +$5.18M | 0.01% | 1221 |
|
|
2022
Q2 | $18.7M | Buy |
+43,400
| New | +$19.1M | 0.01% | 1364 |
|
|
2022
Q1 | – | Sell |
-70,500
| Closed | -$25.1M | – | 10618 |
|
|
2021
Q4 | $25.1M | Buy |
70,500
+17,727
| +34% | +$6.13M | 0.01% | 1425 |
|
|
2021
Q3 | $18.2M | Sell |
52,773
-20,000
| -27% | -$7.24M | 0.01% | 1575 |
|
|
2021
Q2 | $27.5M | Buy |
72,773
+30,200
| +71% | +$11.6M | 0.01% | 1242 |
|
|
2021
Q1 | $15.7M | Sell |
42,573
-927
| -2% | -$318K | 0.01% | 1603 |
|
|
2020
Q4 | $15.4M | Buy |
43,500
+33,300
| +326% | +$12.2M | 0.01% | 1520 |
|
|
2020
Q3 | $3.91M | Sell |
10,200
-5,800
| -36% | -$2.21M | ﹤0.01% | 2426 |
|
|
2020
Q2 | $5.84M | Sell |
16,000
-1,500
| -9% | -$567K | ﹤0.01% | 1921 |
|
|
2020
Q1 | $5.93M | Buy |
17,500
+17,200
| +5,733% | +$6.76M | ﹤0.01% | 1786 |
|
|
2019
Q4 | $117K | Hold |
300
| – | – | ﹤0.01% | 5922 |
|
|
2019
Q3 | $117K | Sell |
300
-100
| -25% | -$37.6K | ﹤0.01% | 5675 |
|
|
2019
Q2 | $145K | Buy |
400
+100
| +33% | +$33.5K | ﹤0.01% | 5130 |
|
|
2019
Q1 | $90K | Sell |
300
-800
| -73% | -$235K | ﹤0.01% | 5140 |
|
|
2018
Q4 | $288K | Buy |
1,100
+600
| +120% | +$182K | ﹤0.01% | 4660 |
|
|
2018
Q3 | $173K | Buy |
500
+300
| +150% | +$96.8K | ﹤0.01% | 5176 |
|
|
2018
Q2 | $59K | Sell |
200
-1,500
| -88% | -$484K | ﹤0.01% | 5855 |
|
|
2018
Q1 | $575K | Buy |
1,700
+800
| +89% | +$272K | ﹤0.01% | 4118 |
|
|
2017
Q4 | $289K | Sell |
900
-100
| -10% | -$31.5K | ﹤0.01% | 4661 |
|
|
2017
Q3 | $310K | Sell |
1,000
-200
| -17% | -$59.7K | ﹤0.01% | 4542 |
|
|
2017
Q2 | $333K | Sell |
1,200
-2,300
| -66% | -$632K | ﹤0.01% | 4415 |
|
|
2017
Q1 | $937K | Buy |
3,500
+2,400
| +218% | +$629K | ﹤0.01% | 3583 |
|
|
2016
Q4 | $275K | Sell |
1,100
-30,000
| -96% | -$7.5M | ﹤0.01% | 4554 |
|
|
2016
Q3 | $7.46M | Buy |
31,100
+30,500
| +5,083% | +$7.63M | ﹤0.01% | 1662 |
|
|
2016
Q2 | $149K | Hold |
600
| – | – | ﹤0.01% | 4748 |
|
|
2016
Q1 | $133K | Sell |
600
-900
| -60% | -$194K | ﹤0.01% | 4773 |
|
|
2015
Q4 | $326K | Hold |
1,500
| – | – | ﹤0.01% | 4287 |
|
|
2015
Q3 | $311K | Hold |
1,500
| – | – | ﹤0.01% | 4280 |
|
|
2015
Q2 | $279K | Sell |
1,500
-500
| -25% | -$96.3K | ﹤0.01% | 4584 |
|
|
2015
Q1 | $406K | Sell |
2,000
-8,100
| -80% | -$1.6M | ﹤0.01% | 4310 |
|
|
2014
Q4 | $1.95M | Buy |
+10,100
| New | +$1.87M | ﹤0.01% | 2931 |
|
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.