United Capital 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
Q1 | $5.6M | Buy |
9,261
+1,380
| +18% | +$850K | 0.03% | 345 |
|
|
2025
Q4 | $3.81M | Buy |
7,881
+689
| +10% | +$330K | 0.02% | 394 |
|
|
2025
Q3 | $3.59M | Sell |
7,192
-63
| -0.9% | -$28.6K | 0.03% | 351 |
|
|
2025
Q2 | $3.36M | Buy |
7,255
+670
| +10% | +$314K | 0.03% | 339 |
|
|
2025
Q1 | $2.94M | Sell |
6,585
-576
| -8% | -$265K | 0.03% | 357 |
|
|
2024
Q4 | $3.48M | Sell |
7,161
-416
| -5% | -$227K | 0.03% | 320 |
|
|
2024
Q3 | $4.43M | Sell |
7,577
-103
| -1% | -$55.3K | 0.04% | 285 |
|
|
2024
Q2 | $3.59M | Sell |
7,680
-4,518
| -37% | -$2.09M | 0.03% | 313 |
|
|
2024
Q1 | $5.55M | Sell |
12,198
-972
| -7% | -$426K | 0.05% | 265 |
|
|
2023
Q4 | $5.97M | Sell |
13,170
-16,335
| -55% | -$7.24M | 0.05% | 265 |
|
|
2023
Q3 | $12.1M | Sell |
29,505
-333
| -1% | -$148K | 0.08% | 208 |
|
|
2023
Q2 | $13.7M | Sell |
29,838
-3,959
| -12% | -$1.84M | 0.07% | 202 |
|
|
2023
Q1 | $16M | Sell |
33,797
-3,007
| -8% | -$1.41M | 0.09% | 187 |
|
|
2022
Q4 | $17.9M | Sell |
36,804
-622
| -2% | -$289K | 0.1% | 182 |
|
|
2022
Q3 | $14.5M | Sell |
37,426
-1,646
| -4% | -$687K | 0.09% | 200 |
|
|
2022
Q2 | $16.8M | Sell |
39,072
-550
| -1% | -$241K | 0.09% | 193 |
|
|
2022
Q1 | $17.5M | Buy |
39,622
+153
| +0.4% | +$62K | 0.09% | 204 |
|
|
2021
Q4 | $14M | Buy |
39,469
+474
| +1% | +$164K | 0.06% | 246 |
|
|
2021
Q3 | $13.5M | Sell |
38,995
-3,990
| -9% | -$1.44M | 0.07% | 241 |
|
|
2021
Q2 | $16.3M | Sell |
42,985
-975
| -2% | -$375K | 0.08% | 215 |
|
|
2021
Q1 | $16.2M | Sell |
43,960
-328
| -0.7% | -$113K | 0.09% | 208 |
|
|
2020
Q4 | $15.7M | Sell |
44,288
-1,103
| -2% | -$405K | 0.09% | 203 |
|
|
2020
Q3 | $17.4M | Buy |
45,391
+234
| +0.5% | +$89.3K | 0.11% | 188 |
|
|
2020
Q2 | $16.5M | Sell |
45,157
-2,000
| -4% | -$755K | 0.12% | 186 |
|
|
2020
Q1 | $16M | Sell |
47,157
-8,464
| -15% | -$3.33M | 0.13% | 168 |
|
|
2019
Q4 | $21.7M | Buy |
55,621
+6,264
| +13% | +$2.4M | 0.14% | 175 |
|
|
2019
Q3 | $19.3M | Sell |
49,357
-6,277
| -11% | -$2.36M | 0.13% | 184 |
|
|
2019
Q2 | $20.2M | Sell |
55,634
-1,339
| -2% | -$448K | 0.13% | 160 |
|
|
2019
Q1 | $17.1M | Sell |
56,973
-46,779
| -45% | -$13.7M | 0.12% | 185 |
|
|
2018
Q4 | $27.2M | Sell |
103,752
-202
| -0.2% | -$61.3K | 0.22% | 102 |
|
|
2018
Q3 | $36M | Buy |
103,954
+433
| +0.4% | +$140K | 0.25% | 90 |
|
|
2018
Q2 | $30.6M | Sell |
103,521
-3,045
| -3% | -$982K | 0.23% | 102 |
|
|
2018
Q1 | $36M | Buy |
106,566
+98
| +0.1% | +$33.4K | 0.27% | 79 |
|
|
2017
Q4 | $34.3M | Sell |
106,468
-629
| -0.6% | -$198K | 0.27% | 79 |
|
|
2017
Q3 | $33.2M | Sell |
107,097
-1,080
| -1% | -$322K | 0.28% | 77 |
|
|
2017
Q2 | $30M | Sell |
108,177
-385
| -0.4% | -$106K | 0.27% | 84 |
|
|
2017
Q1 | $29.1M | Sell |
108,562
-1,265
| -1% | -$331K | 0.27% | 81 |
|
|
2016
Q4 | $27.4M | Sell |
109,827
-2,567
| -2% | -$642K | 0.27% | 79 |
|
|
2016
Q3 | $26.9M | Buy |
112,394
+6,336
| +6% | +$1.59M | 0.26% | 81 |
|
|
2016
Q2 | $26.3M | Sell |
106,058
-1,482
| -1% | -$349K | 0.27% | 77 |
|
|
2016
Q1 | $23.8M | Sell |
107,540
-5,145
| -5% | -$1.11M | 0.26% | 77 |
|
|
2015
Q4 | $24.5M | Sell |
112,685
-7,416
| -6% | -$1.61M | 0.28% | 69 |
|
|
2015
Q3 | $24.9M | Sell |
120,101
-3,618
| -3% | -$736K | 0.3% | 62 |
|
|
2015
Q2 | $23M | Sell |
123,719
-31,712
| -20% | -$6.11M | 0.27% | 87 |
|
|
2015
Q1 | $29M | Buy |
155,431
+88,733
| +133% | +$17.5M | 0.35% | 66 |
|
|
2014
Q4 | $12.8M | Buy |
66,698
+11,206
| +20% | +$2.08M | 0.19% | 135 |
|
|
2014
Q3 | $10.1M | Sell |
55,492
-31,944
| -37% | -$5.44M | 0.18% | 146 |
|
|
2014
Q2 | $14.1M | Sell |
87,436
-221
| -0.3% | -$35.9K | 0.26% | 100 |
|
|
2014
Q1 | $14.3M | Buy |
87,657
+23,520
| +37% | +$3.69M | 0.3% | 78 |
|
|
2013
Q4 | $9.54M | Buy |
64,137
+60,152
| +1,509% | +$8.17M | 0.32% | 90 |
|
|
2013
Q3 | $508K | Sell |
3,985
-78,143
| -95% | -$9.49M | 0.02% | 434 |
|
|
2013
Q2 | $8.91M | Buy |
+82,128
| New | +$8.39M | 0.24% | 112 |
|
Other funds holding LMT
VCM
VPM
United Capital Financial Advisors's LMT Position: Q1 2026 in Review
United Capital Financial Advisors increased its Lockheed Martin (LMT) stake by 18% in Q1 2026, buying an estimated $850K and bringing the position to 9,261 shares worth $5.6M. The position accounts for 0.03% of the portfolio, ranked #345.
United Capital Financial Advisors first reported a position in LMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $36M in Q1 2018. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- United Capital Financial Advisors held 9,261 shares of Lockheed Martin worth $5.6M as of Q1 2026.
- United Capital Financial Advisors bought 1,380 Lockheed Martin shares in Q1 2026, an estimated $850K.
- Lockheed Martin made up 0.03% of United Capital Financial Advisors's portfolio in Q1 2026, its #345 holding.
- United Capital Financial Advisors first reported a position in Lockheed Martin in Q2 2013 and has held it in 52 quarters since.
- United Capital Financial Advisors's Lockheed Martin position peaked at $36M in Q1 2018.
- 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.