Univest Financial’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 | $5.09M | Sell |
8,429
-1,560
| -16% | -$961K | 0.29% | 67 |
|
|
2025
Q4 | $4.83M | Sell |
9,989
-185
| -2% | -$88.5K | 0.26% | 72 |
|
|
2025
Q3 | $5.08M | Buy |
10,174
+83
| +0.8% | +$37.7K | 0.28% | 64 |
|
|
2025
Q2 | $4.67M | Sell |
10,091
-128
| -1% | -$59.9K | 0.28% | 67 |
|
|
2025
Q1 | $4.57M | Sell |
10,219
-233
| -2% | -$107K | 0.3% | 64 |
|
|
2024
Q4 | $5.08M | Sell |
10,452
-346
| -3% | -$189K | 0.32% | 61 |
|
|
2024
Q3 | $6.31M | Buy |
10,798
+9,798
| +980% | +$5.26M | 0.42% | 50 |
|
|
2024
Q2 | $467K | Sell |
1,000
-17
| -2% | -$7.86K | 0.13% | 73 |
|
|
2024
Q1 | $463K | Buy |
1,017
+24
| +2% | +$10.5K | 0.13% | 66 |
|
|
2023
Q4 | $450K | Buy |
993
+41
| +4% | +$18.2K | 0.13% | 71 |
|
|
2023
Q3 | $389K | Sell |
952
-67
| -7% | -$29.7K | 0.13% | 65 |
|
|
2023
Q2 | $469K | Buy |
1,019
+38
| +4% | +$17.6K | 0.14% | 64 |
|
|
2023
Q1 | $464K | Sell |
981
-89
| -8% | -$41.7K | 0.14% | 64 |
|
|
2022
Q4 | $521K | Sell |
1,070
-159
| -13% | -$73.9K | 0.16% | 69 |
|
|
2022
Q3 | $474K | Sell |
1,229
-95
| -7% | -$39.7K | 0.16% | 71 |
|
|
2022
Q2 | $570K | Sell |
1,324
-68
| -5% | -$29.9K | 0.19% | 60 |
|
|
2022
Q1 | $614K | Sell |
1,392
-311
| -18% | -$126K | 0.17% | 61 |
|
|
2021
Q4 | $606K | Sell |
1,703
-256
| -13% | -$88.5K | 0.15% | 61 |
|
|
2021
Q3 | $676K | Sell |
1,959
-188
| -9% | -$68K | 0.19% | 53 |
|
|
2021
Q2 | $812K | Buy |
2,147
+127
| +6% | +$48.8K | 0.22% | 52 |
|
|
2021
Q1 | $746K | Buy |
2,020
+298
| +17% | +$102K | 0.21% | 53 |
|
|
2020
Q4 | $611K | Sell |
1,722
-208
| -11% | -$76.5K | 0.18% | 61 |
|
|
2020
Q3 | $740K | Buy |
1,930
+14
| +0.7% | +$5.34K | 0.23% | 57 |
|
|
2020
Q2 | $700K | Sell |
1,916
-84
| -4% | -$31.7K | 0.23% | 55 |
|
|
2020
Q1 | $678K | Sell |
2,000
-727
| -27% | -$286K | 0.27% | 57 |
|
|
2019
Q4 | $682K | Buy |
2,727
+1,419
| +108% | +$545K | 0.29% | 66 |
|
|
2019
Q3 | $510K | Sell |
1,308
-642
| -33% | -$241K | 0.16% | 72 |
|
|
2019
Q2 | $709K | Sell |
1,950
-26
| -1% | -$8.7K | 0.22% | 64 |
|
|
2019
Q1 | $593K | Buy |
1,976
+218
| +12% | +$63.9K | 0.19% | 68 |
|
|
2018
Q4 | $460K | Sell |
1,758
-36
| -2% | -$10.9K | 0.17% | 78 |
|
|
2018
Q3 | $621K | Sell |
1,794
-889
| -33% | -$287K | 0.19% | 69 |
|
|
2018
Q2 | $793K | Sell |
2,683
-36
| -1% | -$11.6K | 0.32% | 58 |
|
|
2018
Q1 | $919K | Sell |
2,719
-255
| -9% | -$86.8K | 0.4% | 51 |
|
|
2017
Q4 | $955K | Buy |
2,974
+101
| +4% | +$31.8K | 0.38% | 53 |
|
|
2017
Q3 | $891K | Buy |
2,873
+77
| +3% | +$23K | 0.38% | 56 |
|
|
2017
Q2 | $776K | Sell |
2,796
-45
| -2% | -$12.4K | 0.33% | 58 |
|
|
2017
Q1 | $760K | Buy |
2,841
+114
| +4% | +$29.9K | 0.33% | 60 |
|
|
2016
Q4 | $682K | Buy |
2,727
+125
| +5% | +$31.2K | 0.29% | 66 |
|
|
2016
Q3 | $624K | Buy |
2,602
+48
| +2% | +$12K | 0.28% | 60 |
|
|
2016
Q2 | $634K | Sell |
2,554
-103
| -4% | -$24.3K | 0.29% | 61 |
|
|
2016
Q1 | $589K | Buy |
2,657
+45
| +2% | +$9.68K | 0.27% | 61 |
|
|
2015
Q4 | $567K | Sell |
2,612
-265
| -9% | -$57.5K | 0.26% | 65 |
|
|
2015
Q3 | $596K | Buy |
2,877
+32
| +1% | +$6.51K | 0.29% | 61 |
|
|
2015
Q2 | $529K | Sell |
2,845
-342
| -11% | -$65.9K | 0.24% | 60 |
|
|
2015
Q1 | $647K | Sell |
3,187
-111
| -3% | -$21.9K | 0.29% | 63 |
|
|
2014
Q4 | $635K | Buy |
3,298
+81
| +3% | +$15K | 0.28% | 62 |
|
|
2014
Q3 | $588K | Sell |
3,217
-380
| -11% | -$64.7K | 0.28% | 63 |
|
|
2014
Q2 | $578K | Buy |
3,597
+143
| +4% | +$23.2K | 0.27% | 63 |
|
|
2014
Q1 | $564K | Buy |
3,454
+354
| +11% | +$55.6K | 0.28% | 62 |
|
|
2013
Q4 | $461K | Buy |
3,100
+73
| +2% | +$9.91K | 0.23% | 65 |
|
|
2013
Q3 | $386K | Buy |
3,027
+426
| +16% | +$51.7K | 0.21% | 64 |
|
|
2013
Q2 | $282K | Buy |
+2,601
| New | +$266K | 0.15% | 62 |
|
Other funds holding LMT
VCM
VPM
Univest Financial's LMT Position: Q1 2026 in Review
Univest Financial reduced its Lockheed Martin (LMT) stake by 16% in Q1 2026, selling an estimated $961K and leaving 8,429 shares worth $5.09M. The position accounts for 0.29% of the portfolio, ranked #67.
Univest Financial first reported a position in LMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.31M in Q3 2024. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- Univest Financial held 8,429 shares of Lockheed Martin worth $5.09M as of Q1 2026.
- Univest Financial sold 1,560 Lockheed Martin shares in Q1 2026, an estimated $961K.
- Lockheed Martin made up 0.29% of Univest Financial's portfolio in Q1 2026, its #67 holding.
- Univest Financial first reported a position in Lockheed Martin in Q2 2013 and has held it in 52 quarters since.
- Univest Financial's Lockheed Martin position peaked at $6.31M in Q3 2024.
- 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.