Valley Wealth Managers’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 | $4.8M | Sell |
7,934
-276
| -3% | -$170K | 0.31% | 70 |
|
|
2025
Q4 | $3.97M | Buy |
8,210
+200
| +2% | +$95.7K | 0.25% | 90 |
|
|
2025
Q3 | $4M | Buy |
8,010
+289
| +4% | +$131K | 0.26% | 90 |
|
|
2025
Q2 | $3.58M | Buy |
7,721
+207
| +3% | +$96.9K | 0.26% | 94 |
|
|
2025
Q1 | $3.36M | Buy |
7,514
+335
| +5% | +$154K | 0.25% | 92 |
|
|
2024
Q4 | $3.49M | Sell |
7,179
-810
| -10% | -$442K | 0.26% | 84 |
|
|
2024
Q3 | $4.67M | Sell |
7,989
-187
| -2% | -$100K | 0.35% | 62 |
|
|
2024
Q2 | $3.82M | Sell |
8,176
-541
| -6% | -$250K | 0.3% | 80 |
|
|
2024
Q1 | $3.97M | Sell |
8,717
-363
| -4% | -$159K | 0.3% | 84 |
|
|
2023
Q4 | $4.12M | Sell |
9,080
-238
| -3% | -$105K | 0.32% | 77 |
|
|
2023
Q3 | $3.81M | Sell |
9,318
-216
| -2% | -$95.8K | 0.32% | 86 |
|
|
2023
Q2 | $4.39M | Sell |
9,534
-579
| -6% | -$269K | 0.39% | 63 |
|
|
2023
Q1 | $4.78M | Sell |
10,113
-136
| -1% | -$63.8K | 0.43% | 56 |
|
|
2022
Q4 | $4.99M | Sell |
10,249
-233
| -2% | -$108K | 0.46% | 56 |
|
|
2022
Q3 | $4.05M | Sell |
10,482
-15
| -0.1% | -$6.26K | 0.4% | 63 |
|
|
2022
Q2 | $4.51M | Buy |
10,497
+163
| +2% | +$71.6K | 0.42% | 56 |
|
|
2022
Q1 | $4.56M | Buy |
10,334
+175
| +2% | +$70.9K | 0.38% | 62 |
|
|
2021
Q4 | $3.61M | Sell |
10,159
-40,845
| -80% | -$14.1M | 0.29% | 83 |
|
|
2021
Q3 | $17.6M | Buy |
51,004
+1,081
| +2% | +$391K | 1.53% | 30 |
|
|
2021
Q2 | $18.9M | Buy |
49,923
+25
| +0.1% | +$9.61K | 1.6% | 32 |
|
|
2021
Q1 | $18.4M | Buy |
49,898
+8,756
| +21% | +$3M | 1.66% | 32 |
|
|
2020
Q4 | $14.6M | Sell |
41,142
-4,739
| -10% | -$1.74M | 1.43% | 38 |
|
|
2020
Q3 | $17.6M | Sell |
45,881
-725
| -2% | -$277K | 1.94% | 19 |
|
|
2020
Q2 | $17M | Sell |
46,606
-616
| -1% | -$233K | 1.91% | 16 |
|
|
2020
Q1 | $16M | Buy |
47,222
+859
| +2% | +$338K | 2.08% | 11 |
|
|
2019
Q4 | $18.1M | Buy |
46,363
+40,128
| +644% | +$15.4M | 1.8% | 24 |
|
|
2019
Q3 | $2.43M | Sell |
6,235
-230
| -4% | -$86.5K | 0.26% | 68 |
|
|
2019
Q2 | $2.35M | Buy |
6,465
+77
| +1% | +$25.8K | 0.25% | 68 |
|
|
2019
Q1 | $1.92M | Sell |
6,388
-113
| -2% | -$33.1K | 0.21% | 76 |
|
|
2018
Q4 | $1.7M | Buy |
6,501
+1,012
| +18% | +$307K | 0.22% | 67 |
|
|
2018
Q3 | $1.9M | Sell |
5,489
-10
| -0.2% | -$3.23K | 0.22% | 59 |
|
|
2018
Q2 | $1.63M | Sell |
5,499
-366
| -6% | -$118K | 0.2% | 71 |
|
|
2018
Q1 | $1.98M | Buy |
5,865
+25
| +0.4% | +$8.51K | 0.24% | 57 |
|
|
2017
Q4 | $1.88M | Sell |
5,840
-125
| -2% | -$39.4K | 0.23% | 63 |
|
|
2017
Q3 | $1.85M | Buy |
5,965
+58
| +1% | +$17.3K | 0.23% | 59 |
|
|
2017
Q2 | $1.64M | Sell |
5,907
-267
| -4% | -$73.4K | 0.22% | 66 |
|
|
2017
Q1 | $1.65M | Buy |
6,174
+129
| +2% | +$33.8K | 0.22% | 72 |
|
|
2016
Q4 | $1.51M | Buy |
6,045
+32
| +0.5% | +$8K | 0.22% | 71 |
|
|
2016
Q3 | $1.44M | Buy |
6,013
+609
| +11% | +$152K | 0.21% | 74 |
|
|
2016
Q2 | $1.34M | Buy |
5,404
+184
| +4% | +$43.4K | 0.2% | 71 |
|
|
2016
Q1 | $1.16M | Sell |
5,220
-285
| -5% | -$61.3K | 0.2% | 64 |
|
|
2015
Q4 | $1.2M | Hold |
5,505
| – | – | 0.21% | 57 |
|
|
2015
Q3 | $1.14M | Sell |
5,505
-440
| -7% | -$89.5K | 0.21% | 57 |
|
|
2015
Q2 | $1.1M | Sell |
5,945
-85
| -1% | -$16.4K | 0.19% | 67 |
|
|
2015
Q1 | $1.22M | Sell |
6,030
-125
| -2% | -$24.7K | 0.21% | 62 |
|
|
2014
Q4 | $1.19M | Buy |
6,155
+323
| +6% | +$59.9K | 0.21% | 66 |
|
|
2014
Q3 | $1.07M | Buy |
5,832
+167
| +3% | +$28.4K | 0.2% | 62 |
|
|
2014
Q2 | $911K | Buy |
5,665
+1,290
| +29% | +$210K | 0.17% | 75 |
|
|
2014
Q1 | $714K | Buy |
4,375
+530
| +14% | +$83.2K | 0.14% | 81 |
|
|
2013
Q4 | $572K | Buy |
3,845
+190
| +5% | +$25.8K | 0.12% | 87 |
|
|
2013
Q3 | $466K | Sell |
3,655
-1,130
| -24% | -$137K | 0.1% | 88 |
|
|
2013
Q2 | $519K | Buy |
+4,785
| New | +$489K | 0.12% | 82 |
|
Other funds holding LMT
VCM
VPM
Valley Wealth Managers's LMT Position: Q1 2026 in Review
Valley Wealth Managers reduced its Lockheed Martin (LMT) stake by 3.4% in Q1 2026, selling an estimated $170K and leaving 7,934 shares worth $4.8M. The position accounts for 0.31% of the portfolio, ranked #70.
Valley Wealth Managers first reported a position in LMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $18.9M in Q2 2021. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- Valley Wealth Managers held 7,934 shares of Lockheed Martin worth $4.8M as of Q1 2026.
- Valley Wealth Managers sold 276 Lockheed Martin shares in Q1 2026, an estimated $170K.
- Lockheed Martin made up 0.31% of Valley Wealth Managers's portfolio in Q1 2026, its #70 holding.
- Valley Wealth Managers first reported a position in Lockheed Martin in Q2 2013 and has held it in 52 quarters since.
- Valley Wealth Managers's Lockheed Martin position peaked at $18.9M in Q2 2021.
- 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.