Valmark Advisers’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 | $2.17M | Sell |
3,584
-20
| -0.6% | -$12.3K | 0.03% | 238 |
|
|
2025
Q4 | $1.74M | Sell |
3,604
-58
| -2% | -$27.8K | 0.02% | 266 |
|
|
2025
Q3 | $1.83M | Sell |
3,662
-268
| -7% | -$122K | 0.02% | 242 |
|
|
2025
Q2 | $1.82M | Buy |
3,930
+41
| +1% | +$19.2K | 0.03% | 240 |
|
|
2025
Q1 | $1.74M | Buy |
3,889
+2
| +0.1% | +$921 | 0.03% | 229 |
|
|
2024
Q4 | $1.89M | Buy |
3,887
+147
| +4% | +$80.1K | 0.03% | 213 |
|
|
2024
Q3 | $2.19M | Sell |
3,740
-10
| -0.3% | -$5.37K | 0.03% | 187 |
|
|
2024
Q2 | $1.75M | Buy |
3,750
+251
| +7% | +$116K | 0.03% | 198 |
|
|
2024
Q1 | $1.59M | Buy |
3,499
+22
| +0.6% | +$9.64K | 0.03% | 203 |
|
|
2023
Q4 | $1.58M | Buy |
3,477
+70
| +2% | +$31K | 0.03% | 193 |
|
|
2023
Q3 | $1.39M | Sell |
3,407
-36
| -1% | -$16K | 0.03% | 184 |
|
|
2023
Q2 | $1.59M | Sell |
3,443
-99
| -3% | -$46K | 0.03% | 176 |
|
|
2023
Q1 | $1.67M | Sell |
3,542
-87
| -2% | -$40.8K | 0.04% | 162 |
|
|
2022
Q4 | $1.77M | Buy |
3,629
+147
| +4% | +$68.3K | 0.04% | 151 |
|
|
2022
Q3 | $1.34M | Buy |
3,482
+39
| +1% | +$16.3K | 0.03% | 159 |
|
|
2022
Q2 | $1.48M | Sell |
3,443
-90
| -3% | -$39.5K | 0.03% | 147 |
|
|
2022
Q1 | $1.56M | Buy |
3,533
+53
| +2% | +$21.5K | 0.03% | 153 |
|
|
2021
Q4 | $1.24M | Buy |
3,480
+60
| +2% | +$20.8K | 0.02% | 174 |
|
|
2021
Q3 | $1.18M | Buy |
3,420
+107
| +3% | +$38.7K | 0.02% | 168 |
|
|
2021
Q2 | $1.25M | Buy |
3,313
+20
| +0.6% | +$7.69K | 0.02% | 159 |
|
|
2021
Q1 | $1.22M | Buy |
3,293
+491
| +18% | +$168K | 0.02% | 160 |
|
|
2020
Q4 | $995K | Buy |
2,802
+2,167
| +341% | +$797K | 0.02% | 169 |
|
|
2020
Q3 | $243K | Sell |
635
-70
| -10% | -$26.7K | 0.01% | 267 |
|
|
2020
Q2 | $257K | Buy |
705
+45
| +7% | +$17K | 0.01% | 234 |
|
|
2020
Q1 | $224K | Buy |
660
+131
| +25% | +$51.5K | 0.01% | 213 |
|
|
2019
Q4 | $206K | Sell |
529
-217
| -29% | -$83.3K | ﹤0.01% | 230 |
|
|
2019
Q3 | $291K | Buy |
746
+76
| +11% | +$28.6K | 0.01% | 194 |
|
|
2019
Q2 | $244K | Sell |
670
-50
| -7% | -$16.7K | 0.01% | 201 |
|
|
2019
Q1 | $216K | Buy |
+720
| New | +$211K | ﹤0.01% | 209 |
|
|
2018
Q4 | – | Sell |
-810
| Closed | -$280K | – | 213 |
|
|
2018
Q3 | $280K | Hold |
810
| – | – | 0.01% | 169 |
|
|
2018
Q2 | $239K | Hold |
810
| – | – | 0.01% | 170 |
|
|
2018
Q1 | $274K | Sell |
810
-84
| -9% | -$28.6K | 0.01% | 157 |
|
|
2017
Q4 | $287K | Buy |
+894
| New | +$282K | 0.01% | 153 |
|
Other funds holding LMT
VCM
VPM
Valmark Advisers's LMT Position: Q1 2026 in Review
Valmark Advisers reduced its Lockheed Martin (LMT) stake by 0.55% in Q1 2026, selling an estimated $12.3K and leaving 3,584 shares worth $2.17M. The position accounts for 0.03% of the portfolio, ranked #238.
Valmark Advisers first reported a position in LMT in Q4 2017 and has held it in 33 quarters since. The position peaked at $2.19M in Q3 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- Valmark Advisers held 3,584 shares of Lockheed Martin worth $2.17M as of Q1 2026.
- Valmark Advisers sold 20 Lockheed Martin shares in Q1 2026, an estimated $12.3K.
- Lockheed Martin made up 0.03% of Valmark Advisers's portfolio in Q1 2026, its #238 holding.
- Valmark Advisers first reported a position in Lockheed Martin in Q4 2017 and has held it in 33 quarters since.
- Valmark Advisers's Lockheed Martin position peaked at $2.19M in Q3 2024.
- 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.