Vaughan David Investments’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
Q2 | $47.1M | Buy |
92,543
+1,418
| +2% | +$767K | 0.94% | 42 |
|
|
2026
Q1 | $55.1M | Sell |
91,125
-1,297
| -1% | -$799K | 1.16% | 30 |
|
|
2025
Q4 | $44.7M | Buy |
92,422
+416
| +0.5% | +$199K | 0.97% | 47 |
|
|
2025
Q3 | $45.9M | Buy |
92,006
+1,601
| +2% | +$726K | 0.99% | 48 |
|
|
2025
Q2 | $41.9M | Buy |
90,405
+965
| +1% | +$452K | 0.94% | 53 |
|
|
2025
Q1 | $40M | Buy |
89,440
+756
| +0.9% | +$348K | 0.93% | 58 |
|
|
2024
Q4 | $43.1M | Buy |
88,684
+742
| +0.8% | +$404K | 1.02% | 47 |
|
|
2024
Q3 | $51.4M | Buy |
87,942
+133
| +0.2% | +$71.4K | 1.18% | 22 |
|
|
2024
Q2 | $41M | Buy |
87,809
+367
| +0.4% | +$170K | 1.04% | 39 |
|
|
2024
Q1 | $39.8M | Buy |
87,442
+1,883
| +2% | +$825K | 0.99% | 44 |
|
|
2023
Q4 | $38.8M | Buy |
85,559
+1,066
| +1% | +$472K | 1.06% | 38 |
|
|
2023
Q3 | $34.6M | Buy |
84,493
+2,448
| +3% | +$1.09M | 1.05% | 41 |
|
|
2023
Q2 | $37.8M | Buy |
82,045
+764
| +0.9% | +$355K | 1.1% | 33 |
|
|
2023
Q1 | $38.4M | Sell |
81,281
-22
| -0% | -$10.3K | 1.16% | 30 |
|
|
2022
Q4 | $39.6M | Buy |
81,303
+302
| +0.4% | +$140K | 1.18% | 29 |
|
|
2022
Q3 | $31.3M | Buy |
81,001
+1,543
| +2% | +$644K | 1.05% | 44 |
|
|
2022
Q2 | $34.2M | Buy |
79,458
+2,248
| +3% | +$987K | 1.09% | 41 |
|
|
2022
Q1 | $34.1M | Buy |
77,210
+895
| +1% | +$363K | 1% | 50 |
|
|
2021
Q4 | $27.1M | Buy |
76,315
+848
| +1% | +$293K | 0.79% | 72 |
|
|
2021
Q3 | $26M | Buy |
75,467
+3,453
| +5% | +$1.25M | 0.83% | 71 |
|
|
2021
Q2 | $27.2M | Buy |
72,014
+4,521
| +7% | +$1.74M | 0.85% | 69 |
|
|
2021
Q1 | $24.9M | Buy |
67,493
+38,699
| +134% | +$13.3M | 0.79% | 70 |
|
|
2020
Q4 | $10.2M | Buy |
28,794
+27,739
| +2,629% | +$10.2M | 0.35% | 82 |
|
|
2020
Q3 | $404K | Buy |
1,055
+44
| +4% | +$16.8K | 0.02% | 139 |
|
|
2020
Q2 | $369K | Hold |
1,011
| – | – | 0.02% | 145 |
|
|
2020
Q1 | $343K | Hold |
1,011
| – | – | 0.02% | 140 |
|
|
2019
Q4 | $394K | Buy |
1,011
+34
| +3% | +$13K | 0.01% | 151 |
|
|
2019
Q3 | $381K | Hold |
977
| – | – | 0.01% | 151 |
|
|
2019
Q2 | $355K | Sell |
977
-64
| -6% | -$21.4K | 0.01% | 156 |
|
|
2019
Q1 | $313K | Buy |
1,041
+64
| +7% | +$18.8K | 0.01% | 159 |
|
|
2018
Q4 | $256K | Sell |
977
-181
| -16% | -$54.9K | 0.01% | 164 |
|
|
2018
Q3 | $401K | Sell |
1,158
-37
| -3% | -$11.9K | 0.02% | 139 |
|
|
2018
Q2 | $353K | Buy |
1,195
+46
| +4% | +$14.8K | 0.02% | 143 |
|
|
2018
Q1 | $388K | Sell |
1,149
-70
| -6% | -$23.8K | 0.02% | 144 |
|
|
2017
Q4 | $391K | Sell |
1,219
-8
| -0.7% | -$2.52K | 0.02% | 144 |
|
|
2017
Q3 | $381K | Sell |
1,227
-309
| -20% | -$92.2K | 0.02% | 136 |
|
|
2017
Q2 | $426K | Buy |
1,536
+54
| +4% | +$14.8K | 0.02% | 128 |
|
|
2017
Q1 | $397K | Buy |
1,482
+69
| +5% | +$18.1K | 0.02% | 128 |
|
|
2016
Q4 | $353K | Hold |
1,413
| – | – | 0.02% | 129 |
|
|
2016
Q3 | $339K | Sell |
1,413
-182
| -11% | -$45.5K | 0.02% | 127 |
|
|
2016
Q2 | $396K | Sell |
1,595
-35
| -2% | -$8.25K | 0.02% | 124 |
|
|
2016
Q1 | $361K | Buy |
1,630
+16
| +1% | +$3.44K | 0.02% | 127 |
|
|
2015
Q4 | $351K | Buy |
1,614
+160
| +11% | +$34.7K | 0.02% | 123 |
|
|
2015
Q3 | $301K | Buy |
1,454
+1
| +0.1% | +$203 | 0.02% | 132 |
|
|
2015
Q2 | $270K | Hold |
1,453
| – | – | 0.02% | 140 |
|
|
2015
Q1 | $295K | Buy |
1,453
+1
| +0.1% | +$197 | 0.02% | 136 |
|
|
2014
Q4 | $280K | Buy |
1,452
+8
| +0.6% | +$1.49K | 0.02% | 141 |
|
|
2014
Q3 | $264K | Hold |
1,444
| – | – | 0.02% | 138 |
|
|
2014
Q2 | $232K | Buy |
1,444
+51
| +4% | +$8.29K | 0.01% | 147 |
|
|
2014
Q1 | $227K | Buy |
+1,393
| New | +$219K | 0.01% | 143 |
|
Other funds holding LMT
Vaughan David Investments's LMT Position: Q2 2026 in Review
Vaughan David Investments increased its Lockheed Martin (LMT) stake by 1.6% in Q2 2026, buying an estimated $767K and bringing the position to 92,543 shares worth $47.1M. The position accounts for 0.94% of the portfolio, ranked #42.
Vaughan David Investments first reported a position in LMT in Q1 2014 and has held it in 50 quarters since. The position peaked at $55.1M in Q1 2026. 2,755 funds tracked by Wall St. Rank hold LMT as of Q2 2026.
- Vaughan David Investments held 92,543 shares of Lockheed Martin worth $47.1M as of Q2 2026.
- Vaughan David Investments bought 1,418 Lockheed Martin shares in Q2 2026, an estimated $767K.
- Lockheed Martin made up 0.94% of Vaughan David Investments's portfolio in Q2 2026, its #42 holding.
- Vaughan David Investments first reported a position in Lockheed Martin in Q1 2014 and has held it in 50 quarters since.
- Vaughan David Investments's Lockheed Martin position peaked at $55.1M in Q1 2026.
- 2,755 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.
Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.