Waldron Private Wealth’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 | $236K | Sell |
463
-5
| -1% | -$2.7K | 0.01% | 317 |
|
|
2026
Q1 | $283K | Buy |
468
+23
| +5% | +$14.2K | 0.01% | 282 |
|
|
2025
Q4 | $215K | Buy |
445
+5
| +1% | +$2.39K | 0.01% | 306 |
|
|
2025
Q3 | $220K | Sell |
440
-27
| -6% | -$12.3K | 0.01% | 296 |
|
|
2025
Q2 | $216K | Sell |
467
-107
| -19% | -$50.1K | 0.01% | 284 |
|
|
2025
Q1 | $256K | Sell |
574
-1,104
| -66% | -$508K | 0.01% | 264 |
|
|
2024
Q4 | $815K | Buy |
1,678
+13
| +0.8% | +$7.09K | 0.03% | 193 |
|
|
2024
Q3 | $973K | Buy |
1,665
+252
| +18% | +$135K | 0.04% | 165 |
|
|
2024
Q2 | $660K | Buy |
1,413
+190
| +16% | +$87.8K | 0.03% | 193 |
|
|
2024
Q1 | $560K | Sell |
1,223
-232
| -16% | -$102K | 0.03% | 223 |
|
|
2023
Q4 | $659K | Buy |
1,455
+44
| +3% | +$19.5K | 0.03% | 198 |
|
|
2023
Q3 | $577K | Sell |
1,411
-90
| -6% | -$39.9K | 0.03% | 204 |
|
|
2023
Q2 | $691K | Sell |
1,501
-227
| -13% | -$105K | 0.03% | 193 |
|
|
2023
Q1 | $817K | Buy |
1,728
+396
| +30% | +$186K | 0.04% | 189 |
|
|
2022
Q4 | $514K | Hold |
1,332
| – | – | 0.03% | 234 |
|
|
2022
Q3 | $514K | Sell |
1,332
-3
| -0.2% | -$1.25K | 0.03% | 234 |
|
|
2022
Q2 | $573K | Buy |
1,335
+214
| +19% | +$94K | 0.03% | 229 |
|
|
2022
Q1 | $495K | Buy |
1,121
+8
| +0.7% | +$3.24K | 0.03% | 256 |
|
|
2021
Q4 | $395K | Buy |
1,113
+17
| +2% | +$5.88K | 0.02% | 279 |
|
|
2021
Q3 | $378K | Buy |
1,096
+33
| +3% | +$11.9K | 0.02% | 251 |
|
|
2021
Q2 | $402K | Sell |
1,063
-137
| -11% | -$52.7K | 0.03% | 234 |
|
|
2021
Q1 | $443K | Buy |
1,200
+366
| +44% | +$126K | 0.03% | 201 |
|
|
2020
Q4 | $296K | Sell |
834
-261
| -24% | -$95.9K | 0.02% | 229 |
|
|
2020
Q3 | $419K | Buy |
1,095
+242
| +28% | +$92.4K | 0.04% | 178 |
|
|
2020
Q2 | $311K | Buy |
+853
| New | +$322K | 0.03% | 195 |
|
|
2020
Q1 | – | Sell |
-548
| Closed | -$213K | – | 272 |
|
|
2019
Q4 | $213K | Buy |
+548
| New | +$210K | 0.02% | 253 |
|
|
2019
Q3 | – | Sell |
-713
| Closed | -$259K | – | 268 |
|
|
2019
Q2 | $259K | Buy |
+713
| New | +$239K | 0.03% | 205 |
|
|
2017
Q2 | – | Sell |
-1,002
| Closed | -$267K | – | 178 |
|
|
2017
Q1 | $267K | Buy |
+1,002
| New | +$262K | 0.07% | 178 |
|
Other funds holding LMT
Waldron Private Wealth's LMT Position: Q2 2026 in Review
Waldron Private Wealth reduced its Lockheed Martin (LMT) stake by 1.1% in Q2 2026, selling an estimated $2.7K and leaving 463 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #317.
Waldron Private Wealth first reported a position in LMT in Q1 2017 and has held it in 28 quarters since. The position peaked at $973K in Q3 2024. 2,784 funds tracked by Wall St. Rank hold LMT as of Q2 2026.
- Waldron Private Wealth held 463 shares of Lockheed Martin worth $236K as of Q2 2026.
- Waldron Private Wealth sold 5 Lockheed Martin shares in Q2 2026, an estimated $2.7K.
- Lockheed Martin made up 0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #317 holding.
- Waldron Private Wealth first reported a position in Lockheed Martin in Q1 2017 and has held it in 28 quarters since.
- Waldron Private Wealth's Lockheed Martin position peaked at $973K in Q3 2024.
- 2,784 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.
Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.