Walter & Keenan Wealth Management’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 | $948K | Buy |
1,568
+53
| +3% | +$32.6K | 0.27% | 72 |
|
|
2025
Q4 | $733K | Buy |
1,515
+68
| +5% | +$32.5K | 0.2% | 84 |
|
|
2025
Q3 | $723K | Sell |
1,447
-64
| -4% | -$29K | 0.2% | 89 |
|
|
2025
Q2 | $700K | Sell |
1,511
-138
| -8% | -$64.6K | 0.2% | 92 |
|
|
2025
Q1 | $736K | Buy |
1,649
+84
| +5% | +$38.7K | 0.22% | 91 |
|
|
2024
Q4 | $761K | Sell |
1,565
-64
| -4% | -$34.9K | 0.23% | 89 |
|
|
2024
Q3 | $952K | Buy |
1,629
+23
| +1% | +$12.3K | 0.29% | 82 |
|
|
2024
Q2 | $750K | Sell |
1,606
-19
| -1% | -$8.78K | 0.24% | 84 |
|
|
2024
Q1 | $739K | Buy |
1,625
+280
| +21% | +$123K | 0.24% | 83 |
|
|
2023
Q4 | $610K | Buy |
1,345
+112
| +9% | +$49.6K | 0.22% | 89 |
|
|
2023
Q3 | $504K | Hold |
1,233
| – | – | 0.2% | 97 |
|
|
2023
Q2 | $568K | Buy |
1,233
+60
| +5% | +$27.9K | 0.21% | 97 |
|
|
2023
Q1 | $555K | Sell |
1,173
-650
| -36% | -$305K | 0.21% | 94 |
|
|
2022
Q4 | $887K | Buy |
1,823
+75
| +4% | +$34.9K | 0.35% | 69 |
|
|
2022
Q3 | $675K | Buy |
1,748
+15
| +0.9% | +$6.26K | 0.29% | 77 |
|
|
2022
Q2 | $745K | Hold |
1,733
| – | – | 0.29% | 73 |
|
|
2022
Q1 | $765K | Hold |
1,733
| – | – | 0.26% | 76 |
|
|
2021
Q4 | $616K | Sell |
1,733
-100
| -5% | -$34.6K | 0.2% | 85 |
|
|
2021
Q3 | $633K | Buy |
1,833
+71
| +4% | +$25.7K | 0.21% | 87 |
|
|
2021
Q2 | $667K | Sell |
1,762
-47
| -3% | -$18.1K | 0.23% | 85 |
|
|
2021
Q1 | $668K | Buy |
1,809
+358
| +25% | +$123K | 0.24% | 83 |
|
|
2020
Q4 | $515K | Buy |
1,451
+5
| +0.3% | +$1.84K | 0.19% | 92 |
|
|
2020
Q3 | $554K | Buy |
1,446
+13
| +0.9% | +$4.96K | 0.22% | 87 |
|
|
2020
Q2 | $523K | Sell |
1,433
-2,308
| -62% | -$872K | 0.21% | 90 |
|
|
2020
Q1 | $1.27M | Buy |
3,741
+2,645
| +241% | +$1.04M | 0.5% | 31 |
|
|
2019
Q4 | $427K | Hold |
1,096
| – | – | 0.16% | 100 |
|
|
2019
Q3 | $428K | Hold |
1,096
| – | – | 0.16% | 103 |
|
|
2019
Q2 | $398K | Sell |
1,096
-250
| -19% | -$83.6K | 0.18% | 100 |
|
|
2019
Q1 | $404K | Hold |
1,346
| – | – | 0.18% | 102 |
|
|
2018
Q4 | $352K | Buy |
1,346
+200
| +17% | +$60.7K | 0.16% | 104 |
|
|
2018
Q3 | $396 | Hold |
1,146
| – | – | 0.12% | 108 |
|
|
2018
Q2 | $339K | Buy |
1,146
+50
| +5% | +$16.1K | 0.15% | 120 |
|
|
2018
Q1 | $370K | Hold |
1,096
| – | – | 0.16% | 116 |
|
|
2017
Q4 | $352K | Hold |
1,096
| – | – | 0.15% | 117 |
|
|
2017
Q3 | $340K | Buy |
+1,096
| New | +$327K | 0.16% | 113 |
|
|
2017
Q2 | – | Sell |
-996
| Closed | -$267K | – | 158 |
|
|
2017
Q1 | $267K | Sell |
996
-400
| -29% | -$105K | 0.14% | 123 |
|
|
2016
Q4 | $349K | Sell |
1,396
-100
| -7% | -$25K | 0.19% | 100 |
|
|
2016
Q3 | $359K | Hold |
1,496
| – | – | 0.2% | 97 |
|
|
2016
Q2 | $371K | Buy |
1,496
+100
| +7% | +$23.6K | 0.21% | 99 |
|
|
2016
Q1 | $309K | Sell |
1,396
-550
| -28% | -$118K | 0.18% | 102 |
|
|
2015
Q4 | $423K | Sell |
1,946
-900
| -32% | -$195K | 0.25% | 87 |
|
|
2015
Q3 | $590K | Hold |
2,846
| – | – | 0.36% | 64 |
|
|
2015
Q2 | $529K | Buy |
2,846
+100
| +4% | +$19.3K | 0.31% | 79 |
|
|
2015
Q1 | $557K | Buy |
2,746
+200
| +8% | +$39.5K | 0.32% | 79 |
|
|
2014
Q4 | $490K | Sell |
2,546
-200
| -7% | -$37.1K | 0.28% | 85 |
|
|
2014
Q3 | $502K | Sell |
2,746
-100
| -4% | -$17K | 0.29% | 80 |
|
|
2014
Q2 | $457K | Sell |
2,846
-300
| -10% | -$48.8K | 0.24% | 93 |
|
|
2014
Q1 | $514K | Buy |
+3,146
| New | +$494K | 0.28% | 84 |
|
Other funds holding LMT
VCM
VPM
Walter & Keenan Wealth Management's LMT Position: Q1 2026 in Review
Walter & Keenan Wealth Management increased its Lockheed Martin (LMT) stake by 3.5% in Q1 2026, buying an estimated $32.6K and bringing the position to 1,568 shares worth $948K. The position accounts for 0.27% of the portfolio, ranked #72.
Walter & Keenan Wealth Management first reported a position in LMT in Q1 2014 and has held it in 48 quarters since. The position peaked at $1.27M in Q1 2020. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- Walter & Keenan Wealth Management held 1,568 shares of Lockheed Martin worth $948K as of Q1 2026.
- Walter & Keenan Wealth Management bought 53 Lockheed Martin shares in Q1 2026, an estimated $32.6K.
- Lockheed Martin made up 0.27% of Walter & Keenan Wealth Management's portfolio in Q1 2026, its #72 holding.
- Walter & Keenan Wealth Management first reported a position in Lockheed Martin in Q1 2014 and has held it in 48 quarters since.
- Walter & Keenan Wealth Management's Lockheed Martin position peaked at $1.27M in Q1 2020.
- 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on Walter & Keenan Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.