WealthTrust Axiom’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 | $530K | Hold |
877
| – | – | 0.13% | 142 |
|
|
2025
Q4 | $424K | Hold |
877
| – | – | 0.11% | 160 |
|
|
2025
Q3 | $438K | Buy |
877
+181
| +26% | +$82.1K | 0.12% | 156 |
|
|
2025
Q2 | $323K | Hold |
696
| – | – | 0.09% | 175 |
|
|
2025
Q1 | $311K | Buy |
696
+10
| +1% | +$4.6K | 0.09% | 184 |
|
|
2024
Q4 | $334K | Hold |
686
| – | – | 0.1% | 176 |
|
|
2024
Q3 | $401K | Sell |
686
-210
| -23% | -$113K | 0.12% | 159 |
|
|
2024
Q2 | $419K | Buy |
896
+10
| +1% | +$4.62K | 0.14% | 146 |
|
|
2024
Q1 | $403K | Hold |
886
| – | – | 0.13% | 155 |
|
|
2023
Q4 | $402K | Hold |
886
| – | – | 0.13% | 148 |
|
|
2023
Q3 | $362K | Hold |
886
| – | – | 0.13% | 154 |
|
|
2023
Q2 | $408K | Sell |
886
-240
| -21% | -$111K | 0.14% | 154 |
|
|
2023
Q1 | $532K | Hold |
1,126
| – | – | 0.18% | 117 |
|
|
2022
Q4 | $548K | Hold |
1,126
| – | – | 0.19% | 109 |
|
|
2022
Q3 | $435K | Hold |
1,126
| – | – | 0.17% | 122 |
|
|
2022
Q2 | $484K | Hold |
1,126
| – | – | 0.17% | 119 |
|
|
2022
Q1 | $497K | Hold |
1,126
| – | – | 0.16% | 132 |
|
|
2021
Q4 | $400K | Buy |
1,126
+480
| +74% | +$166K | 0.13% | 150 |
|
|
2021
Q3 | $223K | Hold |
646
| – | – | 0.08% | 208 |
|
|
2021
Q2 | $244K | Sell |
646
-9
| -1% | -$3.46K | 0.08% | 201 |
|
|
2021
Q1 | $242K | Hold |
655
| – | – | 0.08% | 189 |
|
|
2020
Q4 | $232K | Buy |
655
+1
| +0.2% | +$368 | 0.08% | 186 |
|
|
2020
Q3 | $250K | Sell |
654
-251
| -28% | -$95.8K | 0.11% | 152 |
|
|
2020
Q2 | $330K | Buy |
905
+1
| +0.1% | +$378 | 0.15% | 122 |
|
|
2020
Q1 | $306K | Sell |
904
-50
| -5% | -$19.7K | 0.15% | 118 |
|
|
2019
Q4 | $371K | Hold |
954
| – | – | 0.12% | 125 |
|
|
2019
Q3 | $372K | Hold |
954
| – | – | 0.13% | 128 |
|
|
2019
Q2 | $346K | Hold |
954
| – | – | 0.12% | 140 |
|
|
2019
Q1 | $286K | Hold |
954
| – | – | 0.1% | 155 |
|
|
2018
Q4 | $249K | Hold |
954
| – | – | 0.1% | 159 |
|
|
2018
Q3 | $330K | Buy |
954
+239
| +33% | +$77.1K | 0.11% | 146 |
|
|
2018
Q2 | $211K | Hold |
715
| – | – | 0.07% | 195 |
|
|
2018
Q1 | $241K | Buy |
+715
| New | +$243K | 0.09% | 183 |
|
|
2017
Q1 | – | Sell |
-1,823
| Closed | -$455K | – | 236 |
|
|
2016
Q4 | $455K | Sell |
1,823
-500
| -22% | -$125K | 0.17% | 117 |
|
|
2016
Q3 | $556K | Hold |
2,323
| – | – | 0.21% | 104 |
|
|
2016
Q2 | $576K | Hold |
2,323
| – | – | 0.22% | 96 |
|
|
2016
Q1 | $514K | Hold |
2,323
| – | – | 0.2% | 98 |
|
|
2015
Q4 | $504K | Buy |
+2,323
| New | +$504K | 0.2% | 102 |
|
|
2015
Q1 | – | Sell |
-1,115
| Closed | -$214K | – | 236 |
|
|
2014
Q4 | $214K | Hold |
1,115
| – | – | 0.08% | 190 |
|
|
2014
Q3 | $203K | Buy |
+1,115
| New | +$190K | 0.07% | 194 |
|
Other funds holding LMT
VCM
VPM
WealthTrust Axiom's LMT Position: Q1 2026 in Review
WealthTrust Axiom held its Lockheed Martin (LMT) position steady in Q1 2026 at 877 shares worth $530K. The position accounts for 0.13% of the portfolio, ranked #142.
WealthTrust Axiom first reported a position in LMT in Q3 2014 and has held it in 40 quarters since. The position peaked at $576K in Q2 2016. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- WealthTrust Axiom held 877 shares of Lockheed Martin worth $530K as of Q1 2026.
- WealthTrust Axiom left its Lockheed Martin share count unchanged in Q1 2026.
- Lockheed Martin made up 0.13% of WealthTrust Axiom's portfolio in Q1 2026, its #142 holding.
- WealthTrust Axiom first reported a position in Lockheed Martin in Q3 2014 and has held it in 40 quarters since.
- WealthTrust Axiom's Lockheed Martin position peaked at $576K in Q2 2016.
- 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on WealthTrust Axiom's 13F filing for Q1 2026, filed 11 May 2026.