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Arkadios Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Arkadios Wealth Advisors’s Portfolio LMT Stock Details LMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.3M Sell
20,135
-126
-0.6% -$68.1K 0.16% 151
2026
Q1 		$12.2M Sell
20,261
-62
-0.3% -$38.2K 0.2% 108
2025
Q4 		$9.83M Buy
20,323
+617
+3% +$295K 0.19% 115
2025
Q3 		$9.84M Buy
19,706
+1,286
+7% +$583K 0.24% 88
2025
Q2 		$8.53M Buy
18,420
+2,510
+16% +$1.17M 0.25% 78
2025
Q1 		$7.11M Buy
15,910
+6,187
+64% +$2.85M 0.27% 77
2024
Q4 		$4.72M Buy
9,723
+658
+7% +$359K 0.26% 84
2024
Q3 		$5.3M Buy
9,065
+823
+10% +$442K 0.3% 67
2024
Q2 		$3.85M Buy
8,242
+2,738
+50% +$1.27M 0.26% 80
2024
Q1 		$2.5M Buy
5,504
+121
+2% +$53K 0.19% 119
2023
Q4 		$2.44M Buy
5,383
+155
+3% +$68.7K 0.21% 111
2023
Q3 		$2.14M Buy
5,228
+353
+7% +$157K 0.2% 118
2023
Q2 		$2.24M Sell
4,875
-405
-8% -$188K 0.26% 96
2023
Q1 		$2.5M Buy
5,280
+523
+11% +$245K 0.3% 88
2022
Q4 		$2.31M Buy
4,757
+601
+14% +$279K 0.31% 91
2022
Q3 		$1.61M Buy
4,156
+437
+12% +$182K 0.24% 112
2022
Q2 		$1.6M Buy
3,719
+1,531
+70% +$672K 0.24% 116
2022
Q1 		$966K Buy
2,188
+17
+0.8% +$6.89K 0.13% 189
2021
Q4 		$772K Sell
2,171
-523
-19% -$181K 0.1% 229
2021
Q3 		$929K Sell
2,694
-1,482
-35% -$536K 0.13% 173
2021
Q2 		$1.58M Buy
4,176
+1,127
+37% +$433K 0.19% 135
2021
Q1 		$1.13M Buy
3,049
+559
+22% +$192K 0.19% 137
2020
Q4 		$883K Buy
2,490
+1,537
+161% +$565K 0.19% 121
2020
Q3 		$369K Sell
953
-37
-4% -$14.1K 0.18% 118
2020
Q2 		$352K Sell
990
-2
-0.2% -$755 0.2% 118
2020
Q1 		$336K Buy
992
+32
+3% +$12.6K 0.21% 111
2019
Q4 		$417K Buy
+960
New +$368K 0.25% 95

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Arkadios Wealth Advisors's LMT Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Lockheed Martin (LMT) stake by 0.62% in Q2 2026, selling an estimated $68.1K and leaving 20,135 shares worth $10.3M. The position accounts for 0.16% of the portfolio, ranked #151.

Arkadios Wealth Advisors first reported a position in LMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.2M in Q1 2026. 2,768 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Arkadios Wealth Advisors held 20,135 shares of Lockheed Martin worth $10.3M as of Q2 2026.
  • Arkadios Wealth Advisors sold 126 Lockheed Martin shares in Q2 2026, an estimated $68.1K.
  • Lockheed Martin made up 0.16% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #151 holding.
  • Arkadios Wealth Advisors first reported a position in Lockheed Martin in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's Lockheed Martin position peaked at $12.2M in Q1 2026.
  • 2,768 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.