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Avaii Wealth Management’s Lockheed Martin LMT Stock Holding History

Avaii Wealth Management’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 		– Sell
-347
Closed -$210K – 180
2026
Q1 		$210K Buy
+347
New +$214K 0.07% 154
2022
Q1 		– Sell
-663
Closed -$236K – 130
2021
Q4 		$236K Buy
+663
New +$229K 0.24% 86

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

Avaii Wealth Management's LMT Position: Q2 2026 in Review

Avaii Wealth Management sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 347 shares — an estimated $210K sold.

Avaii Wealth Management first reported a position in LMT in Q4 2021 and held it in 2 quarters. The position peaked at $236K in Q4 2021. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Avaii Wealth Management reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Avaii Wealth Management sold 347 Lockheed Martin shares in Q2 2026, an estimated $210K.
  • Avaii Wealth Management first reported a position in Lockheed Martin in Q4 2021 and held it in 2 quarters.
  • Avaii Wealth Management's Lockheed Martin position peaked at $236K in Q4 2021.
  • 2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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