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Avion Wealth’s Lockheed Martin LMT Stock Holding History

Avion Wealth’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
Q1 		$169K Buy
281
+10
+4% +$6.16K 0.03% 113
2025
Q4 		$131K Sell
271
-4
-1% -$1.91K 0.03% 124
2025
Q3 		$137K Sell
275
-3
-1% -$1.36K 0.03% 128
2025
Q2 		$128K Buy
278
+7
+3% +$3.28K 0.03% 119
2025
Q1 		$131K Hold
271
– – 0.03% 115
2024
Q4 		$131K Buy
271
+1
+0.4% +$545 0.03% 115
2024
Q3 		$157K Buy
270
+3
+1% +$1.61K 0.04% 89
2024
Q2 		$124K Buy
267
+5
+2% +$2.31K 0.03% 99
2024
Q1 		$120K Buy
262
+8
+3% +$3.51K 0.03% 100
2023
Q4 		$115K Buy
254
+1
+0.4% +$443 0.03% 103
2023
Q3 		$103K Buy
253
+6
+2% +$2.66K 0.03% 105
2023
Q2 		$113K Buy
247
+1
+0.4% +$464 0.03% 104
2023
Q1 		$119K Buy
246
+2
+0.8% +$938 0.03% 93
2022
Q4 		$94K Hold
244
– – 0.03% 105
2022
Q3 		$94K Hold
244
– – 0.03% 105
2022
Q2 		$105K Hold
244
– – 0.03% 88
2022
Q1 		$108K Hold
244
– – 0.03% 82
2021
Q4 		$87K Hold
244
– – 0.02% 90
2021
Q3 		$84K Hold
244
– – 0.03% 89
2021
Q2 		$92K Sell
244
-69
-22% -$26.5K 0.03% 84
2021
Q1 		$115K Buy
313
+1
+0.3% +$343 0.04% 65
2020
Q4 		$111K Sell
312
-6
-2% -$2.21K 0.03% 62
2020
Q3 		$122K Hold
318
– – 0.04% 52
2020
Q2 		$116K Hold
318
– – 0.04% 49
2020
Q1 		$108K Buy
+318
New +$125K 0.05% 48

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avion Wealth's LMT Position: Q1 2026 in Review

Avion Wealth increased its Lockheed Martin (LMT) stake by 3.7% in Q1 2026, buying an estimated $6.16K and bringing the position to 281 shares worth $169K. The position accounts for 0.03% of the portfolio, ranked #113.

Avion Wealth first reported a position in LMT in Q1 2020 and has held it in 25 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Avion Wealth held 281 shares of Lockheed Martin worth $169K as of Q1 2026.
  • Avion Wealth bought 10 Lockheed Martin shares in Q1 2026, an estimated $6.16K.
  • Lockheed Martin made up 0.03% of Avion Wealth's portfolio in Q1 2026, its #113 holding.
  • Avion Wealth first reported a position in Lockheed Martin in Q1 2020 and has held it in 25 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.