Aviso Wealth Management’s Lockheed Martin LMT Stock Holding History

Aviso 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 Q1	$1.21M	Buy	2,003 +803	+67%	+$495K	0.55%	44
2025 Q4	$580K	Sell	1,200 -107	-8%	-$51.2K	0.24%	83
2025 Q3	$652K	Sell	1,307 -125	-9%	-$56.7K	0.28%	77
2025 Q2	$663K	Sell	1,432 -7	-0.5%	-$3.28K	0.31%	75
2025 Q1	$643K	Sell	1,439 -14	-1%	-$6.44K	0.34%	76
2024 Q4	$706K	Sell	1,453 -89	-6%	-$48.5K	0.36%	72
2024 Q3	$901K	Sell	1,542 -973	-39%	-$522K	0.49%	56
2024 Q2	$1.17M	Sell	2,515 -1,541	-38%	-$712K	0.7%	38
2024 Q1	$1.85M	Buy	4,056 +599	+17%	+$263K	1.16%	21
2023 Q4	$1.57M	Buy	+3,457	New	+$1.53M	1.14%	20

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aviso Wealth Management's LMT Position: Q1 2026 in Review

Aviso Wealth Management increased its Lockheed Martin (LMT) stake by 67% in Q1 2026, buying an estimated $495K and bringing the position to 2,003 shares worth $1.21M. The position accounts for 0.55% of the portfolio, ranked #44.

Aviso Wealth Management first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.85M in Q1 2024. 2,911 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Aviso Wealth Management held 2,003 shares of Lockheed Martin worth $1.21M as of Q1 2026.
Aviso Wealth Management bought 803 Lockheed Martin shares in Q1 2026, an estimated $495K.
Lockheed Martin made up 0.55% of Aviso Wealth Management's portfolio in Q1 2026, its #44 holding.
Aviso Wealth Management first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
Aviso Wealth Management's Lockheed Martin position peaked at $1.85M in Q1 2024.
2,911 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.