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Capital Advisors Wealth Management’s Lockheed Martin LMT Stock Holding History

Capital Advisors 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 		$1M Sell
1,968
-22
-1% -$11.9K 0.12% 100
2026
Q1 		$1.2M Buy
1,990
+85
+4% +$52.4K 0.16% 81
2025
Q4 		$922K Buy
1,905
+9
+0.5% +$4.31K 0.13% 91
2025
Q3 		$947K Buy
1,896
+184
+11% +$83.5K 0.14% 80
2025
Q2 		$793K Buy
1,712
+192
+13% +$89.9K 0.12% 84
2025
Q1 		$679K Buy
1,520
+87
+6% +$40K 0.12% 85
2024
Q4 		$696K Buy
1,433
+48
+3% +$26.2K 0.12% 79
2024
Q3 		$809K Buy
1,385
+5
+0.4% +$2.68K 0.15% 74
2024
Q2 		$645K Buy
1,380
+344
+33% +$159K 0.13% 74
2024
Q1 		$471K Sell
1,036
-146
-12% -$64K 0.1% 88
2023
Q4 		$536K Sell
1,182
-40
-3% -$17.7K 0.12% 79
2023
Q3 		$500K Buy
1,222
+148
+14% +$65.7K 0.13% 79
2023
Q2 		$494K Buy
1,074
+44
+4% +$20.4K 0.13% 82
2023
Q1 		$487K Sell
1,030
-8
-0.8% -$3.75K 0.13% 78
2022
Q4 		$505K Sell
1,038
-84
-7% -$39K 0.15% 69
2022
Q3 		$433K Buy
1,122
+355
+46% +$148K 0.14% 76
2022
Q2 		$330K Buy
767
+141
+23% +$61.9K 0.11% 84
2022
Q1 		$277K Buy
+626
New +$254K 0.08% 97
2021
Q3 		– Sell
-590
Closed -$223K – 103
2021
Q2 		$223K Buy
+590
New +$227K 0.08% 87

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

Capital Advisors Wealth Management's LMT Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its Lockheed Martin (LMT) stake by 1.1% in Q2 2026, selling an estimated $11.9K and leaving 1,968 shares worth $1M. The position accounts for 0.12% of the portfolio, ranked #100.

Capital Advisors Wealth Management first reported a position in LMT in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.2M in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Capital Advisors Wealth Management held 1,968 shares of Lockheed Martin worth $1M as of Q2 2026.
  • Capital Advisors Wealth Management sold 22 Lockheed Martin shares in Q2 2026, an estimated $11.9K.
  • Lockheed Martin made up 0.12% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Capital Advisors Wealth Management first reported a position in Lockheed Martin in Q2 2021 and has held it in 19 quarters since.
  • Capital Advisors Wealth Management's Lockheed Martin position peaked at $1.2M in Q1 2026.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.