CFWMA
LMT icon

Center for Wealth Management Advisory’s Lockheed Martin LMT Stock Holding History

Center for Wealth Management Advisory’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 		$2.04M Sell
3,379
-44
-1% -$27.1K 1.47% 15
2025
Q4 		$1.66M Buy
+3,423
New +$1.64M 1.22% 26

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

Center for Wealth Management Advisory's LMT Position: Q1 2026 in Review

Center for Wealth Management Advisory reduced its Lockheed Martin (LMT) stake by 1.3% in Q1 2026, selling an estimated $27.1K and leaving 3,379 shares worth $2.04M. The position accounts for 1.47% of the portfolio, ranked #15.

Center for Wealth Management Advisory first reported a position in LMT in Q4 2025 and has held it in 2 quarters since. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Center for Wealth Management Advisory held 3,379 shares of Lockheed Martin worth $2.04M as of Q1 2026.
  • Center for Wealth Management Advisory sold 44 Lockheed Martin shares in Q1 2026, an estimated $27.1K.
  • Lockheed Martin made up 1.47% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #15 holding.
  • Center for Wealth Management Advisory first reported a position in Lockheed Martin in Q4 2025 and has held it in 2 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.