Core Wealth Advisors (Florida)’s Lockheed Martin LMT Stock Holding History

Core Wealth Advisors (Florida)’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	$297K	Buy	582 +81	+16%	+$43.8K	0.06%	107
2026 Q1	$303K	Hold	501	–	–	0.07%	90
2025 Q4	$242K	Sell	501 -9	-2%	-$4.31K	0.06%	85
2025 Q3	$255K	Buy	510 +10	+2%	+$4.54K	0.07%	79
2025 Q2	$232K	Sell	500 -6	-1%	-$2.81K	0.07%	69
2025 Q1	$226K	Buy	506 +6	+1%	+$2.76K	0.07%	61
2024 Q4	$243K	Buy	500 +9	+2%	+$4.91K	0.08%	57
2024 Q3	$287K	Hold	491	–	–	0.09%	52
2024 Q2	$229K	Buy	491 +3	+0.6%	+$1.39K	0.08%	53
2024 Q1	$222K	Buy	488 +5	+1%	+$2.19K	0.08%	54
2023 Q4	$219K	Buy	483 +300	+164%	+$133K	0.08%	47
2023 Q3	$74.8K	Hold	183	–	–	0.03%	69
2023 Q2	$84.3K	Buy	183 +25	+16%	+$11.6K	0.03%	69
2023 Q1	$74.7K	Hold	158	–	–	0.03%	72
2022 Q4	$76.9K	Buy	158 +8	+5%	+$3.72K	0.03%	67
2022 Q3	$58K	Hold	150	–	–	0.03%	64
2022 Q2	$64K	Hold	150	–	–	0.04%	60
2022 Q1	$66K	Hold	150	–	–	0.04%	62
2021 Q4	$53K	Hold	150	–	–	0.03%	85
2021 Q3	$52K	Buy	+150	New	+$54.3K	0.03%	77
2021 Q1	–	Sell	-23	Closed	-$8K	–	191
2020 Q4	$8K	Sell	23 -6	-21%	-$2.21K	0.01%	123
2020 Q3	$11K	Buy	+29	New	+$11.1K	0.01%	97
2020 Q2	–	Sell	-10	Closed	-$3K	–	149
2020 Q1	$3K	Hold	10	–	–	﹤0.01%	119
2019 Q4	$4K	Buy	+10	New	+$3.84K	﹤0.01%	102

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Core Wealth Advisors (Florida)'s LMT Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its Lockheed Martin (LMT) stake by 16% in Q2 2026, buying an estimated $43.8K and bringing the position to 582 shares worth $297K. The position accounts for 0.06% of the portfolio, ranked #107.

Core Wealth Advisors (Florida) first reported a position in LMT in Q4 2019 and has held it in 24 quarters since. The position peaked at $303K in Q1 2026. 2,757 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Core Wealth Advisors (Florida) held 582 shares of Lockheed Martin worth $297K as of Q2 2026.
Core Wealth Advisors (Florida) bought 81 Lockheed Martin shares in Q2 2026, an estimated $43.8K.
Lockheed Martin made up 0.06% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #107 holding.
Core Wealth Advisors (Florida) first reported a position in Lockheed Martin in Q4 2019 and has held it in 24 quarters since.
Core Wealth Advisors (Florida)'s Lockheed Martin position peaked at $303K in Q1 2026.
2,757 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.