CWAF
LMT icon

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
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

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. 2,756 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.
  • 2,756 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.