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CWS Financial Advisors’s Lockheed Martin LMT Stock Holding History

CWS Financial Advisors’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 Sell
2,003
-143
-7% -$88.1K 0.31% 50
2025
Q4 		$1.04M Buy
2,146
+308
+17% +$147K 0.28% 51
2025
Q3 		$918K Buy
1,838
+87
+5% +$39.5K 0.25% 52
2025
Q2 		$811K Buy
1,751
+256
+17% +$120K 0.24% 53
2025
Q1 		$668K Buy
1,495
+43
+3% +$19.8K 0.21% 58
2024
Q4 		$705K Buy
1,452
+198
+16% +$108K 0.23% 49
2024
Q3 		$733K Buy
1,254
+82
+7% +$44K 0.26% 45
2024
Q2 		$547K Buy
1,172
+11
+0.9% +$5.08K 0.22% 50
2024
Q1 		$528K Sell
1,161
-1,820
-61% -$798K 0.22% 49
2023
Q4 		$1.35M Sell
2,981
-214
-7% -$94.8K 0.51% 26
2023
Q3 		$1.31M Buy
3,195
+17
+0.5% +$7.54K 0.52% 24
2023
Q2 		$1.46M Sell
3,178
-8
-0.3% -$3.71K 0.55% 22
2023
Q1 		$1.51M Sell
3,186
-141
-4% -$66.1K 0.6% 23
2022
Q4 		$1.23M Buy
3,327
+71
+2% +$33K 0.53% 21
2022
Q3 		$1.26M Buy
3,256
+19
+0.6% +$7.93K 0.6% 24
2022
Q2 		$1.39M Sell
3,237
-157
-5% -$68.9K 0.64% 23
2022
Q1 		$1.5M Buy
3,394
+3
+0.1% +$1.22K 0.57% 22
2021
Q4 		$1.21M Buy
+3,391
New +$1.17M 0.42% 31
2021
Q2 		$1.28M Buy
3,372
+45
+1% +$17.3K 0.51% 26
2021
Q1 		$1.23M Buy
3,327
+59
+2% +$20.2K 0.53% 21
2020
Q4 		$1.16M Buy
3,268
+50
+2% +$18.4K 0.67% 20
2020
Q3 		$1.23M Sell
3,218
-56
-2% -$21.4K 0.82% 12
2020
Q2 		$1.2M Buy
3,274
+276
+9% +$104K 0.86% 14
2020
Q1 		$1.17M Hold
2,998
– – 0.86% 13
2019
Q4 		$1.17M Buy
+2,998
New +$1.15M 0.85% 15

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

CWS Financial Advisors's LMT Position: Q1 2026 in Review

CWS Financial Advisors reduced its Lockheed Martin (LMT) stake by 6.7% in Q1 2026, selling an estimated $88.1K and leaving 2,003 shares worth $1.21M. The position accounts for 0.31% of the portfolio, ranked #50.

CWS Financial Advisors first reported a position in LMT in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.51M in Q1 2023. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • CWS Financial Advisors held 2,003 shares of Lockheed Martin worth $1.21M as of Q1 2026.
  • CWS Financial Advisors sold 143 Lockheed Martin shares in Q1 2026, an estimated $88.1K.
  • Lockheed Martin made up 0.31% of CWS Financial Advisors's portfolio in Q1 2026, its #50 holding.
  • CWS Financial Advisors first reported a position in Lockheed Martin in Q4 2019 and has held it in 25 quarters since.
  • CWS Financial Advisors's Lockheed Martin position peaked at $1.51M in Q1 2023.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.