Elwood & Goetz Wealth Advisory Group’s Lockheed Martin LMT Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	$634K	Sell	1,049 -23	-2%	-$14.2K	0.11%	58
2025 Q4	$518K	Sell	1,072 -31	-3%	-$14.8K	0.09%	62
2025 Q3	$551K	Sell	1,103 -23	-2%	-$10.4K	0.11%	62
2025 Q2	$521K	Sell	1,126 -109	-9%	-$51K	0.11%	57
2025 Q1	$552K	Sell	1,235 -461	-27%	-$212K	0.13%	44
2024 Q4	$824K	Sell	1,696 -42	-2%	-$22.9K	0.2%	36
2024 Q3	$1.02M	Sell	1,738 -12	-0.7%	-$6.44K	0.25%	32
2024 Q2	$817K	Sell	1,750 -25	-1%	-$11.6K	0.23%	31
2024 Q1	$807K	Buy	1,775 +671	+61%	+$294K	0.2%	38
2023 Q4	$500K	Buy	1,104 +17	+2%	+$7.53K	0.11%	48
2023 Q3	$445K	Buy	1,087 +505	+87%	+$224K	0.1%	50
2023 Q2	$268K	Buy	+582	New	+$270K	0.06%	56

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's LMT Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its Lockheed Martin (LMT) stake by 2.1% in Q1 2026, selling an estimated $14.2K and leaving 1,049 shares worth $634K. The position accounts for 0.11% of the portfolio, ranked #58.

Elwood & Goetz Wealth Advisory Group first reported a position in LMT in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.02M in Q3 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Elwood & Goetz Wealth Advisory Group held 1,049 shares of Lockheed Martin worth $634K as of Q1 2026.
Elwood & Goetz Wealth Advisory Group sold 23 Lockheed Martin shares in Q1 2026, an estimated $14.2K.
Lockheed Martin made up 0.11% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #58 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in Lockheed Martin in Q2 2023 and has held it in 12 quarters since.
Elwood & Goetz Wealth Advisory Group's Lockheed Martin position peaked at $1.02M in Q3 2024.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.