Forvis Mazars Wealth Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $778K | Buy |
1,288
+72
| +6% | +$44.4K | 0.01% | 232 |
|
|
2025
Q4 | $588K | Buy |
1,216
+79
| +7% | +$37.8K | 0.01% | 266 |
|
|
2025
Q3 | $568K | Sell |
1,137
-41
| -3% | -$18.6K | 0.01% | 264 |
|
|
2025
Q2 | $545K | Buy |
1,178
+45
| +4% | +$21.1K | 0.01% | 271 |
|
|
2025
Q1 | $506K | Buy |
1,133
+88
| +8% | +$40.5K | 0.01% | 280 |
|
|
2024
Q4 | $508K | Sell |
1,045
-25
| -2% | -$13.6K | 0.01% | 305 |
|
|
2024
Q3 | $626K | Sell |
1,070
-30
| -3% | -$16.1K | 0.01% | 286 |
|
|
2024
Q2 | $514K | Sell |
1,100
-13
| -1% | -$6.01K | 0.01% | 286 |
|
|
2024
Q1 | $506K | Buy |
1,113
+109
| +11% | +$47.8K | 0.01% | 290 |
|
|
2023
Q4 | $455K | Buy |
1,004
+74
| +8% | +$32.8K | 0.01% | 292 |
|
|
2023
Q3 | $381K | Buy |
930
+13
| +1% | +$5.77K | 0.01% | 306 |
|
|
2023
Q2 | $422K | Sell |
917
-319
| -26% | -$148K | 0.01% | 313 |
|
|
2023
Q1 | $584K | Buy |
1,236
+66
| +6% | +$30.9K | 0.02% | 250 |
|
|
2022
Q4 | $569K | Buy |
1,170
+24
| +2% | +$11.2K | 0.02% | 244 |
|
|
2022
Q3 | $443K | Sell |
1,146
-73
| -6% | -$30.5K | 0.02% | 269 |
|
|
2022
Q2 | $525K | Buy |
1,219
+250
| +26% | +$110K | 0.02% | 242 |
|
|
2022
Q1 | $428K | Buy |
969
+69
| +8% | +$28K | 0.02% | 203 |
|
|
2021
Q4 | $320K | Buy |
900
+180
| +25% | +$62.3K | 0.01% | 221 |
|
|
2021
Q3 | $248K | Buy |
720
+13
| +2% | +$4.71K | 0.01% | 243 |
|
|
2021
Q2 | $267K | Sell |
707
-18
| -2% | -$6.92K | 0.01% | 233 |
|
|
2021
Q1 | $268K | Sell |
725
-1,761
| -71% | -$604K | 0.01% | 243 |
|
|
2020
Q4 | $882K | Buy |
2,486
+424
| +21% | +$156K | 0.04% | 159 |
|
|
2020
Q3 | $790K | Buy |
2,062
+97
| +5% | +$37K | 0.05% | 152 |
|
|
2020
Q2 | $717K | Buy |
1,965
+437
| +29% | +$165K | 0.05% | 158 |
|
|
2020
Q1 | $518K | Buy |
1,528
+932
| +156% | +$367K | 0.04% | 165 |
|
|
2019
Q4 | $232K | Buy |
596
+44
| +8% | +$16.9K | 0.02% | 265 |
|
|
2019
Q3 | $215K | Buy |
+552
| New | +$208K | 0.02% | 244 |
|
|
2018
Q4 | – | Sell |
-601
| Closed | -$208K | – | 239 |
|
|
2018
Q3 | $208K | Buy |
+601
| New | +$194K | 0.02% | 224 |
|
|
2018
Q1 | – | Sell |
-1,045
| Closed | -$335K | – | 250 |
|
|
2017
Q4 | $335K | Sell |
1,045
-29
| -3% | -$9.14K | 0.03% | 188 |
|
|
2017
Q3 | $333K | Buy |
1,074
+88
| +9% | +$26.3K | 0.04% | 174 |
|
|
2017
Q2 | $274K | Sell |
986
-7
| -0.7% | -$1.92K | 0.03% | 195 |
|
|
2017
Q1 | $266K | Buy |
+993
| New | +$260K | 0.03% | 187 |
|
Other funds holding LMT
VCM
VPM
Forvis Mazars Wealth Advisors's LMT Position: Q1 2026 in Review
Forvis Mazars Wealth Advisors increased its Lockheed Martin (LMT) stake by 5.9% in Q1 2026, buying an estimated $44.4K and bringing the position to 1,288 shares worth $778K. The position accounts for 0.01% of the portfolio, ranked #232.
Forvis Mazars Wealth Advisors first reported a position in LMT in Q1 2017 and has held it in 32 quarters since. The position peaked at $882K in Q4 2020. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- Forvis Mazars Wealth Advisors held 1,288 shares of Lockheed Martin worth $778K as of Q1 2026.
- Forvis Mazars Wealth Advisors bought 72 Lockheed Martin shares in Q1 2026, an estimated $44.4K.
- Lockheed Martin made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #232 holding.
- Forvis Mazars Wealth Advisors first reported a position in Lockheed Martin in Q1 2017 and has held it in 32 quarters since.
- Forvis Mazars Wealth Advisors's Lockheed Martin position peaked at $882K in Q4 2020.
- 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.