FRG Family Wealth Advisors’s Lockheed Martin LMT Stock Holding History

FRG Family Wealth 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	$920K	Sell	1,522 -50	-3%	-$30.8K	0.15%	94
2025 Q4	$760K	Sell	1,572 -275	-15%	-$132K	0.12%	99
2025 Q3	$922K	Hold	1,847	–	–	0.15%	93
2025 Q2	$855K	Sell	1,847 -80	-4%	-$37.4K	0.15%	90
2025 Q1	$861K	Sell	1,927 -185	-9%	-$85.2K	0.17%	87
2024 Q4	$1.03M	Sell	2,112 -5	-0.2%	-$2.73K	0.19%	78
2024 Q3	$1.24M	Sell	2,117 -160	-7%	-$85.9K	0.22%	71
2024 Q2	$1.23M	Buy	2,277 +552	+32%	+$255K	0.24%	66
2024 Q1	$802K	Hold	1,725	–	–	0.16%	86
2023 Q4	$782K	Hold	1,725	–	–	0.16%	89
2023 Q3	$705K	Sell	1,725 -15	-0.9%	-$6.66K	0.16%	88
2023 Q2	$801K	Buy	1,740 +15	+0.9%	+$6.96K	0.18%	83
2023 Q1	$815K	Hold	1,725	–	–	0.19%	85
2022 Q4	$839K	Sell	1,725 -75	-4%	-$34.9K	0.2%	88
2022 Q3	$695K	Sell	1,800 -125	-6%	-$52.2K	0.17%	89
2022 Q2	$828K	Hold	1,925	–	–	0.19%	82
2022 Q1	$850K	Buy	1,925 +25	+1%	+$10.1K	0.17%	83
2021 Q4	$675K	Sell	1,900 -605	-24%	-$209K	0.13%	91
2021 Q3	$864K	Hold	2,505	–	–	0.17%	80
2021 Q2	$948K	Buy	2,505 +250	+11%	+$96.1K	0.18%	78
2021 Q1	$833K	Buy	2,255 +125	+6%	+$42.9K	0.17%	80
2020 Q4	$756K	Sell	2,130 -926	-30%	-$340K	0.16%	81
2020 Q3	$1.17M	Buy	3,056 +266	+10%	+$102K	0.28%	60
2020 Q2	$1.02M	Sell	2,790 -340	-11%	-$128K	0.27%	60
2020 Q1	$1.06M	Sell	3,130 -30	-0.9%	-$11.8K	0.32%	58
2019 Q4	$1.23M	Sell	3,160 -13	-0.4%	-$4.99K	0.3%	64
2019 Q3	$1.24M	Hold	3,173	–	–	0.32%	65
2019 Q2	$1.15M	Hold	3,173	–	–	0.3%	70
2019 Q1	$952K	Sell	3,173 -29	-0.9%	-$8.51K	0.27%	77
2018 Q4	$838K	Sell	3,202 -795	-20%	-$241K	0.27%	82
2018 Q3	$1.38M	Sell	3,997 -200	-5%	-$64.5K	0.38%	71
2018 Q2	$1.24M	Buy	4,197 +21	+0.5%	+$6.77K	0.37%	72
2018 Q1	$1.41M	Hold	4,176	–	–	0.47%	66
2017 Q4	$1.34M	Hold	4,176	–	–	0.43%	71
2017 Q3	$1.3M	Buy	4,176 +30	+0.7%	+$8.95K	0.45%	71
2017 Q2	$1.15M	Buy	4,146 +665	+19%	+$183K	0.42%	72
2017 Q1	$942K	Buy	3,481 +1,470	+73%	+$385K	0.37%	77
2016 Q4	$503K	Buy	2,011 +635	+46%	+$159K	0.21%	95
2016 Q3	$330K	Hold	1,376	–	–	0.15%	105
2016 Q2	$341K	Hold	1,376	–	–	0.15%	106
2016 Q1	$307K	Hold	1,376	–	–	0.15%	106
2015 Q4	$299K	Buy	+1,376	New	+$299K	0.15%	107

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

FRG Family Wealth Advisors's LMT Position: Q1 2026 in Review

FRG Family Wealth Advisors reduced its Lockheed Martin (LMT) stake by 3.2% in Q1 2026, selling an estimated $30.8K and leaving 1,522 shares worth $920K. The position accounts for 0.15% of the portfolio, ranked #94.

FRG Family Wealth Advisors first reported a position in LMT in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.41M in Q1 2018. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

FRG Family Wealth Advisors held 1,522 shares of Lockheed Martin worth $920K as of Q1 2026.
FRG Family Wealth Advisors sold 50 Lockheed Martin shares in Q1 2026, an estimated $30.8K.
Lockheed Martin made up 0.15% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #94 holding.
FRG Family Wealth Advisors first reported a position in Lockheed Martin in Q4 2015 and has held it in 42 quarters since.
FRG Family Wealth Advisors's Lockheed Martin position peaked at $1.41M in Q1 2018.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.