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Global Wealth Management Investment Advisory’s Lockheed Martin LMT Stock Holding History

Global Wealth Management Investment Advisory’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 		– Sell
-362
Closed -$219K – 164
2026
Q1 		$219K Buy
+362
New +$223K 0.03% 150
2024
Q1 		– Sell
-277
Closed -$125K – 309
2023
Q4 		$125K Hold
277
– – 0.03% 143
2023
Q3 		$113K Hold
277
– – 0.03% 147
2023
Q2 		$127K Buy
+277
New +$129K 0.04% 148
2022
Q3 		– Sell
-277
Closed -$119K – 323
2022
Q2 		$119K Buy
277
+195
+238% +$85.6K 0.04% 148
2022
Q1 		$36K Sell
82
-65
-44% -$26.4K 0.01% 210
2021
Q4 		$52K Sell
147
-200
-58% -$69.2K 0.02% 190
2021
Q3 		$120K Buy
347
+205
+144% +$74.2K 0.04% 162
2021
Q2 		$54K Hold
142
– – 0.02% 197
2021
Q1 		$52K Buy
142
+56
+65% +$19.2K 0.02% 197
2020
Q4 		$30K Buy
86
+4
+5% +$1.47K 0.01% 212
2020
Q3 		$31K Hold
82
– – 0.01% 199
2020
Q2 		$30K Hold
82
– – 0.01% 237
2020
Q1 		$28K Hold
82
– – 0.01% 220
2019
Q4 		$32K Hold
82
– – 0.01% 219
2019
Q3 		$32K Sell
82
-6
-7% -$2.26K 0.01% 207
2019
Q2 		$32K Buy
88
+7
+9% +$2.34K 0.02% 216
2019
Q1 		$24K Sell
81
-138
-63% -$40.5K 0.01% 286
2018
Q4 		$57K Buy
+219
New +$66.4K 0.03% 212

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

Global Wealth Management Investment Advisory's LMT Position: Q2 2026 in Review

Global Wealth Management Investment Advisory sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 362 shares — an estimated $219K sold.

Global Wealth Management Investment Advisory first reported a position in LMT in Q4 2018 and held it in 19 quarters. The position peaked at $219K in Q1 2026. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Global Wealth Management Investment Advisory reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 362 Lockheed Martin shares in Q2 2026, an estimated $219K.
  • Global Wealth Management Investment Advisory first reported a position in Lockheed Martin in Q4 2018 and held it in 19 quarters.
  • Global Wealth Management Investment Advisory's Lockheed Martin position peaked at $219K in Q1 2026.
  • 2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.