GWANC
LMT icon

Guardian Wealth Advisors (North Carolina)’s Lockheed Martin LMT Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$734K Buy
1,215
+21
+2% +$12.9K 0.05% 174
2025
Q4 		$577K Buy
1,194
+14
+1% +$6.7K 0.04% 202
2025
Q3 		$589K Sell
1,180
-29
-2% -$13.2K 0.04% 188
2025
Q2 		$560K Sell
1,209
-12
-1% -$5.62K 0.04% 186
2025
Q1 		$545K Sell
1,221
-146
-11% -$67.2K 0.04% 172
2024
Q4 		$664K Buy
1,367
+179
+15% +$97.6K 0.05% 164
2024
Q3 		$695K Buy
1,188
+43
+4% +$23.1K 0.07% 132
2024
Q2 		$535K Buy
1,145
+14
+1% +$6.47K 0.06% 147
2024
Q1 		$514K Buy
1,131
+13
+1% +$5.7K 0.06% 150
2023
Q4 		$507K Buy
1,118
+4
+0.4% +$1.77K 0.08% 133
2023
Q3 		$456K Sell
1,114
-10
-0.9% -$4.44K 0.08% 129
2023
Q2 		$517K Buy
1,124
+131
+13% +$60.8K 0.09% 119
2023
Q1 		$469K Buy
993
+94
+10% +$44.1K 0.08% 125
2022
Q4 		$437K Sell
899
-12
-1% -$5.58K 0.08% 121
2022
Q3 		$352K Sell
911
-111
-11% -$46.3K 0.07% 131
2022
Q2 		$439K Sell
1,022
-775
-43% -$340K 0.08% 119
2022
Q1 		$793K Buy
1,797
+84
+5% +$34.1K 0.34% 52
2021
Q4 		$609K Buy
+1,713
New +$592K 0.26% 66

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

Guardian Wealth Advisors (North Carolina)'s LMT Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Lockheed Martin (LMT) stake by 1.8% in Q1 2026, buying an estimated $12.9K and bringing the position to 1,215 shares worth $734K. The position accounts for 0.05% of the portfolio, ranked #174.

Guardian Wealth Advisors (North Carolina) first reported a position in LMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $793K in Q1 2022. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 1,215 shares of Lockheed Martin worth $734K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) bought 21 Lockheed Martin shares in Q1 2026, an estimated $12.9K.
  • Lockheed Martin made up 0.05% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #174 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Lockheed Martin in Q4 2021 and has held it in 18 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Lockheed Martin position peaked at $793K in Q1 2022.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.