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HBW Advisory Services’s Lockheed Martin LMT Stock Holding History

HBW Advisory Services’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 		$632K Sell
1,241
-46
-4% -$24.9K 0.06% 278
2026
Q1 		$778K Sell
1,287
-77
-6% -$47.4K 0.08% 220
2025
Q4 		$660K Sell
1,364
-34
-2% -$16.3K 0.07% 243
2025
Q3 		$698K Sell
1,398
-161
-10% -$73K 0.08% 218
2025
Q2 		$722K Sell
1,559
-36
-2% -$16.9K 0.09% 201
2025
Q1 		$713K Buy
1,595
+14
+0.9% +$6.44K 0.1% 175
2024
Q4 		$768K Sell
1,581
-83
-5% -$45.2K 0.08% 159
2024
Q3 		$973K Sell
1,664
-4,906
-75% -$2.63M 0.14% 139
2024
Q2 		$3.07M Buy
6,570
+848
+15% +$392K 0.51% 57
2024
Q1 		$2.59M Hold
5,722
– – 0.48% 60
2023
Q4 		$2.59M Sell
5,722
-349
-6% -$155K 0.48% 60
2023
Q3 		$2.48M Buy
6,071
+2,156
+55% +$956K 0.52% 55
2023
Q2 		$1.8M Buy
3,915
+386
+11% +$179K 0.39% 64
2023
Q1 		$1.67M Buy
3,529
+149
+4% +$69.9K 0.42% 67
2022
Q4 		$1.65M Sell
3,380
-224
-6% -$104K 0.43% 66
2022
Q3 		$1.39M Sell
3,604
-79
-2% -$33K 0.39% 75
2022
Q2 		$1.58M Sell
3,683
-2,957
-45% -$1.3M 0.41% 69
2022
Q1 		$2.93M Sell
6,640
-6,170
-48% -$2.5M 1.03% 20
2021
Q4 		$4.55M Buy
12,810
+1,164
+10% +$403K 1.06% 29
2021
Q3 		$4.02M Sell
11,646
-479
-4% -$173K 1.04% 31
2021
Q2 		$4.59M Buy
12,125
+1,252
+12% +$481K 1.21% 19
2021
Q1 		$4.02M Buy
10,873
+9,944
+1,070% +$3.41M 1.07% 28
2020
Q4 		$330K Buy
+929
New +$341K 0.1% 156
2020
Q3 		– Sell
-1,291
Closed -$471K – 220
2020
Q2 		$471K Sell
1,291
-179
-12% -$67.6K 0.22% 109
2020
Q1 		$498K Sell
1,470
-152
-9% -$59.8K 0.36% 70
2019
Q4 		$632K Buy
+1,622
New +$622K 0.37% 65

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

HBW Advisory Services's LMT Position: Q2 2026 in Review

HBW Advisory Services reduced its Lockheed Martin (LMT) stake by 3.6% in Q2 2026, selling an estimated $24.9K and leaving 1,241 shares worth $632K. The position accounts for 0.06% of the portfolio, ranked #278.

HBW Advisory Services first reported a position in LMT in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.59M in Q2 2021. 2,761 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • HBW Advisory Services held 1,241 shares of Lockheed Martin worth $632K as of Q2 2026.
  • HBW Advisory Services sold 46 Lockheed Martin shares in Q2 2026, an estimated $24.9K.
  • Lockheed Martin made up 0.06% of HBW Advisory Services's portfolio in Q2 2026, its #278 holding.
  • HBW Advisory Services first reported a position in Lockheed Martin in Q4 2019 and has held it in 26 quarters since.
  • HBW Advisory Services's Lockheed Martin position peaked at $4.59M in Q2 2021.
  • 2,761 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.