HWA
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Heritage Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Heritage 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 		$48.9K Hold
81
– – ﹤0.01% 333
2025
Q4 		$39.1K Buy
81
+31
+62% +$14.8K ﹤0.01% 338
2025
Q3 		$25K Hold
50
– – ﹤0.01% 357
2025
Q2 		$23.2K Hold
50
– – ﹤0.01% 359
2025
Q1 		$22.3K Sell
50
-8
-14% -$3.68K ﹤0.01% 359
2024
Q4 		$28.2K Sell
58
-325
-85% -$177K ﹤0.01% 363
2024
Q3 		$224K Buy
383
+333
+666% +$179K 0.01% 200
2024
Q2 		$23.4K Hold
50
– – ﹤0.01% 368
2024
Q1 		$22.7K Hold
50
– – ﹤0.01% 389
2023
Q4 		$22.7K Sell
50
-365
-88% -$162K ﹤0.01% 402
2023
Q3 		$170K Sell
415
-12
-3% -$5.32K 0.01% 210
2023
Q2 		$197K Buy
427
+12
+3% +$5.57K 0.01% 205
2023
Q1 		$196K Hold
415
– – 0.01% 206
2022
Q4 		$202K Hold
415
– – 0.01% 208
2022
Q3 		$160K Hold
415
– – 0.01% 217
2022
Q2 		$179K Hold
415
– – 0.01% 207
2022
Q1 		$183K Sell
415
-75
-15% -$30.4K 0.01% 201
2021
Q4 		$174K Sell
490
-36
-7% -$12.5K 0.01% 212
2021
Q3 		$181K Hold
526
– – 0.01% 207
2021
Q2 		$199K Sell
526
-75
-12% -$28.8K 0.01% 203
2021
Q1 		$222K Hold
601
– – 0.01% 197
2020
Q4 		$213K Buy
601
+1
+0.2% +$368 0.01% 190
2020
Q3 		$230K Buy
600
+85
+17% +$32.4K 0.03% 141
2020
Q2 		$188K Hold
515
– – 0.03% 147
2020
Q1 		$175K Buy
515
+77
+18% +$30.3K 0.03% 143
2019
Q4 		$171K Buy
438
+3
+0.7% +$1.15K 0.02% 183
2019
Q3 		$169K Hold
435
– – 0.02% 172
2019
Q2 		$158K Buy
435
+342
+368% +$114K 0.02% 159
2019
Q1 		$27.9K Buy
93
+70
+304% +$20.5K ﹤0.01% 273
2018
Q4 		$6K Hold
23
– – ﹤0.01% 336
2018
Q3 		$7K Buy
+23
New +$7.42K ﹤0.01% 320

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

Heritage Wealth Advisors's LMT Position: Q1 2026 in Review

Heritage Wealth Advisors held its Lockheed Martin (LMT) position steady in Q1 2026 at 81 shares worth $48.9K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Heritage Wealth Advisors first reported a position in LMT in Q3 2018 and has held it in 31 quarters since. The position peaked at $230K in Q3 2020. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Heritage Wealth Advisors held 81 shares of Lockheed Martin worth $48.9K as of Q1 2026.
  • Heritage Wealth Advisors left its Lockheed Martin share count unchanged in Q1 2026.
  • Lockheed Martin made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #333 holding.
  • Heritage Wealth Advisors first reported a position in Lockheed Martin in Q3 2018 and has held it in 31 quarters since.
  • Heritage Wealth Advisors's Lockheed Martin position peaked at $230K in Q3 2020.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.