High Net Worth Advisory Group’s Lockheed Martin LMT Stock Holding History

High Net Worth Advisory Group’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	$349K	Buy	578 +3	+0.5%	+$1.85K	0.08%	178
2025 Q4	$278K	Sell	575 -20	-3%	-$9.57K	0.06%	195
2025 Q3	$297K	Sell	595 -68	-10%	-$30.9K	0.07%	184
2025 Q2	$307K	Hold	663	–	–	0.08%	176
2025 Q1	$296K	Sell	663 -119	-15%	-$54.8K	0.08%	167
2024 Q4	$380K	Sell	782 -79	-9%	-$43.1K	0.11%	145
2024 Q3	$504K	Buy	861 +1	+0.1%	+$537	0.14%	127
2024 Q2	$402K	Sell	860 -12	-1%	-$5.55K	0.12%	136
2024 Q1	$397K	Buy	872 +201	+30%	+$88.1K	0.12%	135
2023 Q4	$305K	Buy	671 +30	+5%	+$13.3K	0.11%	138
2023 Q3	$262K	Sell	641 -303	-32%	-$134K	0.11%	150
2023 Q2	$435K	Buy	944 +317	+51%	+$147K	0.17%	121
2023 Q1	$297K	Sell	627 -1,621	-72%	-$760K	0.12%	146
2022 Q4	$1.09M	Buy	2,248 +1,709	+317%	+$794K	0.43%	55
2022 Q3	$208K	Hold	539	–	–	0.09%	179
2022 Q2	$232K	Buy	539 +1	+0.2%	+$439	0.1%	169
2022 Q1	$237K	Buy	538 +1	+0.2%	+$405	0.09%	166
2021 Q4	$191K	Buy	+537	New	+$186K	0.07%	193

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

High Net Worth Advisory Group's LMT Position: Q1 2026 in Review

High Net Worth Advisory Group increased its Lockheed Martin (LMT) stake by 0.52% in Q1 2026, buying an estimated $1.85K and bringing the position to 578 shares worth $349K. The position accounts for 0.08% of the portfolio, ranked #178.

High Net Worth Advisory Group first reported a position in LMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.09M in Q4 2022. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

High Net Worth Advisory Group held 578 shares of Lockheed Martin worth $349K as of Q1 2026.
High Net Worth Advisory Group bought 3 Lockheed Martin shares in Q1 2026, an estimated $1.85K.
Lockheed Martin made up 0.08% of High Net Worth Advisory Group's portfolio in Q1 2026, its #178 holding.
High Net Worth Advisory Group first reported a position in Lockheed Martin in Q4 2021 and has held it in 18 quarters since.
High Net Worth Advisory Group's Lockheed Martin position peaked at $1.09M in Q4 2022.
2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.