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IBEX Wealth Advisors’s Lockheed Martin LMT Stock Holding History

IBEX 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 		$694K Buy
+1,149
New +$708K 0.06% 134
2024
Q1 		– Sell
-1
Closed -$567 – 135
2023
Q4 		$567 Buy
+1
New +$443 0.12% 73
2022
Q3 		– Sell
-564
Closed -$242K – 158
2022
Q2 		$242K Sell
564
-18
-3% -$7.9K 0.06% 138
2022
Q1 		$257K Buy
+582
New +$236K 0.05% 143
2021
Q1 		– Sell
-14,892
Closed -$5.29M – 121
2020
Q4 		$5.29M Buy
14,892
+278
+2% +$102K 1.38% 23
2020
Q3 		$5.6M Sell
14,614
-639
-4% -$244K 1.63% 16
2020
Q2 		$5.57M Sell
15,253
-221
-1% -$83.5K 1.79% 12
2020
Q1 		$5.25M Sell
15,474
-4,196
-21% -$1.65M 2.04% 9
2019
Q4 		$7.66M Buy
19,670
+928
+5% +$356K 2.35% 8
2019
Q3 		$7.31M Buy
18,742
+3,985
+27% +$1.5M 2.43% 8
2019
Q2 		$5.36M Buy
14,757
+201
+1% +$67.2K 1.55% 13
2019
Q1 		$4.37M Buy
14,556
+667
+5% +$196K 1.53% 16
2018
Q4 		$3.64M Sell
13,889
-179
-1% -$54.3K 1.66% 16
2018
Q3 		$4.89M Sell
14,068
-4,253
-23% -$1.37M 1.75% 17
2018
Q2 		$6.1M Hold
18,321
– – 2.44% 6
2018
Q1 		$6.1M Buy
18,321
+57
+0.3% +$19.4K 2.48% 6
2017
Q4 		$5.99M Buy
18,264
+47
+0.3% +$14.8K 2.65% 8
2017
Q3 		$5.78M Sell
18,217
-36
-0.2% -$10.7K 2.14% 6
2017
Q2 		$5.21M Buy
18,253
+1,423
+8% +$391K 2.05% 6
2017
Q1 		$4.49M Buy
16,830
+927
+6% +$243K 2.77% 7
2016
Q4 		$4.1M Buy
15,903
+510
+3% +$127K 1.96% 8
2016
Q3 		$3.69M Buy
+15,393
New +$3.85M 2.02% 10

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

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

IBEX Wealth Advisors opened a new position in Lockheed Martin (LMT) in Q1 2026: 1,149 shares worth $694K. The stake represents 0.06% of the portfolio and ranks #134 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in LMT as recently as Q4 2023.

IBEX Wealth Advisors first reported a position in LMT in Q3 2016 and has held it in 22 quarters since. The position peaked at $7.66M in Q4 2019. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • IBEX Wealth Advisors held 1,149 shares of Lockheed Martin worth $694K as of Q1 2026.
  • Lockheed Martin was a new IBEX Wealth Advisors position in Q1 2026.
  • Lockheed Martin made up 0.06% of IBEX Wealth Advisors's portfolio in Q1 2026, its #134 holding.
  • IBEX Wealth Advisors first reported a position in Lockheed Martin in Q3 2016 and has held it in 22 quarters since.
  • IBEX Wealth Advisors's Lockheed Martin position peaked at $7.66M in Q4 2019.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.