Icon Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Icon 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	$344K	Sell	675 -3,600	-84%	-$2.22M	0.02%	302
2025 Q4	$2.07M	Sell	4,275 -8	-0.2%	-$3.83K	0.14%	106
2025 Q3	$2.14M	Sell	4,283 -112	-3%	-$50.8K	0.15%	107
2025 Q2	$2.04M	Sell	4,395 -9	-0.2%	-$4.21K	0.14%	112
2025 Q1	$1.97M	Sell	4,404 -340	-7%	-$157K	0.16%	104
2024 Q4	$2.31M	Buy	4,744 +328	+7%	+$179K	0.19%	91
2024 Q3	$2.58M	Sell	4,416 -54	-1%	-$29K	0.21%	83
2024 Q2	$2.42M	Sell	4,470 -50	-1%	-$23.1K	0.22%	81
2024 Q1	$2.06M	Sell	4,520 -730	-14%	-$320K	0.19%	96
2023 Q4	$2.38M	Buy	+5,250	New	+$2.33M	0.25%	81
2022 Q4	$4.04M	Sell	8,305 -6	-0.1%	-$2.79K	0.46%	58
2022 Q3	$3.21M	Buy	+8,311	New	+$3.47M	0.39%	64

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

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

Icon Wealth Advisors reduced its Lockheed Martin (LMT) stake by 84% in Q1 2026, selling an estimated $2.22M and leaving 675 shares worth $344K. The position accounts for 0.02% of the portfolio, ranked #302.

Icon Wealth Advisors first reported a position in LMT in Q3 2022 and has held it in 12 quarters since. The position peaked at $4.04M in Q4 2022. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Icon Wealth Advisors held 675 shares of Lockheed Martin worth $344K as of Q1 2026.
Icon Wealth Advisors sold 3,600 Lockheed Martin shares in Q1 2026, an estimated $2.22M.
Lockheed Martin made up 0.02% of Icon Wealth Advisors's portfolio in Q1 2026, its #302 holding.
Icon Wealth Advisors first reported a position in Lockheed Martin in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's Lockheed Martin position peaked at $4.04M in Q4 2022.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.