Kingswood Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Kingswood 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	$5.17M	Buy	8,559 +462	+6%	+$285K	0.25%	92
2025 Q4	$3.92M	Buy	8,097 +247	+3%	+$118K	0.19%	127
2025 Q3	$3.92M	Sell	7,850 -425	-5%	-$193K	0.24%	101
2025 Q2	$3.83M	Buy	8,275 +146	+2%	+$68.3K	0.3%	69
2025 Q1	$3.63M	Sell	8,129 -1,894	-19%	-$872K	0.33%	65
2024 Q4	$4.87M	Buy	10,023 +290	+3%	+$158K	0.37%	50
2024 Q3	$5.69M	Buy	9,733 +294	+3%	+$158K	0.41%	52
2024 Q2	$4.41M	Buy	9,439 +3,316	+54%	+$1.53M	0.4%	46
2024 Q1	$2.79M	Sell	6,123 -8,035	-57%	-$3.52M	0.32%	67
2023 Q4	$6.42M	Buy	14,158 +6,841	+93%	+$3.03M	0.73%	17
2023 Q3	$3.26M	Sell	7,317 -771	-10%	-$342K	0.56%	40
2023 Q2	$3.72M	Buy	+8,088	New	+$3.75M	1.19%	17

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

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

Kingswood Wealth Advisors increased its Lockheed Martin (LMT) stake by 5.7% in Q1 2026, buying an estimated $285K and bringing the position to 8,559 shares worth $5.17M. The position accounts for 0.25% of the portfolio, ranked #92.

Kingswood Wealth Advisors first reported a position in LMT in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.42M in Q4 2023. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Kingswood Wealth Advisors held 8,559 shares of Lockheed Martin worth $5.17M as of Q1 2026.
Kingswood Wealth Advisors bought 462 Lockheed Martin shares in Q1 2026, an estimated $285K.
Lockheed Martin made up 0.25% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #92 holding.
Kingswood Wealth Advisors first reported a position in Lockheed Martin in Q2 2023 and has held it in 12 quarters since.
Kingswood Wealth Advisors's Lockheed Martin position peaked at $6.42M in Q4 2023.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.