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Laurel Wealth Advisors (North Carolina)’s Lockheed Martin LMT Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-214
Closed -$104K – 448
2025
Q4 		$104K Buy
+214
New +$102K 0.01% 248
2025
Q2 		– Sell
-214
Closed -$95.6K – 467
2025
Q1 		$95.6K Sell
214
-30
-12% -$13.8K 0.02% 245
2024
Q4 		$119K Hold
244
– – 0.02% 216
2024
Q3 		$143K Buy
244
+60
+33% +$32.2K 0.02% 205
2024
Q2 		$85.9K Hold
184
– – 0.01% 242
2024
Q1 		$83.7K Hold
184
– – 0.01% 251
2023
Q4 		$83.4K Hold
184
– – 0.02% 243
2023
Q3 		$75.2K Buy
184
+4
+2% +$1.77K 0.02% 246
2023
Q2 		$82.9K Hold
180
– – 0.02% 244
2023
Q1 		$85.1K Hold
180
– – 0.02% 239
2022
Q4 		$87.6K Hold
180
– – 0.02% 217
2022
Q3 		$70K Hold
180
– – 0.02% 229
2022
Q2 		$77K Hold
180
– – 0.02% 224
2022
Q1 		$79K Hold
180
– – 0.02% 240
2021
Q4 		$64K Buy
180
+30
+20% +$10.4K 0.01% 254
2021
Q3 		$52K Hold
150
– – 0.01% 266
2021
Q2 		$57K Buy
150
+15
+11% +$5.77K 0.01% 267
2021
Q1 		$50K Hold
135
– – 0.01% 268
2020
Q4 		$48K Buy
135
+30
+29% +$11K 0.01% 263
2020
Q3 		$40K Hold
105
– – 0.01% 257
2020
Q2 		$38K Hold
105
– – 0.01% 255
2020
Q1 		$36K Hold
105
– – 0.01% 245
2019
Q4 		$41K Sell
105
-33
-24% -$12.7K 0.01% 260
2019
Q3 		$54K Hold
138
– – 0.02% 230
2019
Q2 		$50K Hold
138
– – 0.02% 235
2019
Q1 		$41K Hold
138
– – 0.02% 246
2018
Q4 		$36K Buy
+138
New +$41.9K 0.01% 244

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s LMT Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Lockheed Martin (LMT) in Q1 2026, closing a stake of 214 shares — an estimated $104K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in LMT in Q4 2018 and held it in 27 quarters. The position peaked at $143K in Q3 2024. 2,938 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Lockheed Martin position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 214 Lockheed Martin shares in Q1 2026, an estimated $104K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Lockheed Martin in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Lockheed Martin position peaked at $143K in Q3 2024.
  • 2,938 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.