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Lifeworks Advisors’s Lockheed Martin LMT Stock Holding History

Lifeworks 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 		$895K Sell
1,480
-35
-2% -$21.6K 0.11% 138
2025
Q4 		$733K Buy
1,515
+200
+15% +$95.7K 0.09% 168
2025
Q3 		$657K Buy
1,315
+177
+16% +$80.3K 0.09% 177
2025
Q2 		$527K Buy
1,138
+20
+2% +$9.36K 0.08% 188
2025
Q1 		$499K Buy
1,118
+642
+135% +$296K 0.08% 181
2024
Q4 		$231K Sell
476
-573
-55% -$312K 0.04% 273
2024
Q3 		$613K Sell
1,049
-53
-5% -$28.5K 0.12% 144
2024
Q2 		$515K Buy
1,102
+248
+29% +$115K 0.14% 128
2024
Q1 		$388K Buy
854
+12
+1% +$5.26K 0.11% 147
2023
Q4 		$381K Sell
842
-384
-31% -$170K 0.13% 144
2023
Q3 		$502K Buy
1,226
+404
+49% +$179K 0.2% 121
2023
Q2 		$378K Sell
822
-188
-19% -$87.3K 0.16% 119
2023
Q1 		$477K Buy
1,010
+289
+40% +$136K 0.23% 106
2022
Q4 		$351K Buy
721
+48
+7% +$22.3K 0.2% 95
2022
Q3 		$328K Buy
+673
New +$281K 0.19% 99

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

Lifeworks Advisors's LMT Position: Q1 2026 in Review

Lifeworks Advisors reduced its Lockheed Martin (LMT) stake by 2.3% in Q1 2026, selling an estimated $21.6K and leaving 1,480 shares worth $895K. The position accounts for 0.11% of the portfolio, ranked #138.

Lifeworks Advisors first reported a position in LMT in Q3 2022 and has held it in 15 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Lifeworks Advisors held 1,480 shares of Lockheed Martin worth $895K as of Q1 2026.
  • Lifeworks Advisors sold 35 Lockheed Martin shares in Q1 2026, an estimated $21.6K.
  • Lockheed Martin made up 0.11% of Lifeworks Advisors's portfolio in Q1 2026, its #138 holding.
  • Lifeworks Advisors first reported a position in Lockheed Martin in Q3 2022 and has held it in 15 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.