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Medallion Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Medallion 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 		$150K Sell
248
-50
-17% -$30.8K 0.05% 292
2025
Q4 		$144K Buy
298
+6
+2% +$2.87K 0.05% 290
2025
Q3 		$146K Buy
292
+22
+8% +$9.98K 0.05% 282
2025
Q2 		$126K Buy
270
+20
+8% +$9.36K 0.05% 307
2025
Q1 		$112K Buy
250
+29
+13% +$13.3K 0.05% 287
2024
Q4 		$108K Buy
+221
New +$120K 0.05% 282

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

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

Medallion Wealth Advisors reduced its Lockheed Martin (LMT) stake by 17% in Q1 2026, selling an estimated $30.8K and leaving 248 shares worth $150K. The position accounts for 0.05% of the portfolio, ranked #292.

Medallion Wealth Advisors first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Medallion Wealth Advisors held 248 shares of Lockheed Martin worth $150K as of Q1 2026.
  • Medallion Wealth Advisors sold 50 Lockheed Martin shares in Q1 2026, an estimated $30.8K.
  • Lockheed Martin made up 0.05% of Medallion Wealth Advisors's portfolio in Q1 2026, its #292 holding.
  • Medallion Wealth Advisors first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.