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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
Q2 		$5.09K Sell
10
-238
-96% -$129K ﹤0.01% 857
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 $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Medallion Wealth Advisors's LMT Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Lockheed Martin (LMT) stake by 96% in Q2 2026, selling an estimated $129K and leaving 10 shares worth $5.09K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Medallion Wealth Advisors first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $150K in Q1 2026. 2,785 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Medallion Wealth Advisors held 10 shares of Lockheed Martin worth $5.09K as of Q2 2026.
  • Medallion Wealth Advisors sold 238 Lockheed Martin shares in Q2 2026, an estimated $129K.
  • Lockheed Martin made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #857 holding.
  • Medallion Wealth Advisors first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Lockheed Martin position peaked at $150K in Q1 2026.
  • 2,785 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.