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Meridian Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Meridian 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 		$1.18M Sell
1,948
-143
-7% -$88.1K 0.16% 86
2025
Q4 		$1.01M Sell
2,091
-120
-5% -$57.4K 0.14% 88
2025
Q3 		$1.1M Buy
2,211
+35
+2% +$15.9K 0.16% 82
2025
Q2 		$1.01M Buy
2,176
+6
+0.3% +$2.81K 0.16% 83
2025
Q1 		$970K Buy
2,170
+6
+0.3% +$2.76K 0.16% 79
2024
Q4 		$1.05M Sell
2,164
-5
-0.2% -$2.73K 0.17% 77
2024
Q3 		$1.27M Buy
2,169
+207
+11% +$111K 0.21% 73
2024
Q2 		$917K Sell
1,962
-899
-31% -$415K 0.16% 86
2024
Q1 		$1.3M Sell
2,861
-35
-1% -$15.3K 0.24% 68
2023
Q4 		$1.31M Sell
2,896
-72
-2% -$31.9K 0.29% 67
2023
Q3 		$1.21M Sell
2,968
-77
-3% -$34.2K 0.3% 66
2023
Q2 		$1.4M Sell
3,045
-590
-16% -$274K 0.34% 61
2023
Q1 		$1.72M Sell
3,635
-19
-0.5% -$8.91K 0.43% 57
2022
Q4 		$1.78M Sell
3,654
-58
-2% -$27K 0.46% 54
2022
Q3 		$1.43M Sell
3,712
-116
-3% -$48.4K 0.4% 58
2022
Q2 		$1.65M Buy
3,828
+453
+13% +$199K 0.44% 54
2022
Q1 		$1.49M Buy
3,375
+730
+28% +$296K 0.35% 66
2021
Q4 		$940K Sell
2,645
-57
-2% -$19.7K 0.23% 88
2021
Q3 		$932K Buy
2,702
+29
+1% +$10.5K 0.26% 83
2021
Q2 		$1.01M Buy
2,673
+364
+16% +$140K 0.29% 78
2021
Q1 		$853K Sell
2,309
-375
-14% -$129K 0.28% 75
2020
Q4 		$953K Buy
2,684
+25
+0.9% +$9.19K 0.35% 64
2020
Q3 		$1.02M Buy
2,659
+31
+1% +$11.8K 0.44% 50
2020
Q2 		$959K Buy
2,628
+267
+11% +$101K 0.44% 47
2020
Q1 		$800K Buy
2,361
+105
+5% +$41.3K 0.44% 47
2019
Q4 		$878K Sell
2,256
-70
-3% -$26.9K 0.35% 55
2019
Q3 		$907K Buy
2,326
+1,304
+128% +$490K 0.39% 54
2019
Q2 		$388K Buy
1,022
+125
+14% +$41.8K 0.27% 81
2019
Q1 		$269K Hold
897
– – 0.2% 98
2018
Q4 		$235K Buy
+897
New +$272K 0.18% 108

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

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

Meridian Wealth Advisors reduced its Lockheed Martin (LMT) stake by 6.8% in Q1 2026, selling an estimated $88.1K and leaving 1,948 shares worth $1.18M. The position accounts for 0.16% of the portfolio, ranked #86.

Meridian Wealth Advisors first reported a position in LMT in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.78M in Q4 2022. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Meridian Wealth Advisors held 1,948 shares of Lockheed Martin worth $1.18M as of Q1 2026.
  • Meridian Wealth Advisors sold 143 Lockheed Martin shares in Q1 2026, an estimated $88.1K.
  • Lockheed Martin made up 0.16% of Meridian Wealth Advisors's portfolio in Q1 2026, its #86 holding.
  • Meridian Wealth Advisors first reported a position in Lockheed Martin in Q4 2018 and has held it in 30 quarters since.
  • Meridian Wealth Advisors's Lockheed Martin position peaked at $1.78M in Q4 2022.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.