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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
Q2 		$1.02M Buy
2,004
+56
+3% +$30.3K 0.12% 101
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 $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

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

Meridian Wealth Advisors increased its Lockheed Martin (LMT) stake by 2.9% in Q2 2026, buying an estimated $30.3K and bringing the position to 2,004 shares worth $1.02M. The position accounts for 0.12% of the portfolio, ranked #101.

Meridian Wealth Advisors first reported a position in LMT in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.78M in Q4 2022. 2,784 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Meridian Wealth Advisors held 2,004 shares of Lockheed Martin worth $1.02M as of Q2 2026.
  • Meridian Wealth Advisors bought 56 Lockheed Martin shares in Q2 2026, an estimated $30.3K.
  • Lockheed Martin made up 0.12% of Meridian Wealth Advisors's portfolio in Q2 2026, its #101 holding.
  • Meridian Wealth Advisors first reported a position in Lockheed Martin in Q4 2018 and has held it in 31 quarters since.
  • Meridian Wealth Advisors's Lockheed Martin position peaked at $1.78M in Q4 2022.
  • 2,784 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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