Monograph Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Monograph 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	$559K	Hold	925	–	–	0.05%	87
2025 Q4	$447K	Hold	925	–	–	0.04%	95
2025 Q3	$462K	Hold	925	–	–	0.05%	97
2025 Q2	$428K	Buy	925 +7	+0.8%	+$3.28K	0.05%	89
2025 Q1	$410K	Buy	918 +7	+0.8%	+$3.22K	0.06%	79
2024 Q4	$443K	Buy	911 +6	+0.7%	+$3.27K	0.06%	76
2024 Q3	$529K	Sell	905 -245	-21%	-$132K	0.07%	72
2024 Q2	$537K	Buy	1,150 +6	+0.5%	+$2.77K	0.08%	65
2024 Q1	$520K	Sell	1,144 -1,003	-47%	-$440K	0.08%	93
2023 Q4	$973K	Buy	2,147 +17	+0.8%	+$7.53K	0.17%	41
2023 Q3	$871K	Buy	2,130 +388	+22%	+$172K	0.17%	49
2023 Q2	$802K	Buy	1,742 +11	+0.6%	+$5.11K	0.17%	39
2023 Q1	$818K	Sell	1,731 -139	-7%	-$65.2K	0.19%	33
2022 Q4	$910K	Buy	+1,870	New	+$869K	0.24%	33
2022 Q3	–	Sell	-1,699	Closed	-$730K	–	74
2022 Q2	$730K	Sell	1,699 -47	-3%	-$20.6K	0.21%	34
2022 Q1	$771K	Buy	1,746 +47	+3%	+$19.1K	0.19%	39
2021 Q4	$604K	Buy	+1,699	New	+$588K	0.15%	47

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Monograph Wealth Advisors held its Lockheed Martin (LMT) position steady in Q1 2026 at 925 shares worth $559K. The position accounts for 0.05% of the portfolio, ranked #87.

Monograph Wealth Advisors first reported a position in LMT in Q4 2021 and has held it in 17 quarters since. The position peaked at $973K in Q4 2023. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Monograph Wealth Advisors held 925 shares of Lockheed Martin worth $559K as of Q1 2026.
Monograph Wealth Advisors left its Lockheed Martin share count unchanged in Q1 2026.
Lockheed Martin made up 0.05% of Monograph Wealth Advisors's portfolio in Q1 2026, its #87 holding.
Monograph Wealth Advisors first reported a position in Lockheed Martin in Q4 2021 and has held it in 17 quarters since.
Monograph Wealth Advisors's Lockheed Martin position peaked at $973K in Q4 2023.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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