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Octavia Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Octavia 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 		$324K Sell
635
-375
-37% -$203K 0.03% 166
2026
Q1 		$611K Sell
1,010
-151
-13% -$93K 0.06% 116
2025
Q4 		$562K Sell
1,161
-69
-6% -$33K 0.05% 126
2025
Q3 		$614K Buy
1,230
+391
+47% +$177K 0.06% 115
2025
Q2 		$388K Sell
839
-520
-38% -$243K 0.04% 142
2025
Q1 		$607K Sell
1,359
-32
-2% -$14.7K 0.07% 105
2024
Q4 		$676K Sell
1,391
-16
-1% -$8.72K 0.08% 91
2024
Q3 		$823K Sell
1,407
-40
-3% -$21.5K 0.1% 83
2024
Q2 		$676K Buy
1,447
+488
+51% +$226K 0.09% 96
2024
Q1 		$437K Sell
959
-588
-38% -$258K 0.06% 125
2023
Q4 		$701K Buy
1,547
+168
+12% +$74.4K 0.12% 92
2023
Q3 		$564K Buy
1,379
+19
+1% +$8.43K 0.11% 96
2023
Q2 		$626K Buy
1,360
+568
+72% +$264K 0.13% 84
2023
Q1 		$374K Sell
792
-46
-5% -$21.6K 0.08% 111
2022
Q4 		$408K Sell
838
-105
-11% -$48.8K 0.1% 104
2022
Q3 		$364K Sell
943
-9
-0.9% -$3.76K 0.1% 111
2022
Q2 		$410K Buy
952
+25
+3% +$11K 0.11% 102
2022
Q1 		$409K Sell
927
-688
-43% -$279K 0.09% 115
2021
Q4 		$574K Buy
1,615
+651
+68% +$225K 0.12% 93
2021
Q3 		$334K Buy
964
+142
+17% +$51.4K 0.09% 124
2021
Q2 		$311K Sell
822
-623
-43% -$240K 0.08% 129
2021
Q1 		$534K Sell
1,445
-198
-12% -$67.9K 0.16% 87
2020
Q4 		$583K Buy
+1,643
New +$604K 0.19% 86

Other funds holding LMT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

Octavia Wealth Advisors reduced its Lockheed Martin (LMT) stake by 37% in Q2 2026, selling an estimated $203K and leaving 635 shares worth $324K. The position accounts for 0.03% of the portfolio, ranked #166.

Octavia Wealth Advisors first reported a position in LMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $823K in Q3 2024. 1,070 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Octavia Wealth Advisors held 635 shares of Lockheed Martin worth $324K as of Q2 2026.
  • Octavia Wealth Advisors sold 375 Lockheed Martin shares in Q2 2026, an estimated $203K.
  • Lockheed Martin made up 0.03% of Octavia Wealth Advisors's portfolio in Q2 2026, its #166 holding.
  • Octavia Wealth Advisors first reported a position in Lockheed Martin in Q4 2020 and has held it in 23 quarters since.
  • Octavia Wealth Advisors's Lockheed Martin position peaked at $823K in Q3 2024.
  • 1,070 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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