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Opal Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Opal 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 		– Sell
-327
Closed -$198K – 422
2026
Q1 		$198K Buy
+327
New +$201K 0.04% 210
2025
Q4 		– Sell
-434
Closed -$217K – 214
2025
Q3 		$217K Buy
434
+43
+11% +$19.5K 0.06% 181
2025
Q2 		$181K Sell
391
-28
-7% -$13.1K 0.05% 207
2025
Q1 		$187K Sell
419
-10
-2% -$4.6K 0.06% 192
2024
Q4 		$208K Sell
429
-40
-9% -$21.8K 0.06% 184
2024
Q3 		$274K Sell
469
-56
-11% -$30.1K 0.09% 138
2024
Q2 		$245K Sell
525
-87
-14% -$40.2K 0.08% 144
2024
Q1 		$279K Sell
612
-85
-12% -$37.3K 0.09% 131
2023
Q4 		$316K Buy
697
+45
+7% +$19.9K 0.12% 123
2023
Q3 		$267K Sell
652
-47
-7% -$20.9K 0.16% 115
2023
Q2 		$322K Buy
699
+34
+5% +$15.8K 0.16% 84
2023
Q1 		$314K Buy
665
+17
+3% +$7.97K 0.18% 67
2022
Q4 		$315K Sell
648
-59
-8% -$27.4K 0.17% 76
2022
Q3 		$273K Buy
707
+23
+3% +$9.6K 0.2% 70
2022
Q2 		$294K Buy
684
+23
+3% +$10.1K 0.19% 71
2022
Q1 		$292K Sell
661
-15
-2% -$6.08K 0.25% 68
2021
Q4 		$240K Buy
+676
New +$234K 0.15% 104

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

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

Opal Wealth Advisors sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 327 shares — an estimated $198K sold.

Opal Wealth Advisors first reported a position in LMT in Q4 2021 and held it in 17 quarters. The position peaked at $322K in Q2 2023. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 327 Lockheed Martin shares in Q2 2026, an estimated $198K.
  • Opal Wealth Advisors first reported a position in Lockheed Martin in Q4 2021 and held it in 17 quarters.
  • Opal Wealth Advisors's Lockheed Martin position peaked at $322K in Q2 2023.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.