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 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 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

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

Opal Wealth Advisors opened a new position in Lockheed Martin (LMT) in Q1 2026: 327 shares worth $198K. The stake represents 0.04% of the portfolio and ranks #210 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in LMT as recently as Q3 2025.

Opal Wealth Advisors first reported a position in LMT in Q4 2021 and has held it in 17 quarters since. The position peaked at $322K in Q2 2023. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Opal Wealth Advisors held 327 shares of Lockheed Martin worth $198K as of Q1 2026.
Lockheed Martin was a new Opal Wealth Advisors position in Q1 2026.
Lockheed Martin made up 0.04% of Opal Wealth Advisors's portfolio in Q1 2026, its #210 holding.
Opal Wealth Advisors first reported a position in Lockheed Martin in Q4 2021 and has held it in 17 quarters since.
Opal Wealth Advisors's Lockheed Martin position peaked at $322K in Q2 2023.
2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.