SFMG Wealth Advisors’s Lockheed Martin LMT Stock Holding History

SFMG 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	$739K	Buy	1,222 +3	+0.2%	+$1.85K	0.05%	142
2025 Q4	$590K	Buy	1,219 +65	+6%	+$31.1K	0.04%	165
2025 Q3	$576K	Buy	1,154 +1	+0.1%	+$454	0.04%	154
2025 Q2	$534K	Sell	1,153 -220	-16%	-$103K	0.04%	150
2025 Q1	$613K	Buy	1,373 +10	+0.7%	+$4.6K	0.05%	133
2024 Q4	$662K	Buy	1,363 +490	+56%	+$267K	0.05%	122
2024 Q3	$510K	Buy	873 +15	+2%	+$8.05K	0.04%	141
2024 Q2	$401K	Buy	858 +42	+5%	+$19.4K	0.03%	164
2024 Q1	$371K	Buy	816 +4	+0.5%	+$1.75K	0.03%	176
2023 Q4	$368K	Buy	812 +6	+0.7%	+$2.66K	0.03%	168
2023 Q3	$330K	Sell	806 -130	-14%	-$57.7K	0.03%	169
2023 Q2	$431K	Sell	936 -68	-7%	-$31.6K	0.04%	141
2023 Q1	$475K	Buy	1,004 +79	+9%	+$37K	0.05%	133
2022 Q4	$450K	Buy	925 +4	+0.4%	+$1.86K	0.05%	142
2022 Q3	$366K	Buy	921 +3	+0.3%	+$1.25K	0.04%	151
2022 Q2	$395K	Buy	918 +2	+0.2%	+$878	0.05%	147
2022 Q1	$404K	Sell	916 -60	-6%	-$24.3K	0.04%	163
2021 Q4	$347K	Buy	976 +211	+28%	+$73K	0.03%	182
2021 Q3	$264K	Buy	765 +18	+2%	+$6.51K	0.03%	209
2021 Q2	$283K	Buy	747 +2	+0.3%	+$769	0.03%	206
2021 Q1	$275K	Sell	745 -228	-23%	-$78.2K	0.03%	193
2020 Q4	$345K	Buy	973 +359	+58%	+$132K	0.04%	158
2020 Q3	$235K	Sell	614 -4	-0.6%	-$1.53K	0.03%	156
2020 Q2	$226K	Buy	+618	New	+$233K	0.03%	143
2020 Q1	–	Sell	-690	Closed	-$269K	–	163
2019 Q4	$269K	Buy	690 +10	+1%	+$3.84K	0.03%	137
2019 Q3	$265K	Sell	680 -23	-3%	-$8.65K	0.04%	124
2019 Q2	$260K	Sell	703 -10	-1%	-$3.35K	0.04%	127
2019 Q1	$214K	Sell	713 -217	-23%	-$63.6K	0.03%	133
2018 Q4	$244K	Sell	930 -64	-6%	-$19.4K	0.04%	117
2018 Q3	$297K	Sell	994 -1	-0.1%	-$323	0.05%	99
2018 Q2	$294K	Sell	995 -266	-21%	-$85.8K	0.05%	107
2018 Q1	$426K	Buy	1,261 +66	+6%	+$22.5K	0.07%	82
2017 Q4	$384K	Sell	1,195 -8	-0.7%	-$2.52K	0.06%	93
2017 Q3	$373K	Buy	1,203 +1	+0.1%	+$298	0.07%	85
2017 Q2	$334K	Buy	1,202 +35	+3%	+$9.62K	0.07%	87
2017 Q1	$312K	Hold	1,167	–	–	0.06%	87
2016 Q4	$292K	Buy	1,167 +300	+35%	+$75K	0.06%	91
2016 Q3	$208K	Hold	867	–	–	0.05%	107
2016 Q2	$215K	Buy	+867	New	+$204K	0.05%	97
2015 Q2	–	Sell	-1,570	Closed	-$319K	–	145
2015 Q1	$319K	Buy	+1,570	New	+$310K	0.03%	128

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

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

SFMG Wealth Advisors increased its Lockheed Martin (LMT) stake by 0.25% in Q1 2026, buying an estimated $1.85K and bringing the position to 1,222 shares worth $739K. The position accounts for 0.05% of the portfolio, ranked #142.

SFMG Wealth Advisors first reported a position in LMT in Q1 2015 and has held it in 40 quarters since. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

SFMG Wealth Advisors held 1,222 shares of Lockheed Martin worth $739K as of Q1 2026.
SFMG Wealth Advisors bought 3 Lockheed Martin shares in Q1 2026, an estimated $1.85K.
Lockheed Martin made up 0.05% of SFMG Wealth Advisors's portfolio in Q1 2026, its #142 holding.
SFMG Wealth Advisors first reported a position in Lockheed Martin in Q1 2015 and has held it in 40 quarters since.
2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.