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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
2021
Q3 		– Sell
-100
Closed -$2K – 268
2021
Q2 		$2K Buy
+100
New +$38.4K ﹤0.01% 264

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
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. 2,909 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.
  • 2,909 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.