SIA
LMT icon

Soltis Investment Advisors’s Lockheed Martin LMT Stock Holding History

Soltis Investment 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 		$11.9M Sell
19,650
-108
-0.5% -$66.5K 0.75% 18
2025
Q4 		$9.56M Buy
19,758
+511
+3% +$245K 0.63% 29
2025
Q3 		$9.61M Sell
19,247
-308
-2% -$140K 0.66% 26
2025
Q2 		$9.06M Sell
19,555
-171
-0.9% -$80K 0.71% 25
2025
Q1 		$8.81M Buy
19,726
+5,791
+42% +$2.67M 0.79% 23
2024
Q4 		$6.77M Buy
13,935
+4,159
+43% +$2.27M 0.63% 35
2024
Q3 		$5.71M Sell
9,776
-1,079
-10% -$579K 0.56% 55
2024
Q2 		$5.07M Buy
10,855
+50
+0.5% +$23.1K 0.54% 59
2024
Q1 		$4.91M Buy
10,805
+44
+0.4% +$19.3K 0.55% 63
2023
Q4 		$4.88M Sell
10,761
-375
-3% -$166K 0.55% 58
2023
Q3 		$4.55M Sell
11,136
-405
-4% -$180K 0.59% 56
2023
Q2 		$5.31M Buy
11,541
+711
+7% +$330K 0.62% 48
2023
Q1 		$5.12M Buy
10,830
+177
+2% +$83K 0.65% 41
2022
Q4 		$5.18M Buy
10,653
+1,304
+14% +$606K 0.68% 34
2022
Q3 		$3.61M Buy
9,349
+1,526
+20% +$637K 0.54% 47
2022
Q2 		$3.36M Buy
7,823
+1,679
+27% +$737K 0.49% 54
2022
Q1 		$2.71M Buy
6,144
+1,069
+21% +$433K 0.38% 65
2021
Q4 		$1.8M Buy
5,075
+4,376
+626% +$1.51M 0.25% 90
2021
Q3 		$241K Sell
699
-3,055
-81% -$1.11M 0.04% 219
2021
Q2 		$1.42M Buy
3,754
+955
+34% +$367K 0.23% 89
2021
Q1 		$1.03M Buy
2,799
+1,282
+85% +$440K 0.19% 102
2020
Q4 		$539K Buy
+1,517
New +$558K 0.1% 134

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

Soltis Investment Advisors's LMT Position: Q1 2026 in Review

Soltis Investment Advisors reduced its Lockheed Martin (LMT) stake by 0.55% in Q1 2026, selling an estimated $66.5K and leaving 19,650 shares worth $11.9M. The position accounts for 0.75% of the portfolio, ranked #18.

Soltis Investment Advisors first reported a position in LMT in Q4 2020 and has held it in 22 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Soltis Investment Advisors held 19,650 shares of Lockheed Martin worth $11.9M as of Q1 2026.
  • Soltis Investment Advisors sold 108 Lockheed Martin shares in Q1 2026, an estimated $66.5K.
  • Lockheed Martin made up 0.75% of Soltis Investment Advisors's portfolio in Q1 2026, its #18 holding.
  • Soltis Investment Advisors first reported a position in Lockheed Martin in Q4 2020 and has held it in 22 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.