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Sound View Wealth Advisors Group’s Lockheed Martin LMT Stock Holding History

Sound View Wealth Advisors Group’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 		$2.11M Sell
3,494
-31
-0.9% -$19.1K 0.14% 127
2025
Q4 		$1.7M Sell
3,525
-61
-2% -$29.2K 0.11% 141
2025
Q3 		$1.79M Sell
3,586
-61
-2% -$27.7K 0.12% 143
2025
Q2 		$1.69M Sell
3,647
-26
-0.7% -$12.2K 0.12% 140
2025
Q1 		$1.64M Buy
3,673
+70
+2% +$32.2K 0.13% 135
2024
Q4 		$1.75M Buy
3,603
+21
+0.6% +$11.4K 0.14% 128
2024
Q3 		$2.09M Buy
3,582
+79
+2% +$42.4K 0.17% 123
2024
Q2 		$1.64M Buy
3,503
+37
+1% +$17.1K 0.17% 123
2024
Q1 		$1.58M Sell
3,466
-327
-9% -$143K 0.17% 130
2023
Q4 		$1.72M Sell
3,793
-65
-2% -$28.8K 0.19% 118
2023
Q3 		$1.58M Buy
3,858
+96
+3% +$42.6K 0.2% 106
2023
Q2 		$1.73M Sell
3,762
-1,769
-32% -$821K 0.23% 96
2023
Q1 		$2.61M Buy
5,531
+1,738
+46% +$815K 0.36% 69
2022
Q4 		$1.72M Sell
3,793
-112
-3% -$52K 0.19% 118
2022
Q3 		$1.51M Sell
3,905
-53
-1% -$22.1K 0.34% 74
2022
Q2 		$1.7M Sell
3,958
-202
-5% -$88.7K 0.36% 73
2022
Q1 		$1.84M Sell
4,160
-154
-4% -$62.4K 0.35% 71
2021
Q4 		$1.53M Sell
4,314
-161
-4% -$55.7K 0.29% 88
2021
Q3 		$1.54M Buy
4,475
+443
+11% +$160K 0.32% 84
2021
Q2 		$1.53M Buy
4,032
+1,830
+83% +$704K 0.32% 85
2021
Q1 		$814K Sell
2,202
-116
-5% -$39.8K 0.19% 114
2020
Q4 		$823K Sell
2,318
-106
-4% -$39K 0.2% 115
2020
Q3 		$929K Sell
2,424
-246
-9% -$93.9K 0.24% 97
2020
Q2 		$974K Buy
2,670
+142
+6% +$53.6K 0.27% 94
2020
Q1 		$857K Sell
2,528
-140
-5% -$55.1K 0.3% 89
2019
Q4 		$1.04M Sell
2,668
-345
-11% -$132K 0.29% 91
2019
Q3 		$1.18M Sell
3,013
-272
-8% -$102K 0.35% 80
2019
Q2 		$1.19M Buy
+3,285
New +$1.1M 0.35% 79

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

Sound View Wealth Advisors Group's LMT Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Lockheed Martin (LMT) stake by 0.88% in Q1 2026, selling an estimated $19.1K and leaving 3,494 shares worth $2.11M. The position accounts for 0.14% of the portfolio, ranked #127.

Sound View Wealth Advisors Group first reported a position in LMT in Q2 2019 and has held it in 28 quarters since. The position peaked at $2.61M in Q1 2023. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Sound View Wealth Advisors Group held 3,494 shares of Lockheed Martin worth $2.11M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 31 Lockheed Martin shares in Q1 2026, an estimated $19.1K.
  • Lockheed Martin made up 0.14% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #127 holding.
  • Sound View Wealth Advisors Group first reported a position in Lockheed Martin in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Lockheed Martin position peaked at $2.61M in Q1 2023.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.