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Strategies Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Strategies 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 		$396K Buy
655
+52
+9% +$32K 0.04% 116
2025
Q4 		$292K Buy
603
+3
+0.5% +$1.44K 0.03% 146
2025
Q3 		$300K Sell
600
-62
-9% -$28.1K 0.03% 143
2025
Q2 		$307K Buy
662
+3
+0.5% +$1.4K 0.03% 140
2025
Q1 		$294K Buy
+659
New +$303K 0.04% 141

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

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

Strategies Wealth Advisors increased its Lockheed Martin (LMT) stake by 8.6% in Q1 2026, buying an estimated $32K and bringing the position to 655 shares worth $396K. The position accounts for 0.04% of the portfolio, ranked #116.

Strategies Wealth Advisors first reported a position in LMT in Q1 2025 and has held it in 5 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Strategies Wealth Advisors held 655 shares of Lockheed Martin worth $396K as of Q1 2026.
  • Strategies Wealth Advisors bought 52 Lockheed Martin shares in Q1 2026, an estimated $32K.
  • Lockheed Martin made up 0.04% of Strategies Wealth Advisors's portfolio in Q1 2026, its #116 holding.
  • Strategies Wealth Advisors first reported a position in Lockheed Martin in Q1 2025 and has held it in 5 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.