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Stratos Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Stratos 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
Q2 		$623K Sell
1,222
-343
-22% -$185K 0.03% 361
2026
Q1 		$946K Buy
1,565
+580
+59% +$357K 0.06% 273
2025
Q4 		$477K Sell
985
-110
-10% -$52.6K 0.02% 444
2025
Q3 		$547K Buy
1,095
+95
+10% +$43.1K 0.03% 446
2025
Q2 		$463K Buy
1,000
+26
+3% +$12.2K 0.02% 465
2025
Q1 		$435K Sell
974
-71
-7% -$32.7K 0.02% 465
2024
Q4 		$508K Sell
1,045
-103
-9% -$56.1K 0.02% 470
2024
Q3 		$672K Buy
1,148
+166
+17% +$89.1K 0.03% 431
2024
Q2 		$459K Buy
982
+61
+7% +$28.2K 0.02% 491
2024
Q1 		$419K Sell
921
-6,833
-88% -$2.99M 0.02% 495
2023
Q4 		$3.51M Buy
7,754
+56
+0.7% +$24.8K 0.2% 146
2023
Q3 		$3.15M Buy
7,698
+507
+7% +$225K 0.21% 140
2023
Q2 		$3.31M Sell
7,191
-97
-1% -$45K 0.23% 121
2023
Q1 		$3.45M Buy
7,288
+114
+2% +$53.5K 0.27% 109
2022
Q4 		$3.49M Buy
7,174
+282
+4% +$131K 0.29% 102
2022
Q3 		$2.66M Buy
6,892
+491
+8% +$205K 0.28% 101
2022
Q2 		$2.75M Sell
6,401
-21
-0.3% -$9.22K 0.25% 104
2022
Q1 		$2.83M Sell
6,422
-332
-5% -$135K 0.23% 119
2021
Q4 		$2.4M Sell
6,754
-165
-2% -$57.1K 0.17% 163
2021
Q3 		$2.39M Sell
6,919
-63
-0.9% -$22.8K 0.2% 138
2021
Q2 		$2.64M Buy
6,982
+442
+7% +$170K 0.23% 117
2021
Q1 		$2.42M Buy
6,540
+1,355
+26% +$465K 0.26% 104
2020
Q4 		$1.84M Buy
5,185
+475
+10% +$175K 0.25% 98
2020
Q3 		$1.81M Sell
4,710
-77
-2% -$29.4K 0.44% 61
2020
Q2 		$1.75M Buy
+4,787
New +$1.81M 0.54% 53
2019
Q4 		– Sell
-1,139
Closed -$444K – 209
2019
Q3 		$444K Hold
1,139
– – 0.17% 132
2019
Q2 		$414K Buy
1,139
+47
+4% +$15.7K 0.17% 138
2019
Q1 		$328K Buy
1,092
+4
+0.4% +$1.17K 0.18% 148
2018
Q4 		$285K Buy
+1,088
New +$330K 0.19% 143

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Stratos Wealth Advisors's LMT Position: Q2 2026 in Review

Stratos Wealth Advisors reduced its Lockheed Martin (LMT) stake by 22% in Q2 2026, selling an estimated $185K and leaving 1,222 shares worth $623K. The position accounts for 0.03% of the portfolio, ranked #361.

Stratos Wealth Advisors first reported a position in LMT in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.51M in Q4 2023. 2,784 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Stratos Wealth Advisors held 1,222 shares of Lockheed Martin worth $623K as of Q2 2026.
  • Stratos Wealth Advisors sold 343 Lockheed Martin shares in Q2 2026, an estimated $185K.
  • Lockheed Martin made up 0.03% of Stratos Wealth Advisors's portfolio in Q2 2026, its #361 holding.
  • Stratos Wealth Advisors first reported a position in Lockheed Martin in Q4 2018 and has held it in 29 quarters since.
  • Stratos Wealth Advisors's Lockheed Martin position peaked at $3.51M in Q4 2023.
  • 2,784 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.