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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
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 $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

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

Stratos Wealth Advisors increased its Lockheed Martin (LMT) stake by 59% in Q1 2026, buying an estimated $357K and bringing the position to 1,565 shares worth $946K. The position accounts for 0.06% of the portfolio, ranked #273.

Stratos Wealth Advisors first reported a position in LMT in Q4 2018 and has held it in 28 quarters since. The position peaked at $3.51M in Q4 2023. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Stratos Wealth Advisors held 1,565 shares of Lockheed Martin worth $946K as of Q1 2026.
  • Stratos Wealth Advisors bought 580 Lockheed Martin shares in Q1 2026, an estimated $357K.
  • Lockheed Martin made up 0.06% of Stratos Wealth Advisors's portfolio in Q1 2026, its #273 holding.
  • Stratos Wealth Advisors first reported a position in Lockheed Martin in Q4 2018 and has held it in 28 quarters since.
  • Stratos Wealth Advisors's Lockheed Martin position peaked at $3.51M in Q4 2023.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.