Talisman Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Talisman 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	$338K	Sell	560 -110	-16%	-$67.8K	0.27%	68
2025 Q4	$324K	Buy	670 +41	+7%	+$19.6K	0.25%	75
2025 Q3	$314K	Buy	629 +16	+3%	+$7.26K	0.26%	77
2025 Q2	$284K	Buy	613 +29	+5%	+$13.6K	0.26%	84
2025 Q1	$261K	Sell	584 -43	-7%	-$19.8K	0.27%	85
2024 Q4	$305K	Sell	627 -16	-2%	-$8.72K	0.32%	74
2024 Q3	$375K	Sell	643 -12	-2%	-$6.44K	0.39%	65
2024 Q2	$306K	Buy	655 +2	+0.3%	+$924	0.35%	70
2024 Q1	$297K	Sell	653 -12	-2%	-$5.26K	0.37%	69
2023 Q4	$301K	Buy	665 +1	+0.2%	+$443	0.45%	66
2023 Q3	$272K	Sell	664 -5	-0.7%	-$2.22K	0.47%	67
2023 Q2	$308K	Buy	669 +1	+0.1%	+$464	0.53%	64
2023 Q1	$316K	Buy	668 +122	+22%	+$57.2K	0.57%	63
2022 Q4	$266K	Buy	+546	New	+$254K	0.57%	57

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Talisman Wealth Advisors reduced its Lockheed Martin (LMT) stake by 16% in Q1 2026, selling an estimated $67.8K and leaving 560 shares worth $338K. The position accounts for 0.27% of the portfolio, ranked #68.

Talisman Wealth Advisors first reported a position in LMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $375K in Q3 2024. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Talisman Wealth Advisors held 560 shares of Lockheed Martin worth $338K as of Q1 2026.
Talisman Wealth Advisors sold 110 Lockheed Martin shares in Q1 2026, an estimated $67.8K.
Lockheed Martin made up 0.27% of Talisman Wealth Advisors's portfolio in Q1 2026, its #68 holding.
Talisman Wealth Advisors first reported a position in Lockheed Martin in Q4 2022 and has held it in 14 quarters since.
Talisman Wealth Advisors's Lockheed Martin position peaked at $375K in Q3 2024.
2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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