True Link Financial Advisors’s Lockheed Martin LMT Stock Holding History

True Link Financial 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	$2.89M	Sell	4,787 -190	-4%	-$117K	0.18%	20
2025 Q4	$2.41M	Sell	4,977 -51	-1%	-$24.4K	0.15%	25
2025 Q3	$2.51M	Sell	5,028 -125	-2%	-$56.7K	0.16%	22
2025 Q2	$2.39M	Sell	5,153 -305	-6%	-$143K	0.16%	22
2025 Q1	$2.44M	Sell	5,458 -204	-4%	-$93.9K	0.18%	23
2024 Q4	$2.75M	Buy	5,662 +1	+0%	+$545	0.23%	15
2024 Q3	$3.31M	Sell	5,661 -30	-0.5%	-$16.1K	0.28%	16
2024 Q2	$2.66M	Sell	5,691 -12	-0.2%	-$5.55K	0.25%	16
2024 Q1	$2.59M	Sell	5,703 -493	-8%	-$216K	0.25%	16
2023 Q4	$2.81M	Buy	+6,196	New	+$2.75M	0.3%	15
2023 Q3	–	Sell	-819	Closed	-$377K	–	111
2023 Q2	$377K	Hold	819	–	–	0.05%	88
2023 Q1	$387K	Hold	819	–	–	0.05%	90
2022 Q4	$398K	Hold	819	–	–	0.05%	83
2022 Q3	$316K	Hold	819	–	–	0.05%	107
2022 Q2	$352K	Buy	819 +29	+4%	+$12.7K	0.05%	100
2022 Q1	$349K	Buy	+790	New	+$320K	0.05%	97
2021 Q4	–	Sell	-18	Closed	-$6K	–	787
2021 Q3	$6K	Hold	18	–	–	﹤0.01%	658
2021 Q2	$7K	Buy	+18	New	+$6.92K	﹤0.01%	584

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

True Link Financial Advisors's LMT Position: Q1 2026 in Review

True Link Financial Advisors reduced its Lockheed Martin (LMT) stake by 3.8% in Q1 2026, selling an estimated $117K and leaving 4,787 shares worth $2.89M. The position accounts for 0.18% of the portfolio, ranked #20.

True Link Financial Advisors first reported a position in LMT in Q2 2021 and has held it in 18 quarters since. The position peaked at $3.31M in Q3 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

True Link Financial Advisors held 4,787 shares of Lockheed Martin worth $2.89M as of Q1 2026.
True Link Financial Advisors sold 190 Lockheed Martin shares in Q1 2026, an estimated $117K.
Lockheed Martin made up 0.18% of True Link Financial Advisors's portfolio in Q1 2026, its #20 holding.
True Link Financial Advisors first reported a position in Lockheed Martin in Q2 2021 and has held it in 18 quarters since.
True Link Financial Advisors's Lockheed Martin position peaked at $3.31M in Q3 2024.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.