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Twin Peaks Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Twin Peaks 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 		$85.4K Buy
+141
New +$86.9K 0.02% 315
2025
Q3 		– Sell
-66
Closed -$28.5K – 1267
2025
Q2 		$28.5K Buy
+66
New +$30.9K 0.01% 487

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

Twin Peaks Wealth Advisors's LMT Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Lockheed Martin (LMT) in Q1 2026: 141 shares worth $85.4K. The stake represents 0.02% of the portfolio and ranks #315 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in LMT as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in LMT in Q2 2025 and has held it in 2 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Twin Peaks Wealth Advisors held 141 shares of Lockheed Martin worth $85.4K as of Q1 2026.
  • Lockheed Martin was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Lockheed Martin made up 0.02% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #315 holding.
  • Twin Peaks Wealth Advisors first reported a position in Lockheed Martin in Q2 2025 and has held it in 2 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.