U.S. Capital Wealth Advisors’s Lockheed Martin LMT Stock Holding History

U.S. Capital 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	$8.3M	Buy	13,736 +5,647	+70%	+$3.48M	0.21%	115
2025 Q4	$3.91M	Buy	8,089 +1,712	+27%	+$819K	0.1%	220
2025 Q3	$3.18M	Sell	6,377 -283	-4%	-$128K	0.09%	232
2025 Q2	$3.08M	Buy	6,660 +1,131	+20%	+$529K	0.09%	221
2025 Q1	$2.47M	Sell	5,529 -25	-0.5%	-$11.5K	0.08%	252
2024 Q4	$2.7M	Sell	5,554 -222	-4%	-$121K	0.08%	247
2024 Q3	$3.38M	Sell	5,776 -360	-6%	-$193K	0.12%	168
2024 Q2	$2.87M	Sell	6,136 -1,226	-17%	-$567K	0.11%	180
2024 Q1	$3.35M	Sell	7,362 -1,967	-21%	-$862K	0.13%	161
2023 Q4	$4.23M	Sell	9,329 -1,352	-13%	-$599K	0.17%	132
2023 Q3	$4.37M	Sell	10,681 -37	-0.3%	-$16.4K	0.2%	112
2023 Q2	$4.93M	Buy	10,718 +47	+0.4%	+$21.8K	0.23%	100
2023 Q1	$5.04M	Sell	10,671 -151	-1%	-$70.8K	0.23%	96
2022 Q4	$5.26M	Sell	10,822 -7,540	-41%	-$3.5M	0.24%	91
2022 Q3	$7.09M	Sell	18,362 -11,508	-39%	-$4.81M	0.36%	55
2022 Q2	$12.8M	Sell	29,870 -1,648	-5%	-$724K	0.56%	30
2022 Q1	$13.9M	Buy	31,518 +1,983	+7%	+$804K	0.51%	35
2021 Q4	$10.5M	Buy	29,535 +154	+0.5%	+$53.3K	0.42%	53
2021 Q3	$10.1M	Buy	+29,381	New	+$10.6M	0.44%	50

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

U.S. Capital Wealth Advisors's LMT Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Lockheed Martin (LMT) stake by 70% in Q1 2026, buying an estimated $3.48M and bringing the position to 13,736 shares worth $8.3M. The position accounts for 0.21% of the portfolio, ranked #115.

U.S. Capital Wealth Advisors first reported a position in LMT in Q3 2021 and has held it in 19 quarters since. The position peaked at $13.9M in Q1 2022. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

U.S. Capital Wealth Advisors held 13,736 shares of Lockheed Martin worth $8.3M as of Q1 2026.
U.S. Capital Wealth Advisors bought 5,647 Lockheed Martin shares in Q1 2026, an estimated $3.48M.
Lockheed Martin made up 0.21% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #115 holding.
U.S. Capital Wealth Advisors first reported a position in Lockheed Martin in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Lockheed Martin position peaked at $13.9M in Q1 2022.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.