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UP Strategic Wealth Investment Advisors’s Lockheed Martin LMT Stock Holding History

UP Strategic Wealth Investment 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 		– Sell
-351
Closed -$219K – 99
2025
Q4 		$219K Buy
+351
New +$168K 0.16% 82

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

UP Strategic Wealth Investment Advisors's LMT Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors sold out of Lockheed Martin (LMT) in Q1 2026, closing a stake of 351 shares — an estimated $219K sold.

UP Strategic Wealth Investment Advisors first reported a position in LMT in Q4 2025 and held it in 1 quarter. The position peaked at $219K in Q4 2025. 2,911 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • UP Strategic Wealth Investment Advisors reported no remaining Lockheed Martin position as of Q1 2026 after selling out during the quarter.
  • UP Strategic Wealth Investment Advisors sold 351 Lockheed Martin shares in Q1 2026, an estimated $219K.
  • UP Strategic Wealth Investment Advisors first reported a position in Lockheed Martin in Q4 2025 and held it in 1 quarter.
  • UP Strategic Wealth Investment Advisors's Lockheed Martin position peaked at $219K in Q4 2025.
  • 2,911 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.