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Visionary Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Visionary 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 		$11.4M Sell
18,853
-1,925
-9% -$1.19M 0.5% 48
2025
Q4 		$10M Buy
20,778
+376
+2% +$180K 0.45% 59
2025
Q3 		$10.2M Buy
20,402
+976
+5% +$443K 0.48% 55
2025
Q2 		$9M Buy
19,426
+2,677
+16% +$1.25M 0.46% 57
2025
Q1 		$7.48M Buy
16,749
+1,784
+12% +$821K 0.45% 67
2024
Q4 		$7.27M Buy
14,965
+143
+1% +$78K 0.43% 69
2024
Q3 		$8.66M Sell
14,822
-532
-3% -$286K 0.53% 55
2024
Q2 		$7.17M Buy
15,354
+6,868
+81% +$3.17M 0.47% 65
2024
Q1 		$3.86M Buy
8,486
+732
+9% +$321K 0.26% 103
2023
Q4 		$3.51M Sell
7,754
-19
-0.2% -$8.42K 0.26% 110
2023
Q3 		$3.18M Sell
7,773
-63
-0.8% -$27.9K 0.26% 104
2023
Q2 		$3.61M Sell
7,836
-62
-0.8% -$28.8K 0.29% 92
2023
Q1 		$3.73M Sell
7,898
-7,477
-49% -$3.51M 0.32% 83
2022
Q4 		$7.48M Buy
15,375
+546
+4% +$254K 0.69% 43
2022
Q3 		$5.73M Buy
14,829
+475
+3% +$198K 0.59% 42
2022
Q2 		$6.17M Buy
14,354
+970
+7% +$426K 0.55% 45
2022
Q1 		$5.91M Buy
13,384
+1,113
+9% +$451K 0.48% 53
2021
Q4 		$4.36M Buy
12,271
+1,389
+13% +$480K 0.36% 70
2021
Q3 		$3.75M Buy
10,882
+743
+7% +$269K 0.39% 68
2021
Q2 		$3.84M Buy
10,139
+1,101
+12% +$423K 0.39% 64
2021
Q1 		$3.34M Buy
+9,038
New +$3.1M 0.35% 82
2020
Q4 		– Sell
-577
Closed -$221K – 299
2020
Q3 		$221K Buy
577
+5
+0.9% +$1.91K 0.03% 230
2020
Q2 		$209K Buy
+572
New +$216K 0.03% 216
2020
Q1 		– Sell
-543
Closed -$211K – 214
2019
Q4 		$211K Buy
+543
New +$208K 0.04% 200

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

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

Visionary Wealth Advisors reduced its Lockheed Martin (LMT) stake by 9.3% in Q1 2026, selling an estimated $1.19M and leaving 18,853 shares worth $11.4M. The position accounts for 0.5% of the portfolio, ranked #48.

Visionary Wealth Advisors first reported a position in LMT in Q4 2019 and has held it in 24 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Visionary Wealth Advisors held 18,853 shares of Lockheed Martin worth $11.4M as of Q1 2026.
  • Visionary Wealth Advisors sold 1,925 Lockheed Martin shares in Q1 2026, an estimated $1.19M.
  • Lockheed Martin made up 0.5% of Visionary Wealth Advisors's portfolio in Q1 2026, its #48 holding.
  • Visionary Wealth Advisors first reported a position in Lockheed Martin in Q4 2019 and has held it in 24 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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