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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
Q2 		$10.4M Buy
20,332
+1,479
+8% +$800K 0.41% 66
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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Visionary Wealth Advisors's LMT Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Lockheed Martin (LMT) stake by 7.8% in Q2 2026, buying an estimated $800K and bringing the position to 20,332 shares worth $10.4M. The position accounts for 0.41% of the portfolio, ranked #66.

Visionary Wealth Advisors first reported a position in LMT in Q4 2019 and has held it in 25 quarters since. The position peaked at $11.4M in Q1 2026. 2,779 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Visionary Wealth Advisors held 20,332 shares of Lockheed Martin worth $10.4M as of Q2 2026.
  • Visionary Wealth Advisors bought 1,479 Lockheed Martin shares in Q2 2026, an estimated $800K.
  • Lockheed Martin made up 0.41% of Visionary Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • Visionary Wealth Advisors first reported a position in Lockheed Martin in Q4 2019 and has held it in 25 quarters since.
  • Visionary Wealth Advisors's Lockheed Martin position peaked at $11.4M in Q1 2026.
  • 2,779 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.