WAL
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W Advisors LLC’s Lockheed Martin LMT Stock Holding History

W Advisors LLC’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 		$1.78M Hold
3,489
– – 0.81% 29
2026
Q1 		$2.11M Buy
3,489
+1
+0% +$616 1.08% 24
2025
Q4 		$1.69M Sell
3,488
-2
-0.1% -$957 0.85% 28
2025
Q3 		$1.74M Hold
3,490
– – 0.92% 26
2025
Q2 		$1.62M Sell
3,490
-5
-0.1% -$2.34K 0.93% 26
2025
Q1 		$1.56M Buy
3,495
+16
+0.5% +$7.37K 0.98% 25
2024
Q4 		$1.69M Sell
3,479
-4
-0.1% -$2.18K 1.05% 23
2024
Q3 		$2.04M Buy
3,483
+13
+0.4% +$6.98K 1.25% 20
2024
Q2 		$1.62M Buy
3,470
+5
+0.1% +$2.31K 1.06% 24
2024
Q1 		$1.58M Buy
3,465
+4
+0.1% +$1.75K 1.08% 22
2023
Q4 		$1.57M Buy
3,461
+12
+0.3% +$5.32K 1.16% 20
2023
Q3 		$1.41M Buy
3,449
+4
+0.1% +$1.77K 1.16% 20
2023
Q2 		$1.59M Sell
3,445
-52
-1% -$24.1K 1.24% 20
2023
Q1 		$1.65M Sell
3,497
-14
-0.4% -$6.57K 1.37% 18
2022
Q4 		$1.71M Sell
3,511
-250
-7% -$116K 1.42% 18
2022
Q3 		$1.45M Hold
3,761
– – 1.35% 20
2022
Q2 		$1.62M Sell
3,761
-46
-1% -$20.2K 1.4% 17
2022
Q1 		$1.68M Buy
3,807
+54
+1% +$21.9K 1.27% 25
2021
Q4 		$1.33M Buy
+3,753
New +$1.3M 0.99% 26

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

W Advisors LLC's LMT Position: Q2 2026 in Review

W Advisors LLC held its Lockheed Martin (LMT) position steady in Q2 2026 at 3,489 shares worth $1.78M. The position accounts for 0.81% of the portfolio, ranked #29.

W Advisors LLC first reported a position in LMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.11M in Q1 2026. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • W Advisors LLC held 3,489 shares of Lockheed Martin worth $1.78M as of Q2 2026.
  • W Advisors LLC left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.81% of W Advisors LLC's portfolio in Q2 2026, its #29 holding.
  • W Advisors LLC first reported a position in Lockheed Martin in Q4 2021 and has held it in 19 quarters since.
  • W Advisors LLC's Lockheed Martin position peaked at $2.11M in Q1 2026.
  • 2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.