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
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 $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

W Advisors LLC's LMT Position: Q1 2026 in Review

W Advisors LLC increased its Lockheed Martin (LMT) stake by 0.03% in Q1 2026, buying an estimated $616 and bringing the position to 3,489 shares worth $2.11M. The position accounts for 1.08% of the portfolio, ranked #24.

W Advisors LLC first reported a position in LMT in Q4 2021 and has held it in 18 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • W Advisors LLC held 3,489 shares of Lockheed Martin worth $2.11M as of Q1 2026.
  • W Advisors LLC bought 1 Lockheed Martin share in Q1 2026, an estimated $616.
  • Lockheed Martin made up 1.08% of W Advisors LLC's portfolio in Q1 2026, its #24 holding.
  • W Advisors LLC first reported a position in Lockheed Martin in Q4 2021 and has held it in 18 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on W Advisors LLC's 13F filing for Q1 2026, filed 29 Apr 2026.