W Advisors LLC
LMT icon

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
Q3 		$1.78M Buy
3,503
+14
+0.4% +$7.7K 0.78% 28
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% +$7.36K 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% +$1.78K 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% -$6.56K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

W Advisors LLC's LMT Position: Q3 2026 in Review

W Advisors LLC increased its Lockheed Martin (LMT) stake by 0.4% in Q3 2026, buying an estimated $7.7K and bringing the position to 3,503 shares worth $1.78M. The position accounts for 0.78% of the portfolio, ranked #28.

W Advisors LLC first reported a position in LMT in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.11M in Q1 2026. 1,682 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • W Advisors LLC held 3,503 shares of Lockheed Martin worth $1.78M as of Q3 2026.
  • W Advisors LLC bought 14 Lockheed Martin shares in Q3 2026, an estimated $7.7K.
  • Lockheed Martin made up 0.78% of W Advisors LLC's portfolio in Q3 2026, its #28 holding.
  • W Advisors LLC first reported a position in Lockheed Martin in Q4 2021 and has held it in 20 quarters since.
  • W Advisors LLC's Lockheed Martin position peaked at $2.11M in Q1 2026.
  • 1,682 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.