Wealth Advisors of Tampa Bay’s Lockheed Martin LMT Stock Holding History

Wealth Advisors of Tampa Bay’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	$4.7M	Sell	7,769 -60	-0.8%	-$37K	1.55%	24
2025 Q4	$3.79M	Sell	7,829 -725	-8%	-$347K	1.31%	32
2025 Q3	$4.27M	Buy	8,554 +181	+2%	+$82.1K	1.42%	26
2025 Q2	$3.88M	Buy	8,373 +50	+0.6%	+$23.4K	1.46%	27
2025 Q1	$3.72M	Buy	8,323 +753	+10%	+$347K	1.51%	31
2024 Q4	$3.68M	Buy	7,570 +2,194	+41%	+$1.2M	1.58%	23
2024 Q3	$3.14M	Buy	5,376 +865	+19%	+$464K	1.31%	32
2024 Q2	$2.11M	Buy	+4,511	New	+$2.08M	0.98%	39
2022 Q3	–	Sell	-650	Closed	-$279K	–	85
2022 Q2	$279K	Hold	650	–	–	0.09%	79
2022 Q1	$287K	Sell	650 -70	-10%	-$28.4K	0.08%	85
2021 Q4	$256K	Buy	+720	New	+$249K	0.06%	95

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealth Advisors of Tampa Bay's LMT Position: Q1 2026 in Review

Wealth Advisors of Tampa Bay reduced its Lockheed Martin (LMT) stake by 0.77% in Q1 2026, selling an estimated $37K and leaving 7,769 shares worth $4.7M. The position accounts for 1.55% of the portfolio, ranked #24.

Wealth Advisors of Tampa Bay first reported a position in LMT in Q4 2021 and has held it in 11 quarters since. 2,913 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Wealth Advisors of Tampa Bay held 7,769 shares of Lockheed Martin worth $4.7M as of Q1 2026.
Wealth Advisors of Tampa Bay sold 60 Lockheed Martin shares in Q1 2026, an estimated $37K.
Lockheed Martin made up 1.55% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #24 holding.
Wealth Advisors of Tampa Bay first reported a position in Lockheed Martin in Q4 2021 and has held it in 11 quarters since.
2,913 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.