Wealth Advisory Solutions’s Lockheed Martin LMT Stock Holding History

Wealth Advisory Solutions’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	$220K	Sell	364 -190	-34%	-$117K	0.05%	131
2025 Q4	$268K	Buy	554 +20	+4%	+$9.57K	0.06%	116
2025 Q3	$267K	Buy	534 +63	+13%	+$28.6K	0.06%	117
2025 Q2	$218K	Buy	471 +15	+3%	+$7.02K	0.06%	135
2025 Q1	$204K	Buy	+456	New	+$210K	0.05%	135
2022 Q3	–	Sell	-691	Closed	-$297K	–	145
2022 Q2	$297K	Buy	691 +97	+16%	+$42.6K	0.07%	116
2022 Q1	$262K	Buy	+594	New	+$241K	0.05%	134
2021 Q3	$5.62M	Buy	16,279 +861	+6%	+$312K	1.25%	21
2021 Q2	$5.83M	Buy	15,418 +29	+0.2%	+$11.2K	1.38%	15
2021 Q1	$6K	Buy	15,389 +8,952	+139%	+$3.07M	﹤0.01%	74
2020 Q4	$2.29M	Buy	+6,437	New	+$2.37M	0.62%	47

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 Advisory Solutions's LMT Position: Q1 2026 in Review

Wealth Advisory Solutions reduced its Lockheed Martin (LMT) stake by 34% in Q1 2026, selling an estimated $117K and leaving 364 shares worth $220K. The position accounts for 0.05% of the portfolio, ranked #131.

Wealth Advisory Solutions first reported a position in LMT in Q4 2020 and has held it in 11 quarters since. The position peaked at $5.83M in Q2 2021. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Wealth Advisory Solutions held 364 shares of Lockheed Martin worth $220K as of Q1 2026.
Wealth Advisory Solutions sold 190 Lockheed Martin shares in Q1 2026, an estimated $117K.
Lockheed Martin made up 0.05% of Wealth Advisory Solutions's portfolio in Q1 2026, its #131 holding.
Wealth Advisory Solutions first reported a position in Lockheed Martin in Q4 2020 and has held it in 11 quarters since.
Wealth Advisory Solutions's Lockheed Martin position peaked at $5.83M in Q2 2021.
2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.