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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
Q2 		– Sell
-364
Closed -$220K – 155
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 		$6M Buy
15,389
+8,952
+139% +$3.07M 1.25% 18
2020
Q4 		$2.29M Buy
+6,437
New +$2.37M 0.62% 47

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

Wealth Advisory Solutions's LMT Position: Q2 2026 in Review

Wealth Advisory Solutions sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 364 shares — an estimated $220K sold.

Wealth Advisory Solutions first reported a position in LMT in Q4 2020 and held it in 11 quarters. The position peaked at $6M in Q1 2021. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Wealth Advisory Solutions reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Wealth Advisory Solutions sold 364 Lockheed Martin shares in Q2 2026, an estimated $220K.
  • Wealth Advisory Solutions first reported a position in Lockheed Martin in Q4 2020 and held it in 11 quarters.
  • Wealth Advisory Solutions's Lockheed Martin position peaked at $6M in Q1 2021.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.