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WAAG
Wealth Alliance Advisory Group’s
Lockheed Martin
LMT
Stock Holding History
Wealth Alliance Advisory Group’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
$876K
Buy
1,449
+1
+0.1%
+$616
0.14%
92
2025
Q4
$700K
Buy
1,448
+85
+6%
+$40.7K
0.12%
100
2025
Q3
$680K
Sell
1,363
-261
-16%
-$118K
0.12%
92
2025
Q2
$752K
Buy
1,624
+203
+14%
+$95K
0.14%
85
2025
Q1
$635K
Sell
1,421
-239
-14%
-$110K
0.13%
96
2024
Q4
$807K
Sell
1,660
-96
-5%
-$52.3K
0.17%
83
2024
Q3
$1.03M
Buy
1,756
+1,002
+133%
+$538K
0.22%
73
2024
Q2
$352K
Hold
754
–
–
0.08%
136
2024
Q1
$343K
Buy
754
+42
+6%
+$18.4K
0.08%
133
2023
Q4
$323K
Buy
712
+2
+0.3%
+$886
0.08%
134
2023
Q3
$290K
Buy
710
+2
+0.3%
+$887
0.09%
134
2023
Q2
$326K
Hold
708
–
–
0.12%
122
2023
Q1
$335K
Hold
708
–
–
0.13%
113
2022
Q4
$344K
Sell
708
-14
-2%
-$6.5K
0.13%
102
2022
Q3
$279K
Buy
722
+14
+2%
+$5.85K
0.12%
107
2022
Q2
$304K
Sell
708
-65
-8%
-$28.5K
0.14%
103
2022
Q1
$341K
Buy
773
+204
+36%
+$82.7K
0.15%
102
2021
Q4
$202K
Buy
+569
New
+$197K
0.09%
156
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1-Year Est. Return
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1-Year Est. Return
Bank of America
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1-Year Est. Return
Fidelity Investments
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1-Year Est. Return
Invesco
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$1.02T AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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