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Wealth Preservation Advisors’s Lockheed Martin LMT Stock Holding History

Wealth Preservation Advisors’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 		$39.3K Buy
65
+51
+364% +$31.4K 0.03% 203
2025
Q4 		$6.77K Buy
14
+6
+75% +$2.87K ﹤0.01% 340
2025
Q3 		$3.99K Buy
8
+2
+33% +$907 ﹤0.01% 399
2025
Q2 		$2.78K Hold
6
– – ﹤0.01% 442
2025
Q1 		$2.68K Buy
+6
New +$2.76K ﹤0.01% 448

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealth Preservation Advisors's LMT Position: Q1 2026 in Review

Wealth Preservation Advisors increased its Lockheed Martin (LMT) stake by 364% in Q1 2026, buying an estimated $31.4K and bringing the position to 65 shares worth $39.3K. The position accounts for 0.03% of the portfolio, ranked #203.

Wealth Preservation Advisors first reported a position in LMT in Q1 2025 and has held it in 5 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Wealth Preservation Advisors held 65 shares of Lockheed Martin worth $39.3K as of Q1 2026.
  • Wealth Preservation Advisors bought 51 Lockheed Martin shares in Q1 2026, an estimated $31.4K.
  • Lockheed Martin made up 0.03% of Wealth Preservation Advisors's portfolio in Q1 2026, its #203 holding.
  • Wealth Preservation Advisors first reported a position in Lockheed Martin in Q1 2025 and has held it in 5 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.