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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
Q2 		– Sell
-65
Closed -$39.3K – 553
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 $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 Preservation Advisors's LMT Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 65 shares — an estimated $39.3K sold.

Wealth Preservation Advisors first reported a position in LMT in Q1 2025 and held it in 5 quarters. The position peaked at $39.3K in Q1 2026. 2,785 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 65 Lockheed Martin shares in Q2 2026, an estimated $39.3K.
  • Wealth Preservation Advisors first reported a position in Lockheed Martin in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Lockheed Martin position peaked at $39.3K in Q1 2026.
  • 2,785 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.