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Wealthspire Advisors (New York)’s Lockheed Martin LMT Stock Holding History

Wealthspire Advisors (New York)’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 		$4.58M Buy
7,578
+1,620
+27% +$998K 0.04% 174
2025
Q4 		$2.88M Buy
5,958
+1,853
+45% +$887K 0.02% 236
2025
Q3 		$2.05M Sell
4,105
-3,703
-47% -$1.68M 0.01% 276
2025
Q2 		$3.62M Buy
7,808
+246
+3% +$115K 0.02% 192
2025
Q1 		$3.38M Buy
7,562
+4,601
+155% +$2.12M 0.02% 192
2024
Q4 		$1.44M Sell
2,961
-96
-3% -$52.3K 0.01% 299
2024
Q3 		$1.79M Buy
3,057
+481
+19% +$258K 0.02% 276
2024
Q2 		$1.2M Sell
2,576
-394
-13% -$182K 0.02% 285
2024
Q1 		$1.35M Buy
2,970
+124
+4% +$54.3K 0.02% 264
2023
Q4 		$1.29M Buy
2,846
+411
+17% +$182K 0.02% 269
2023
Q3 		$996K Buy
2,435
+506
+26% +$224K 0.02% 278
2023
Q2 		$888K Buy
1,929
+10
+0.5% +$4.64K 0.01% 267
2023
Q1 		$907K Sell
1,919
-638
-25% -$299K 0.02% 261
2022
Q4 		$1.24M Buy
2,557
+709
+38% +$329K 0.02% 218
2022
Q3 		$714K Buy
1,848
+90
+5% +$37.6K 0.01% 282
2022
Q2 		$756K Buy
1,758
+265
+18% +$116K 0.02% 251
2022
Q1 		$659K Sell
1,493
-718
-32% -$291K 0.01% 232
2021
Q4 		$786K Sell
2,211
-213
-9% -$73.7K 0.02% 258
2021
Q3 		$836K Buy
2,424
+1,670
+221% +$604K 0.02% 276
2021
Q2 		$285K Sell
754
-3,688
-83% -$1.42M 0.01% 301
2021
Q1 		$1.64M Buy
4,442
+2,142
+93% +$735K 0.04% 196
2020
Q4 		$816K Buy
2,300
+402
+21% +$148K 0.02% 232
2020
Q3 		$728K Buy
1,898
+57
+3% +$21.8K 0.04% 149
2020
Q2 		$672K Sell
1,841
-1,772
-49% -$669K 0.05% 133
2020
Q1 		$1.23M Buy
3,613
+2,749
+318% +$1.08M 0.05% 170
2019
Q4 		$336K Buy
864
+244
+39% +$93.6K 0.02% 137
2019
Q3 		$242K Buy
+620
New +$233K 0.02% 138
2019
Q1 		– Sell
-154
Closed -$40K – 472
2018
Q4 		$40K Buy
+154
New +$46.7K ﹤0.01% 216

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

Wealthspire Advisors (New York)'s LMT Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Lockheed Martin (LMT) stake by 27% in Q1 2026, buying an estimated $998K and bringing the position to 7,578 shares worth $4.58M. The position accounts for 0.04% of the portfolio, ranked #174.

Wealthspire Advisors (New York) first reported a position in LMT in Q4 2018 and has held it in 28 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Wealthspire Advisors (New York) held 7,578 shares of Lockheed Martin worth $4.58M as of Q1 2026.
  • Wealthspire Advisors (New York) bought 1,620 Lockheed Martin shares in Q1 2026, an estimated $998K.
  • Lockheed Martin made up 0.04% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #174 holding.
  • Wealthspire Advisors (New York) first reported a position in Lockheed Martin in Q4 2018 and has held it in 28 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.