WKSWA
LMT icon

White Knight Strategic Wealth Advisors’s Lockheed Martin LMT Stock Holding History

White Knight Strategic Wealth 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 		$331K Buy
650
+60
+10% +$32.4K 0.23% 71
2026
Q1 		$357K Sell
590
-160
-21% -$98.6K 0.3% 58
2025
Q4 		$363K Sell
750
-80
-10% -$38.3K 0.27% 65
2025
Q3 		$414K Sell
830
-185
-18% -$83.9K 0.33% 54
2025
Q2 		$470K Buy
1,015
+22
+2% +$10.3K 0.4% 50
2025
Q1 		$444K Sell
993
-713
-42% -$328K 0.41% 49
2024
Q4 		$829K Buy
1,706
+853
+100% +$465K 0.35% 55
2024
Q3 		$499K Sell
853
-796
-48% -$427K 0.45% 48
2024
Q2 		$770K Buy
1,649
+81
+5% +$37.4K 0.77% 31
2024
Q1 		$713K Sell
1,568
-4
-0.3% -$1.75K 0.74% 34
2023
Q4 		$712K Buy
1,572
+10
+0.6% +$4.43K 0.82% 30
2023
Q3 		$639K Sell
1,562
-50
-3% -$22.2K 0.84% 30
2023
Q2 		$742K Sell
1,612
-77
-5% -$35.7K 0.87% 27
2023
Q1 		$798K Sell
1,689
-296
-15% -$139K 1% 25
2022
Q4 		$966K Sell
1,985
-619
-24% -$288K 1.33% 23
2022
Q3 		$1.01M Sell
2,604
-15
-0.6% -$6.26K 1.44% 20
2022
Q2 		$1.13M Sell
2,619
-66
-2% -$29K 1.56% 19
2022
Q1 		$1.19M Sell
2,685
-130
-5% -$52.7K 1.28% 22
2021
Q4 		$1M Buy
+2,815
New +$974K 1.05% 28

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

White Knight Strategic Wealth Advisors's LMT Position: Q2 2026 in Review

White Knight Strategic Wealth Advisors increased its Lockheed Martin (LMT) stake by 10% in Q2 2026, buying an estimated $32.4K and bringing the position to 650 shares worth $331K. The position accounts for 0.23% of the portfolio, ranked #71.

White Knight Strategic Wealth Advisors first reported a position in LMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.19M in Q1 2022. 2,783 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • White Knight Strategic Wealth Advisors held 650 shares of Lockheed Martin worth $331K as of Q2 2026.
  • White Knight Strategic Wealth Advisors bought 60 Lockheed Martin shares in Q2 2026, an estimated $32.4K.
  • Lockheed Martin made up 0.23% of White Knight Strategic Wealth Advisors's portfolio in Q2 2026, its #71 holding.
  • White Knight Strategic Wealth Advisors first reported a position in Lockheed Martin in Q4 2021 and has held it in 19 quarters since.
  • White Knight Strategic Wealth Advisors's Lockheed Martin position peaked at $1.19M in Q1 2022.
  • 2,783 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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