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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
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 $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

White Knight Strategic Wealth Advisors's LMT Position: Q1 2026 in Review

White Knight Strategic Wealth Advisors reduced its Lockheed Martin (LMT) stake by 21% in Q1 2026, selling an estimated $98.6K and leaving 590 shares worth $357K. The position accounts for 0.3% of the portfolio, ranked #58.

White Knight Strategic Wealth Advisors first reported a position in LMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.19M in Q1 2022. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • White Knight Strategic Wealth Advisors held 590 shares of Lockheed Martin worth $357K as of Q1 2026.
  • White Knight Strategic Wealth Advisors sold 160 Lockheed Martin shares in Q1 2026, an estimated $98.6K.
  • Lockheed Martin made up 0.3% of White Knight Strategic Wealth Advisors's portfolio in Q1 2026, its #58 holding.
  • White Knight Strategic Wealth Advisors first reported a position in Lockheed Martin in Q4 2021 and has held it in 18 quarters since.
  • White Knight Strategic Wealth Advisors's Lockheed Martin position peaked at $1.19M in Q1 2022.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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