WFG
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Wills Financial Group’s Lockheed Martin LMT Stock Holding History

Wills Financial Group’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 		$10.7M Sell
20,625
-599
-3% -$369K 4.04% 7
2025
Q4 		$10.3M Buy
21,224
+44
+0.2% +$21.1K 3.92% 6
2025
Q3 		$10.6M Sell
21,180
-232
-1% -$105K 4.34% 4
2025
Q2 		$9.92M Buy
21,412
+209
+1% +$97.8K 4.3% 4
2025
Q1 		$9.47M Buy
21,203
+31
+0.1% +$14.3K 4.2% 4
2024
Q4 		$10.3M Sell
21,172
-1,838
-8% -$1M 4.44% 4
2024
Q3 		$13.5M Sell
23,010
-3
-0% -$1.61K 5.64% 4
2024
Q2 		$10.7M Buy
23,013
+178
+0.8% +$82.3K 4.95% 4
2024
Q1 		$10.4M Buy
22,835
+949
+4% +$416K 4.89% 4
2023
Q4 		$9.92M Buy
21,886
+336
+2% +$149K 5.01% 4
2023
Q3 		$8.81M Buy
21,550
+707
+3% +$314K 4.77% 5
2023
Q2 		$9.6M Buy
20,843
+374
+2% +$174K 4.87% 4
2023
Q1 		$9.68M Sell
20,469
-27
-0.1% -$12.7K 5.21% 4
2022
Q4 		$9.97M Sell
20,496
-310
-1% -$144K 5.55% 4
2022
Q3 		$8.04M Buy
20,806
+96
+0.5% +$40.1K 4.46% 5
2022
Q2 		$8.9M Buy
20,710
+33
+0.2% +$14.5K 4.38% 4
2022
Q1 		$9.13M Sell
20,677
-89
-0.4% -$36.1K 3.83% 5
2021
Q4 		$7.38M Buy
20,766
+435
+2% +$150K 2.92% 12
2021
Q3 		$7.02M Buy
20,331
+361
+2% +$131K 3.15% 11
2021
Q2 		$7.55M Buy
19,970
+45
+0.2% +$17.3K 3.27% 7
2021
Q1 		$7.36M Buy
19,925
+362
+2% +$124K 3.58% 8
2020
Q4 		$6.94M Buy
19,563
+788
+4% +$290K 3.46% 11
2020
Q3 		$7.2M Buy
18,775
+83
+0.4% +$31.7K 4.18% 8
2020
Q2 		$6.82M Sell
18,692
-62
-0.3% -$23.4K 4.24% 6
2020
Q1 		$6.36M Buy
18,754
+2,210
+13% +$869K 4.53% 6
2019
Q4 		$6.44M Buy
16,544
+381
+2% +$146K 3.7% 8
2019
Q3 		$6.3M Buy
16,163
+9
+0.1% +$3.38K 4.04% 7
2019
Q2 		$5.87M Buy
16,154
+205
+1% +$68.6K 3.83% 9
2019
Q1 		$4.79M Buy
15,949
+47
+0.3% +$13.8K 3.25% 11
2018
Q4 		$4.16M Buy
15,902
+618
+4% +$188K 3.2% 11
2018
Q3 		$5.29M Buy
15,284
+77
+0.5% +$24.8K 3.49% 8
2018
Q2 		$4.49M Buy
15,207
+646
+4% +$208K 3.25% 9
2018
Q1 		$4.92M Sell
14,561
-446
-3% -$152K 3.64% 7
2017
Q4 		$4.82M Sell
15,007
-53
-0.4% -$16.7K 3.36% 9
2017
Q3 		$4.67M Sell
15,060
-25
-0.2% -$7.46K 3.43% 8
2017
Q2 		$4.19M Sell
15,085
-114
-0.8% -$31.3K 3.11% 9
2017
Q1 		$4.07M Buy
15,199
+57
+0.4% +$14.9K 3.11% 10
2016
Q4 		$3.79M Buy
15,142
+1,158
+8% +$289K 3.08% 10
2016
Q3 		$3.35M Buy
13,984
+5,979
+75% +$1.5M 2.93% 11
2016
Q2 		$1.99M Sell
8,005
-23
-0.3% -$5.42K 1.65% 24
2016
Q1 		$1.78M Sell
8,028
-118
-1% -$25.4K 1.53% 26
2015
Q4 		$1.77M Sell
8,146
-36
-0.4% -$7.81K 1.56% 24
2015
Q3 		$1.7M Buy
8,182
+326
+4% +$66.3K 1.57% 22
2015
Q2 		$1.46M Buy
+7,856
New +$1.51M 1.24% 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

Wills Financial Group's LMT Position: Q1 2026 in Review

Wills Financial Group reduced its Lockheed Martin (LMT) stake by 2.8% in Q1 2026, selling an estimated $369K and leaving 20,625 shares worth $10.7M. The position accounts for 4.04% of the portfolio, ranked #7.

Wills Financial Group first reported a position in LMT in Q2 2015 and has held it in 44 quarters since. The position peaked at $13.5M in Q3 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Wills Financial Group held 20,625 shares of Lockheed Martin worth $10.7M as of Q1 2026.
  • Wills Financial Group sold 599 Lockheed Martin shares in Q1 2026, an estimated $369K.
  • Lockheed Martin made up 4.04% of Wills Financial Group's portfolio in Q1 2026, its #7 holding.
  • Wills Financial Group first reported a position in Lockheed Martin in Q2 2015 and has held it in 44 quarters since.
  • Wills Financial Group's Lockheed Martin position peaked at $13.5M in Q3 2024.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Wills Financial Group's 13F filing for Q1 2026, filed 14 May 2026.