WPA
LMT icon

Winning Points Advisors’s Lockheed Martin LMT Stock Holding History

Winning Points 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 		$228K Sell
347
-100
-22% -$61.6K 0.31% 39
2025
Q4 		$216K Buy
+447
New +$214K 0.23% 41
2024
Q1 		$215K Hold
475
– – 0.33% 34
2023
Q4 		$215K Buy
+475
New +$210K 0.33% 34
2023
Q3 		– Sell
-475
Closed -$215K – 34
2023
Q2 		$215K Hold
475
– – 0.33% 34
2023
Q1 		$225K Hold
475
– – 0.25% 36
2022
Q4 		$231K Sell
475
-50
-10% -$23.2K 0.29% 39
2022
Q3 		$210K Hold
525
– – 0.26% 43
2022
Q2 		$225K Hold
525
– – 0.25% 47
2022
Q1 		$232K Sell
525
-4,240
-89% -$1.72M 0.18% 52
2021
Q4 		$1.73M Buy
+4,765
New +$1.65M 1.26% 23
2020
Q3 		– Sell
-590
Closed -$215K – 65
2020
Q2 		$215K Buy
+590
New +$223K 0.21% 51
2020
Q1 		– Sell
-4,765
Closed -$1.85M – 71
2019
Q4 		$1.85M Hold
4,765
– – 1.18% 24
2019
Q3 		$1.85M Hold
4,765
– – 1.33% 22
2019
Q2 		$1.73M Hold
4,765
– – 1.26% 23
2019
Q1 		$1.43M Sell
4,765
-50
-1% -$14.7K 1.11% 27
2018
Q4 		$1.27M Buy
4,815
+56
+1% +$17K 1.09% 30
2018
Q3 		$1.65M Hold
4,759
– – 1.21% 23
2018
Q2 		$1.41M Hold
4,759
– – 1.12% 26
2018
Q1 		$1.61M Buy
4,759
+51
+1% +$17.4K 1.31% 23
2017
Q4 		$1.51M Sell
4,708
-20
-0.4% -$6.3K 1.23% 25
2017
Q3 		$1.47M Buy
4,728
+400
+9% +$119K 1.26% 24
2017
Q2 		$1.21M Sell
4,328
-300
-6% -$82.4K 1.18% 24
2017
Q1 		$1.25M Sell
4,628
-456
-9% -$119K 1.22% 24
2016
Q4 		$1.27M Buy
+5,084
New +$1.27M 1.39% 26

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

Winning Points Advisors's LMT Position: Q1 2026 in Review

Winning Points Advisors reduced its Lockheed Martin (LMT) stake by 22% in Q1 2026, selling an estimated $61.6K and leaving 347 shares worth $228K. The position accounts for 0.31% of the portfolio, ranked #39.

Winning Points Advisors first reported a position in LMT in Q4 2016 and has held it in 25 quarters since. The position peaked at $1.85M in Q4 2019. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Winning Points Advisors held 347 shares of Lockheed Martin worth $228K as of Q1 2026.
  • Winning Points Advisors sold 100 Lockheed Martin shares in Q1 2026, an estimated $61.6K.
  • Lockheed Martin made up 0.31% of Winning Points Advisors's portfolio in Q1 2026, its #39 holding.
  • Winning Points Advisors first reported a position in Lockheed Martin in Q4 2016 and has held it in 25 quarters since.
  • Winning Points Advisors's Lockheed Martin position peaked at $1.85M in Q4 2019.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Winning Points Advisors's 13F filing for Q1 2026, filed 30 Jun 2026.