World Investment Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.59M | Sell |
14,207
-532
| -4% | -$328K | 0.14% | 167 |
|
|
2025
Q4 | $7.13M | Buy |
14,739
+5,214
| +55% | +$2.5M | 0.12% | 202 |
|
|
2025
Q3 | $4.75M | Buy |
9,525
+129
| +1% | +$58.5K | 0.1% | 238 |
|
|
2025
Q2 | $4.35M | Buy |
9,396
+786
| +9% | +$368K | 0.1% | 234 |
|
|
2025
Q1 | $3.85M | Buy |
8,610
+29
| +0.3% | +$13.3K | 0.1% | 241 |
|
|
2024
Q4 | $4.17M | Buy |
8,581
+2,113
| +33% | +$1.15M | 0.11% | 201 |
|
|
2024
Q3 | $3.78M | Buy |
6,468
+2,297
| +55% | +$1.23M | 0.12% | 196 |
|
|
2024
Q2 | $1.95M | Buy |
+4,171
| New | +$1.93M | 0.12% | 169 |
|
|
2024
Q1 | – | Sell |
-1,000
| Closed | -$453K | – | 439 |
|
|
2023
Q4 | $453K | Buy |
1,000
+502
| +101% | +$222K | 0.06% | 238 |
|
|
2023
Q3 | $204K | Sell |
498
-50
| -9% | -$22.2K | 0.04% | 249 |
|
|
2023
Q2 | $252K | Sell |
548
-32
| -6% | -$14.9K | 0.05% | 219 |
|
|
2023
Q1 | $274K | Sell |
580
-149
| -20% | -$69.9K | 0.06% | 191 |
|
|
2022
Q4 | $355K | Sell |
729
-297
| -29% | -$138K | 0.08% | 159 |
|
|
2022
Q3 | $396K | Sell |
1,026
-233
| -19% | -$97.3K | 0.09% | 155 |
|
|
2022
Q2 | $540K | Buy |
1,259
+21
| +2% | +$9.22K | 0.11% | 137 |
|
|
2022
Q1 | $546K | Buy |
1,238
+344
| +38% | +$139K | 0.11% | 135 |
|
|
2021
Q4 | $344K | Sell |
894
-97
| -10% | -$33.5K | 0.07% | 183 |
|
|
2021
Q3 | $342K | Sell |
991
-78
| -7% | -$28.2K | 0.08% | 172 |
|
|
2021
Q2 | $405K | Buy |
1,069
+24
| +2% | +$9.23K | 0.09% | 149 |
|
|
2021
Q1 | $405K | Sell |
1,045
-10
| -0.9% | -$3.43K | 0.1% | 140 |
|
|
2020
Q4 | $356K | Buy |
1,055
+175
| +20% | +$64.3K | 0.09% | 148 |
|
|
2020
Q3 | $337K | Sell |
880
-25
| -3% | -$9.54K | 0.12% | 112 |
|
|
2020
Q2 | $355K | Buy |
905
+191
| +27% | +$72.1K | 0.12% | 107 |
|
|
2020
Q1 | $242K | Buy |
714
+28
| +4% | +$11K | 0.11% | 107 |
|
|
2019
Q4 | $267K | Sell |
686
-56
| -8% | -$21.5K | 0.1% | 119 |
|
|
2019
Q3 | $289K | Sell |
742
-134
| -15% | -$50.4K | 0.12% | 104 |
|
|
2019
Q2 | $317K | Sell |
876
-9
| -1% | -$3.01K | 0.14% | 88 |
|
|
2019
Q1 | $266K | Buy |
885
+7
| +0.8% | +$2.05K | 0.12% | 96 |
|
|
2018
Q4 | $262K | Buy |
+878
| New | +$266K | 0.12% | 118 |
|
Other funds holding LMT
VCM
VPM
World Investment Advisors's LMT Position: Q1 2026 in Review
World Investment Advisors reduced its Lockheed Martin (LMT) stake by 3.6% in Q1 2026, selling an estimated $328K and leaving 14,207 shares worth $8.59M. The position accounts for 0.14% of the portfolio, ranked #167.
World Investment Advisors first reported a position in LMT in Q4 2018 and has held it in 29 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- World Investment Advisors held 14,207 shares of Lockheed Martin worth $8.59M as of Q1 2026.
- World Investment Advisors sold 532 Lockheed Martin shares in Q1 2026, an estimated $328K.
- Lockheed Martin made up 0.14% of World Investment Advisors's portfolio in Q1 2026, its #167 holding.
- World Investment Advisors first reported a position in Lockheed Martin in Q4 2018 and has held it in 29 quarters since.
- 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.