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WP Advisors’s Lockheed Martin LMT Stock Holding History

WP 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 		$1.03M Sell
1,699
-22
-1% -$13.6K 0.27% 54
2025
Q4 		$833K Buy
1,721
+1
+0.1% +$479 0.21% 61
2025
Q3 		$858K Buy
1,720
+32
+2% +$14.5K 0.22% 62
2025
Q2 		$782K Buy
1,688
+64
+4% +$30K 0.21% 62
2025
Q1 		$725K Sell
1,624
-174
-10% -$80.1K 0.24% 62
2024
Q4 		$874K Buy
1,798
+33
+2% +$18K 0.29% 55
2024
Q3 		$1.03M Sell
1,765
-241
-12% -$129K 0.38% 51
2024
Q2 		$937K Buy
2,006
+25
+1% +$11.6K 0.3% 58
2024
Q1 		$901K Buy
1,981
+2
+0.1% +$877 0.3% 56
2023
Q4 		$897K Hold
1,979
– – 0.33% 51
2023
Q3 		$809K Buy
1,979
+14
+0.7% +$6.21K 0.33% 54
2023
Q2 		$905K Sell
1,965
-142
-7% -$65.9K 0.36% 49
2023
Q1 		$996K Sell
2,107
-76
-3% -$35.6K 0.41% 50
2022
Q4 		$1.06M Sell
2,183
-10
-0.5% -$4.65K 0.47% 45
2022
Q3 		$847K Buy
2,193
+15
+0.7% +$6.26K 0.38% 50
2022
Q2 		$937K Sell
2,178
-36
-2% -$15.8K 0.41% 49
2022
Q1 		$977K Buy
2,214
+534
+32% +$216K 0.4% 50
2021
Q4 		$597K Buy
1,680
+13
+0.8% +$4.5K 0.25% 68
2021
Q3 		$575K Sell
1,667
-89
-5% -$32.2K 0.24% 70
2021
Q2 		$664K Buy
1,756
+37
+2% +$14.2K 0.28% 58
2021
Q1 		$635K Buy
+1,719
New +$590K 0.27% 54

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

WP Advisors's LMT Position: Q1 2026 in Review

WP Advisors reduced its Lockheed Martin (LMT) stake by 1.3% in Q1 2026, selling an estimated $13.6K and leaving 1,699 shares worth $1.03M. The position accounts for 0.27% of the portfolio, ranked #54.

WP Advisors first reported a position in LMT in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.06M in Q4 2022. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • WP Advisors held 1,699 shares of Lockheed Martin worth $1.03M as of Q1 2026.
  • WP Advisors sold 22 Lockheed Martin shares in Q1 2026, an estimated $13.6K.
  • Lockheed Martin made up 0.27% of WP Advisors's portfolio in Q1 2026, its #54 holding.
  • WP Advisors first reported a position in Lockheed Martin in Q1 2021 and has held it in 21 quarters since.
  • WP Advisors's Lockheed Martin position peaked at $1.06M in Q4 2022.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on WP Advisors's 13F filing for Q1 2026, filed 4 May 2026.