Xcel Wealth Management’s Lockheed Martin LMT Stock Holding History

Xcel Wealth Management’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 Q3	$264K	Buy	+519	New	+$285K	0.07%	132
2024 Q3	–	Sell	-690	Closed	-$322K	–	127
2024 Q2	$322K	Buy	690 +65	+10%	+$30K	0.1%	96
2024 Q1	$284K	Buy	+625	New	+$274K	0.09%	105
2023 Q3	–	Sell	-905	Closed	-$417K	–	120
2023 Q2	$417K	Sell	905 -150	-14%	-$69.6K	0.13%	96
2023 Q1	$499K	Sell	1,055 -150	-12%	-$70.3K	0.18%	85
2022 Q4	$586K	Sell	1,205 -400	-25%	-$186K	0.23%	70
2022 Q3	$620K	Buy	1,605 +225	+16%	+$94K	0.23%	71
2022 Q2	$593K	Hold	1,380	–	–	0.22%	69
2022 Q1	$609K	Sell	1,380 -7,197	-84%	-$2.92M	0.17%	85
2021 Q4	$3.05M	Buy	8,577 +420	+5%	+$145K	0.78%	39
2021 Q3	$2.82M	Buy	8,157 +5,747	+238%	+$2.08M	0.82%	37
2021 Q2	$912K	Buy	2,410 +625	+35%	+$240K	0.28%	70
2021 Q1	$660K	Buy	1,785 +500	+39%	+$172K	0.24%	74
2020 Q4	$456K	Hold	1,285	–	–	0.2%	83
2020 Q3	$492K	Hold	1,285	–	–	0.25%	73
2020 Q2	$468K	Buy	+1,285	New	+$485K	0.29%	66

Other funds holding LMT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Xcel Wealth Management's LMT Position: Q3 2026 in Review

Xcel Wealth Management opened a new position in Lockheed Martin (LMT) in Q3 2026: 519 shares worth $264K. The stake represents 0.07% of the portfolio and ranks #132 among its holdings. This is a return to the name: Xcel Wealth Management previously reported a position in LMT as recently as Q2 2024.

Xcel Wealth Management first reported a position in LMT in Q2 2020 and has held it in 16 quarters since. The position peaked at $3.05M in Q4 2021. 2,182 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

Xcel Wealth Management held 519 shares of Lockheed Martin worth $264K as of Q3 2026.
Lockheed Martin was a new Xcel Wealth Management position in Q3 2026.
Lockheed Martin made up 0.07% of Xcel Wealth Management's portfolio in Q3 2026, its #132 holding.
Xcel Wealth Management first reported a position in Lockheed Martin in Q2 2020 and has held it in 16 quarters since.
Xcel Wealth Management's Lockheed Martin position peaked at $3.05M in Q4 2021.
2,182 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Xcel Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.