W ADVISORS, LLC LMT — LOCKHEED MARTIN CORP

Ownership history in W ADVISORS, LLC  ·  15 quarters on record

AI Ownership Summary

W ADVISORS, LLC reported LOCKHEED MARTIN CORP (LMT) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.25% in 2024 Q3. The latest visible filing shows LMT at 1.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was W ADVISORS, LLC's position in LOCKHEED MARTIN CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LMT was reported at 1.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.25% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LMT stock page W ADVISORS, LLC fund profile W ADVISORS, LLC full holdings
How W ADVISORS, LLC held LMT — position size vs. price
% of Fund (quarterly)    LMT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 3,489 +1 +0.0% 1.08% $2.1M 2026-04-29 $509.81
2025 Q4 REDUCED — — — 3,488 -2 -0.1% 0.85% $1.7M 2026-02-13 $649.16
2025 Q3 UNCHANGED — — — 3,490 — 0% 0.92% $1.7M 2025-11-14 $459.84
2025 Q2 REDUCED — — — 3,490 -5 -0.1% 0.93% $1.6M 2025-08-07 $422.18
2025 Q1 ADDED — — — 3,495 +16 +0.5% 0.98% $1.6M 2025-05-13 $447.60
2024 Q4 REDUCED — — — 3,479 -4 -0.1% 1.05% $1.7M 2025-01-22 $482.50
2024 Q3 ADDED — — — 3,483 +13 +0.4% 1.25% $2.0M 2024-10-28 $533.10
2024 Q2 ADDED — — — 3,470 +5 +0.1% 1.06% $1.6M 2024-08-06 $517.15
2024 Q1 ADDED — — — 3,465 +4 +0.1% 1.08% $1.6M 2024-04-25 $440.86
2023 Q4 ADDED — — — 3,461 +12 +0.3% 1.16% $1.6M 2024-02-06 $402.03
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LMT

As of 2026 Q1 — sorted by position size

Spectrum Financial Alliance Ltd LLC 3Y 7Y 12.12% Werlinich Asset Management, LLC 4.47% Founders Capital Management 3Y 7Y 4.42% ASSET PLANNING SERVICES INC /LA/ /ADV 3Y 7Y 3.95% Corundum Group, Inc. 3Y 7Y 3.85% JEPPSON WEALTH MANAGEMENT, LLC 3Y 3.72% Paradiem, LLC 3Y 3.7% VILLERE ST DENIS J & CO LLC 3Y 7Y 3.62% Horrell Capital Management, Inc. 3Y 7Y 3.44% CONSOLIDATED CAPITAL MANAGEMENT, LLC 3Y 7Y 3.34%

FAQ About W ADVISORS, LLC and LMT

These are the practical questions this page is built to answer before you even open the full history table.

How long has W ADVISORS, LLC reported owning LMT?

W ADVISORS, LLC reported LMT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LMT position in W ADVISORS, LLC's portfolio?

The largest reported portfolio weight for LMT was 1.25% in 2024 Q3.

What is the latest reported LMT position on this page?

The most recent filing on this page is 2026 Q1, when W ADVISORS, LLC reported 3,489 shares, equal to 1.08% of portfolio, with an estimated market value of $2.1M.

What does the chart on this LMT ownership page compare?

The chart compares W ADVISORS, LLC's quarterly LMT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did W ADVISORS, LLC time their LMT position?

Based on 13F filing dates vs. subsequent LMT price moves, W ADVISORS, LLC correctly timed 9 out of 13 reported position changes (69%). The annualised alpha on LMT relative to SPY over the holding period was -9.0%.

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