4Wealth Advisors’s Lockheed Martin LMT Stock Holding History

4Wealth 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 Q3	$309K	Buy	+603	New	+$331K	0.21%	97

Other funds holding LMT

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

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

4Wealth Advisors's LMT Position: Q3 2026 in Review

4Wealth Advisors opened a new position in Lockheed Martin (LMT) in Q3 2026: 603 shares worth $309K. The stake represents 0.21% of the portfolio and ranks #97 among its holdings.

1,682 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

4Wealth Advisors held 603 shares of Lockheed Martin worth $309K as of Q3 2026.
Lockheed Martin was a new 4Wealth Advisors position in Q3 2026.
Lockheed Martin made up 0.21% of 4Wealth Advisors's portfolio in Q3 2026, its #97 holding.
1,682 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.