Accurate Wealth Management
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Accurate Wealth Management’s Lockheed Martin LMT Stock Holding History

Accurate 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 		$1.42M Buy
2,823
+378
+15% +$208K 0.12% 173
2026
Q2 		$1.28M Buy
2,445
+231
+10% +$125K 0.12% 180
2026
Q1 		$1.36M Buy
2,214
+77
+4% +$47.4K 0.16% 140
2025
Q4 		$1.16M Buy
2,137
+57
+3% +$27.3K 0.15% 158
2025
Q3 		$1.05M Buy
2,080
+91
+5% +$41.3K 0.14% 156
2025
Q2 		$924K Buy
1,989
+209
+12% +$97.8K 0.14% 159
2025
Q1 		$845K Buy
1,780
+40
+2% +$18.4K 0.16% 132
2024
Q4 		$815K Sell
1,740
-210
-11% -$114K 0.16% 143
2024
Q3 		$1.18M Buy
1,950
+310
+19% +$166K 0.24% 100
2024
Q2 		$761K Sell
1,640
-150
-8% -$69.3K 0.18% 121
2024
Q1 		$830K Sell
1,790
-27
-1% -$11.8K 0.24% 94
2023
Q4 		$824K Sell
1,817
-162
-8% -$71.8K 0.26% 91
2023
Q3 		$873K Buy
1,979
+92
+5% +$40.8K 0.27% 83
2023
Q2 		$876K Buy
1,887
+87
+5% +$40.4K 0.27% 82
2023
Q1 		$894K Buy
1,800
+77
+4% +$36.1K 0.31% 76
2022
Q4 		$797K Buy
1,723
+123
+8% +$57.2K 0.29% 72
2022
Q3 		$636K Sell
1,600
-59
-4% -$24.6K 0.27% 68
2022
Q2 		$707K Buy
1,659
+9
+0.5% +$3.95K 0.38% 59
2022
Q1 		$728K Sell
1,650
-100
-6% -$40.5K 0.33% 69
2021
Q4 		$624K Sell
1,750
-10
-0.6% -$3.46K 0.51% 54
2021
Q3 		$619K Sell
1,760
-71
-4% -$25.7K 0.54% 48
2021
Q2 		$693K Buy
+1,831
New +$704K 0.61% 38

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Accurate Wealth Management increased its Lockheed Martin (LMT) stake by 15% in Q3 2026, buying an estimated $208K and bringing the position to 2,823 shares worth $1.42M. The position accounts for 0.12% of the portfolio, ranked #173.

Accurate Wealth Management first reported a position in LMT in Q2 2021 and has held it in 22 quarters since. 2,182 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Accurate Wealth Management held 2,823 shares of Lockheed Martin worth $1.42M as of Q3 2026.
  • Accurate Wealth Management bought 378 Lockheed Martin shares in Q3 2026, an estimated $208K.
  • Lockheed Martin made up 0.12% of Accurate Wealth Management's portfolio in Q3 2026, its #173 holding.
  • Accurate Wealth Management first reported a position in Lockheed Martin in Q2 2021 and has held it in 22 quarters since.
  • 2,182 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.