Altus Wealth Group
LMT icon

Altus Wealth Group’s Lockheed Martin LMT Stock Holding History

Altus Wealth Group’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 		$949K Sell
1,864
-18
-1% -$9.9K 0.36% 45
2026
Q2 		$959K Buy
1,882
+7
+0.4% +$3.78K 0.35% 53
2026
Q1 		$1.13M Buy
1,875
+61
+3% +$37.6K 0.46% 42
2025
Q4 		$877K Buy
1,814
+33
+2% +$15.8K 0.35% 55
2025
Q3 		$889K Sell
1,781
-33
-2% -$15K 0.37% 54
2025
Q2 		$840K Buy
1,814
+25
+1% +$11.7K 0.37% 54
2025
Q1 		$799K Buy
1,789
+143
+9% +$65.8K 0.37% 53
2024
Q4 		$800K Sell
1,646
-63
-4% -$34.3K 0.35% 62
2024
Q3 		$999K Buy
1,709
+175
+11% +$94K 0.43% 51
2024
Q2 		$717K Buy
1,534
+97
+7% +$44.8K 0.36% 63
2024
Q1 		$654K Buy
1,437
+108
+8% +$47.3K 0.33% 72
2023
Q4 		$602K Buy
1,329
+142
+12% +$62.9K 0.33% 73
2023
Q3 		$485K Sell
1,187
-442
-27% -$196K 0.31% 76
2023
Q2 		$750K Buy
1,629
+12
+0.7% +$5.57K 0.46% 52
2023
Q1 		$764K Buy
1,617
+5
+0.3% +$2.34K 0.51% 50
2022
Q4 		$784K Buy
1,612
+514
+47% +$239K 0.6% 43
2022
Q3 		$379K Hold
1,098
– – 0.38% 68
2022
Q2 		$379K Sell
1,098
-112
-9% -$49.2K 0.38% 68
2022
Q1 		$534K Sell
1,210
-13
-1% -$5.27K 0.44% 55
2021
Q4 		$435K Buy
1,223
+125
+11% +$43.2K 0.36% 64
2021
Q3 		$379K Buy
1,098
+78
+8% +$28.2K 0.38% 68
2021
Q2 		$386K Buy
1,020
+4
+0.4% +$1.54K 0.38% 62
2021
Q1 		$394K Buy
1,016
+130
+15% +$44.6K 0.39% 61
2020
Q4 		$315K Buy
+886
New +$326K 0.3% 65

Other funds holding LMT

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
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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Altus Wealth Group's LMT Position: Q3 2026 in Review

Altus Wealth Group reduced its Lockheed Martin (LMT) stake by 0.96% in Q3 2026, selling an estimated $9.9K and leaving 1,864 shares worth $949K. The position accounts for 0.36% of the portfolio, ranked #45.

Altus Wealth Group first reported a position in LMT in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.13M in Q1 2026. 1,682 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Altus Wealth Group held 1,864 shares of Lockheed Martin worth $949K as of Q3 2026.
  • Altus Wealth Group sold 18 Lockheed Martin shares in Q3 2026, an estimated $9.9K.
  • Lockheed Martin made up 0.36% of Altus Wealth Group's portfolio in Q3 2026, its #45 holding.
  • Altus Wealth Group first reported a position in Lockheed Martin in Q4 2020 and has held it in 24 quarters since.
  • Altus Wealth Group's Lockheed Martin position peaked at $1.13M in Q1 2026.
  • 1,682 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

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