Amplius Wealth Advisors
LMT icon

Amplius Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Amplius Wealth 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 		$233K Buy
458
+60
+15% +$33K 0.02% 198
2026
Q2 		$203K Sell
398
-2
-0.5% -$1.08K 0.01% 207
2026
Q1 		$242K Sell
400
-74
-16% -$45.6K 0.02% 158
2025
Q4 		$229K Buy
474
+27
+6% +$12.9K 0.02% 165
2025
Q3 		$223K Sell
447
-153
-26% -$69.4K 0.02% 163
2025
Q2 		$278K Sell
600
-11
-2% -$5.15K 0.03% 159
2025
Q1 		$273K Sell
611
-207
-25% -$95.3K 0.03% 145
2024
Q4 		$397K Buy
818
+13
+2% +$7.09K 0.04% 121
2024
Q3 		$471K Sell
805
-3
-0.4% -$1.61K 0.05% 102
2024
Q2 		$377K Buy
808
+23
+3% +$10.6K 0.04% 112
2024
Q1 		$357K Buy
785
+52
+7% +$22.8K 0.04% 114
2023
Q4 		$332K Sell
733
-27
-4% -$12K 0.04% 119
2023
Q3 		$311K Sell
760
-7
-0.9% -$3.1K 0.04% 117
2023
Q2 		$353K Sell
767
-48
-6% -$22.3K 0.05% 117
2023
Q1 		$385K Buy
815
+21
+3% +$9.8K 0.06% 113
2022
Q4 		$386K Buy
794
+48
+6% +$22.3K 0.06% 106
2022
Q3 		$288K Buy
746
+10
+1% +$4.18K 0.05% 120
2022
Q2 		$316K Buy
736
+13
+2% +$5.71K 0.05% 128
2022
Q1 		$319K Sell
723
-932
-56% -$378K 0.05% 128
2021
Q4 		$588K Buy
+1,655
New +$572K 0.08% 97

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

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

Amplius Wealth Advisors increased its Lockheed Martin (LMT) stake by 15% in Q3 2026, buying an estimated $33K and bringing the position to 458 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #198.

Amplius Wealth Advisors first reported a position in LMT in Q4 2021 and has held it in 20 quarters since. The position peaked at $588K in Q4 2021. 2,182 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Amplius Wealth Advisors held 458 shares of Lockheed Martin worth $233K as of Q3 2026.
  • Amplius Wealth Advisors bought 60 Lockheed Martin shares in Q3 2026, an estimated $33K.
  • Lockheed Martin made up 0.02% of Amplius Wealth Advisors's portfolio in Q3 2026, its #198 holding.
  • Amplius Wealth Advisors first reported a position in Lockheed Martin in Q4 2021 and has held it in 20 quarters since.
  • Amplius Wealth Advisors's Lockheed Martin position peaked at $588K in Q4 2021.
  • 2,182 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

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