ARS Wealth Advisors Group
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ARS Wealth Advisors Group’s Lockheed Martin LMT Stock Holding History

ARS Wealth Advisors 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 		$8.09M Buy
15,877
+95
+0.6% +$52.2K 0.59% 40
2026
Q2 		$8.04M Buy
15,782
+281
+2% +$152K 0.63% 38
2026
Q1 		$9.37M Sell
15,501
-86
-0.6% -$53K 0.79% 34
2025
Q4 		$7.54M Buy
15,587
+161
+1% +$77K 0.68% 38
2025
Q3 		$7.7M Buy
15,426
+82
+0.5% +$37.2K 0.76% 39
2025
Q2 		$7.11M Buy
15,344
+183
+1% +$85.7K 0.82% 35
2025
Q1 		$6.77M Buy
15,161
+139
+0.9% +$64K 0.96% 31
2024
Q4 		$7.3M Sell
15,022
-137
-0.9% -$74.7K 1% 28
2024
Q3 		$8.86M Sell
15,159
-63
-0.4% -$33.8K 1.09% 27
2024
Q2 		$7.11M Sell
15,222
-205
-1% -$94.7K 0.92% 29
2024
Q1 		$7.02M Sell
15,427
-3,750
-20% -$1.64M 0.95% 30
2023
Q4 		$8.69M Sell
19,177
-2,331
-11% -$1.03M 1.29% 28
2023
Q3 		$8.8M Sell
21,508
-23
-0.1% -$10.2K 1.44% 26
2023
Q2 		$9.9M Sell
21,531
-635
-3% -$295K 1.57% 23
2023
Q1 		$10.5M Sell
22,166
-2,227
-9% -$1.04M 1.93% 17
2022
Q4 		$11.9M Sell
24,393
-3,294
-12% -$1.53M 1.95% 15
2022
Q3 		$10.7M Buy
27,687
+835
+3% +$349K 1.63% 20
2022
Q2 		$11.5M Buy
26,852
+24,323
+962% +$10.7M 1.59% 17
2022
Q1 		$1.12M Buy
2,529
+95
+4% +$38.5K 0.19% 54
2021
Q4 		$865K Sell
2,434
-442
-15% -$153K 0.15% 61
2021
Q3 		$993K Buy
+2,876
New +$1.04M 0.18% 54

Other funds holding LMT

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

ARS Wealth Advisors Group's LMT Position: Q3 2026 in Review

ARS Wealth Advisors Group increased its Lockheed Martin (LMT) stake by 0.6% in Q3 2026, buying an estimated $52.2K and bringing the position to 15,877 shares worth $8.09M. The position accounts for 0.59% of the portfolio, ranked #40.

ARS Wealth Advisors Group first reported a position in LMT in Q3 2021 and has held it in 21 quarters since. The position peaked at $11.9M in Q4 2022. 1,406 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • ARS Wealth Advisors Group held 15,877 shares of Lockheed Martin worth $8.09M as of Q3 2026.
  • ARS Wealth Advisors Group bought 95 Lockheed Martin shares in Q3 2026, an estimated $52.2K.
  • Lockheed Martin made up 0.59% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #40 holding.
  • ARS Wealth Advisors Group first reported a position in Lockheed Martin in Q3 2021 and has held it in 21 quarters since.
  • ARS Wealth Advisors Group's Lockheed Martin position peaked at $11.9M in Q4 2022.
  • 1,406 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.