Atlantic Private Wealth
LMT icon

Atlantic Private Wealth’s Lockheed Martin LMT Stock Holding History

Atlantic Private Wealth’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 		$50.9K Hold
100
– – 0.03% 123
2026
Q2 		$50.9K Hold
100
– – 0.03% 126
2026
Q1 		$60.4K Hold
100
– – 0.04% 118
2025
Q4 		$48.4K Hold
100
– – 0.03% 119
2025
Q3 		$49.9K Hold
100
– – 0.03% 104
2025
Q2 		$46.3K Hold
100
– – 0.03% 107
2025
Q1 		$44.7K Hold
100
– – 0.03% 118
2024
Q4 		$48.6K Hold
100
– – 0.04% 88
2024
Q3 		$58.5K Buy
+100
New +$53.7K 0.04% 78

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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

Atlantic Private Wealth's LMT Position: Q3 2026 in Review

Atlantic Private Wealth held its Lockheed Martin (LMT) position steady in Q3 2026 at 100 shares worth $50.9K. The position accounts for 0.03% of the portfolio, ranked #123.

Atlantic Private Wealth first reported a position in LMT in Q3 2024 and has held it in 9 quarters since. The position peaked at $60.4K in Q1 2026. 1,798 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Atlantic Private Wealth held 100 shares of Lockheed Martin worth $50.9K as of Q3 2026.
  • Atlantic Private Wealth left its Lockheed Martin share count unchanged in Q3 2026.
  • Lockheed Martin made up 0.03% of Atlantic Private Wealth's portfolio in Q3 2026, its #123 holding.
  • Atlantic Private Wealth first reported a position in Lockheed Martin in Q3 2024 and has held it in 9 quarters since.
  • Atlantic Private Wealth's Lockheed Martin position peaked at $60.4K in Q1 2026.
  • 1,798 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Atlantic Private Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.