Barlow Wealth Partners’s Lockheed Martin LMT Stock Holding History

Barlow Wealth Partners’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	$417K	Hold	817	–	–	0.04%	94
2026 Q2	$431K	Hold	817	–	–	0.05%	94
2026 Q1	$484K	Hold	817	–	–	0.05%	89
2025 Q4	$444K	Hold	817	–	–	0.05%	91
2025 Q3	$398K	Hold	817	–	–	0.04%	90
2025 Q2	$378K	Hold	817	–	–	0.05%	89
2025 Q1	$390K	Hold	817	–	–	0.05%	89
2024 Q4	$395K	Sell	817 -691	-46%	-$377K	0.05%	91
2024 Q3	$913K	Hold	1,508	–	–	0.12%	65
2024 Q2	$777K	Hold	1,508	–	–	0.11%	72
2024 Q1	$679K	Hold	1,508	–	–	0.09%	77
2023 Q4	$683K	Buy	+1,508	New	+$668K	0.1%	74

Other funds holding LMT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Barlow Wealth Partners's LMT Position: Q3 2026 in Review

Barlow Wealth Partners held its Lockheed Martin (LMT) position steady in Q3 2026 at 817 shares worth $417K. The position accounts for 0.04% of the portfolio, ranked #94.

Barlow Wealth Partners first reported a position in LMT in Q4 2023 and has held it in 12 quarters since. The position peaked at $913K in Q3 2024. 1,927 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

Barlow Wealth Partners held 817 shares of Lockheed Martin worth $417K as of Q3 2026.
Barlow Wealth Partners left its Lockheed Martin share count unchanged in Q3 2026.
Lockheed Martin made up 0.04% of Barlow Wealth Partners's portfolio in Q3 2026, its #94 holding.
Barlow Wealth Partners first reported a position in Lockheed Martin in Q4 2023 and has held it in 12 quarters since.
Barlow Wealth Partners's Lockheed Martin position peaked at $913K in Q3 2024.
1,927 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.