Capital Advantage’s Lockheed Martin LMT Stock Holding History

Capital Advantage’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	$300K	Hold	589	–	–	0.04%	130
2026 Q2	$300K	Sell	589 -3	-0.5%	-$1.62K	0.04%	124
2026 Q1	$358K	Hold	592	–	–	0.05%	113
2025 Q4	$286K	Buy	592 +16	+3%	+$7.66K	0.04%	125
2025 Q3	$288K	Sell	576 -29	-5%	-$13.2K	0.04%	119
2025 Q2	$280K	Sell	605 -57	-9%	-$26.7K	0.04%	119
2025 Q1	$322K	Hold	662	–	–	0.06%	108
2024 Q4	$322K	Buy	+662	New	+$361K	0.06%	108
2020 Q4	–	Sell	-1,316	Closed	-$484K	–	108
2020 Q3	$504K	Sell	1,316 -1,134	-46%	-$433K	0.17%	48
2020 Q2	$894K	Buy	+2,450	New	+$925K	0.32%	33

Other funds holding LMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

Capital Advantage's LMT Position: Q3 2026 in Review

Capital Advantage held its Lockheed Martin (LMT) position steady in Q3 2026 at 589 shares worth $300K. The position accounts for 0.04% of the portfolio, ranked #130.

Capital Advantage first reported a position in LMT in Q2 2020 and has held it in 10 quarters since. The position peaked at $894K in Q2 2020. 1,156 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

Capital Advantage held 589 shares of Lockheed Martin worth $300K as of Q3 2026.
Capital Advantage left its Lockheed Martin share count unchanged in Q3 2026.
Lockheed Martin made up 0.04% of Capital Advantage's portfolio in Q3 2026, its #130 holding.
Capital Advantage first reported a position in Lockheed Martin in Q2 2020 and has held it in 10 quarters since.
Capital Advantage's Lockheed Martin position peaked at $894K in Q2 2020.
1,156 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.