Catalyst Private Wealth’s Lockheed Martin LMT Stock Holding History

Catalyst 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	$619K	Buy	1,216 +231	+23%	+$127K	0.26%	51
2026 Q2	$502K	Sell	985 -23	-2%	-$12.4K	0.24%	52
2026 Q1	$609K	Buy	1,008 +37	+4%	+$22.8K	0.33%	45
2025 Q4	$470K	Buy	971 +5	+0.5%	+$2.39K	0.21%	53
2025 Q3	$482K	Buy	966 +2	+0.2%	+$907	0.21%	52
2025 Q2	$446K	Buy	964 +171	+22%	+$80K	0.2%	54
2025 Q1	$354K	Hold	793	–	–	0.17%	59
2024 Q4	$385K	Buy	793 +72	+10%	+$39.2K	0.17%	62
2024 Q3	$421K	Hold	721	–	–	0.21%	53
2024 Q2	$337K	Buy	+721	New	+$333K	0.18%	64
2020 Q4	–	Sell	-250	Closed	-$96K	–	178
2020 Q3	$96K	Buy	+250	New	+$95.4K	0.09%	84

Other funds holding LMT

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

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

Catalyst Private Wealth increased its Lockheed Martin (LMT) stake by 23% in Q3 2026, buying an estimated $127K and bringing the position to 1,216 shares worth $619K. The position accounts for 0.26% of the portfolio, ranked #51.

Catalyst Private Wealth first reported a position in LMT in Q3 2020 and has held it in 11 quarters since. 1,226 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

Catalyst Private Wealth held 1,216 shares of Lockheed Martin worth $619K as of Q3 2026.
Catalyst Private Wealth bought 231 Lockheed Martin shares in Q3 2026, an estimated $127K.
Lockheed Martin made up 0.26% of Catalyst Private Wealth's portfolio in Q3 2026, its #51 holding.
Catalyst Private Wealth first reported a position in Lockheed Martin in Q3 2020 and has held it in 11 quarters since.
1,226 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Catalyst Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.