Challenger Wealth Management’s Lockheed Martin LMT Stock Holding History

Challenger Wealth Management’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	$1.16M	Sell	2,272 -158	-7%	-$86.8K	0.84%	24
2026 Q2	$1.24M	Buy	2,430 +3	+0.1%	+$1.62K	0.91%	23
2026 Q1	$1.47M	Buy	2,427 +12	+0.5%	+$7.39K	1.17%	20
2025 Q4	$1.17M	Sell	2,415 -104	-4%	-$49.8K	0.89%	25
2025 Q3	$1.26M	Sell	2,519 -610	-19%	-$277K	0.98%	24
2025 Q2	$1.45M	Buy	3,129 +8	+0.3%	+$3.74K	1%	23
2025 Q1	$1.39M	Sell	3,121 -267	-8%	-$123K	1.1%	21
2024 Q4	$1.65M	Buy	+3,388	New	+$1.85M	1.42%	17

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

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

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

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Challenger Wealth Management's LMT Position: Q3 2026 in Review

Challenger Wealth Management reduced its Lockheed Martin (LMT) stake by 6.5% in Q3 2026, selling an estimated $86.8K and leaving 2,272 shares worth $1.16M. The position accounts for 0.84% of the portfolio, ranked #24.

Challenger Wealth Management first reported a position in LMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.65M in Q4 2024. 1,682 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

Challenger Wealth Management held 2,272 shares of Lockheed Martin worth $1.16M as of Q3 2026.
Challenger Wealth Management sold 158 Lockheed Martin shares in Q3 2026, an estimated $86.8K.
Lockheed Martin made up 0.84% of Challenger Wealth Management's portfolio in Q3 2026, its #24 holding.
Challenger Wealth Management first reported a position in Lockheed Martin in Q4 2024 and has held it in 8 quarters since.
Challenger Wealth Management's Lockheed Martin position peaked at $1.65M in Q4 2024.
1,682 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Challenger Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.