Commonwealth Financial Services
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Commonwealth Financial Services’s Lockheed Martin LMT Stock Holding History

Commonwealth Financial Services’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 		$483K Sell
949
-3,109
-77% -$1.71M 0.09% 123
2026
Q2 		$2.07M Sell
4,058
-17
-0.4% -$9.19K 0.28% 68
2026
Q1 		$2.46M Buy
4,075
+44
+1% +$27.1K 0.39% 48
2025
Q4 		$1.95M Sell
4,031
-10
-0.2% -$4.79K 0.32% 57
2025
Q3 		$2.02M Sell
4,041
-81
-2% -$36.8K 0.35% 54
2025
Q2 		$1.91M Buy
4,122
+28
+0.7% +$13.1K 0.37% 55
2025
Q1 		$1.83M Sell
4,094
-22
-0.5% -$10.1K 0.37% 53
2024
Q4 		$2M Buy
4,116
+14
+0.3% +$7.63K 0.39% 50
2024
Q3 		$2.49M Buy
4,102
+3
+0.1% +$1.61K 0.49% 43
2024
Q2 		$1.89M Sell
4,099
-13
-0.3% -$6.01K 0.39% 45
2024
Q1 		$1.86M Hold
4,112
– – 0.44% 42
2023
Q4 		$1.86M Sell
4,112
-28
-0.7% -$12.4K 0.44% 42
2023
Q3 		$1.69M Buy
+4,140
New +$1.84M 0.5% 43
2017
Q1 		$248K Sell
929
-94
-9% -$24.6K 0.27% 45
2016
Q4 		$264K Sell
1,023
-655
-39% -$164K 0.26% 46
2016
Q3 		$402K Sell
1,678
-97
-5% -$24.3K 0.38% 31
2016
Q2 		$441K Hold
1,775
– – 0.52% 22
2016
Q1 		$393K Sell
1,775
-643
-27% -$138K 0.58% 13
2015
Q4 		$525K Sell
2,418
-208
-8% -$45.1K 1.78% 12
2015
Q3 		$544K Sell
2,626
-10
-0.4% -$2.04K 0.63% 12
2015
Q2 		$490K Sell
2,636
-44
-2% -$8.47K 0.53% 16
2015
Q1 		$544K Sell
2,680
-21
-0.8% -$4.15K 0.48% 15
2014
Q4 		$520K Buy
+2,701
New +$501K 0.47% 19

Other funds holding LMT

Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Commonwealth Financial Services's LMT Position: Q3 2026 in Review

Commonwealth Financial Services reduced its Lockheed Martin (LMT) stake by 77% in Q3 2026, selling an estimated $1.71M and leaving 949 shares worth $483K. The position accounts for 0.09% of the portfolio, ranked #123.

Commonwealth Financial Services first reported a position in LMT in Q4 2014 and has held it in 23 quarters since. The position peaked at $2.49M in Q3 2024. 879 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Commonwealth Financial Services held 949 shares of Lockheed Martin worth $483K as of Q3 2026.
  • Commonwealth Financial Services sold 3,109 Lockheed Martin shares in Q3 2026, an estimated $1.71M.
  • Lockheed Martin made up 0.09% of Commonwealth Financial Services's portfolio in Q3 2026, its #123 holding.
  • Commonwealth Financial Services first reported a position in Lockheed Martin in Q4 2014 and has held it in 23 quarters since.
  • Commonwealth Financial Services's Lockheed Martin position peaked at $2.49M in Q3 2024.
  • 879 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.