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Compton Wealth Advisory Group’s Lockheed Martin LMT Stock Holding History

Compton Wealth Advisory Group’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 		$1.3M Buy
2,567
+305
+13% +$168K 0.27% 52
2026
Q2 		$1.18M Sell
2,262
-1
-0% -$541 0.24% 53
2026
Q1 		$1.4M Sell
2,263
-1,007
-31% -$620K 0.31% 52
2025
Q4 		$1.58M Hold
3,270
– – 0.35% 51
2025
Q3 		$1.63M Buy
3,270
+92
+3% +$41.7K 0.38% 46
2025
Q2 		$1.47M Sell
3,178
-662
-17% -$310K 0.37% 45
2025
Q1 		$1.72M Buy
3,840
+268
+8% +$123K 0.48% 41
2024
Q4 		$1.74M Sell
3,572
-24
-0.7% -$13.1K 0.45% 43
2024
Q3 		$2.1M Buy
3,596
+506
+16% +$272K 0.53% 41
2024
Q2 		$1.44M Buy
3,090
+13
+0.4% +$6.01K 0.38% 49
2024
Q1 		$1.4M Sell
3,077
-40
-1% -$17.5K 0.38% 50
2023
Q4 		$1.41M Sell
3,117
-270
-8% -$120K 0.44% 44
2023
Q3 		$1.38M Hold
3,387
– – 0.48% 41
2023
Q2 		$1.56M Sell
3,387
-9
-0.3% -$4.18K 0.52% 39
2023
Q1 		$1.61M Sell
3,396
-58
-2% -$27.2K 0.55% 39
2022
Q4 		$1.68M Sell
3,454
-20
-0.6% -$9.29K 0.65% 33
2022
Q3 		$1.34M Buy
3,474
+378
+12% +$158K 0.57% 36
2022
Q2 		$1.33M Sell
3,096
-318
-9% -$140K 0.57% 38
2022
Q1 		$1.51M Buy
3,414
+41
+1% +$16.6K 0.58% 37
2021
Q4 		$1.2M Buy
3,373
+59
+2% +$20.4K 0.51% 48
2021
Q3 		$1.14M Sell
3,314
-105
-3% -$38K 0.54% 42
2021
Q2 		$1.29M Sell
3,419
-39
-1% -$15K 0.6% 40
2021
Q1 		$1.28M Buy
3,458
+207
+6% +$71K 0.73% 36
2020
Q4 		$1.15M Buy
3,251
+145
+5% +$53.3K 0.72% 34
2020
Q3 		$1.19M Buy
3,106
+33
+1% +$12.6K 0.89% 33
2020
Q2 		$1.12M Sell
3,073
-353
-10% -$133K 1.19% 29
2020
Q1 		$1.16M Sell
3,426
-243
-7% -$95.6K 1.51% 23
2019
Q4 		$1.43M Buy
3,669
+32
+0.9% +$12.3K 1.26% 24
2019
Q3 		$1.42M Buy
3,637
+698
+24% +$262K 0.78% 23
2019
Q2 		$1.07M Buy
2,939
+20
+0.7% +$6.69K 0.55% 31
2019
Q1 		$876K Hold
2,919
– – 0.46% 38
2018
Q4 		$764K Buy
+2,919
New +$886K 0.39% 38

Other funds holding LMT

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
American National Bank & Trust
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Compton Wealth Advisory Group's LMT Position: Q3 2026 in Review

Compton Wealth Advisory Group increased its Lockheed Martin (LMT) stake by 13% in Q3 2026, buying an estimated $168K and bringing the position to 2,567 shares worth $1.3M. The position accounts for 0.27% of the portfolio, ranked #52.

Compton Wealth Advisory Group first reported a position in LMT in Q4 2018 and has held it in 32 quarters since. The position peaked at $2.1M in Q3 2024. 541 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Compton Wealth Advisory Group held 2,567 shares of Lockheed Martin worth $1.3M as of Q3 2026.
  • Compton Wealth Advisory Group bought 305 Lockheed Martin shares in Q3 2026, an estimated $168K.
  • Lockheed Martin made up 0.27% of Compton Wealth Advisory Group's portfolio in Q3 2026, its #52 holding.
  • Compton Wealth Advisory Group first reported a position in Lockheed Martin in Q4 2018 and has held it in 32 quarters since.
  • Compton Wealth Advisory Group's Lockheed Martin position peaked at $2.1M in Q3 2024.
  • 541 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q3 2026, filed 13 Oct 2026.