Consilium Wealth Advisory’s Lockheed Martin LMT Stock Holding History

Consilium Wealth Advisory’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	$244K	Buy	+479	New	+$263K	0.07%	95
2026 Q2	–	Sell	-377	Closed	-$228K	–	107
2026 Q1	$228K	Buy	+377	New	+$232K	0.08%	96
2025 Q1	–	Sell	-593	Closed	-$288K	–	91
2024 Q4	$288K	Sell	593 -41	-6%	-$22.4K	0.14%	78
2024 Q3	$371K	Sell	634 -7	-1%	-$3.76K	0.2%	66
2024 Q2	$299K	Buy	+641	New	+$296K	0.16%	72

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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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

Consilium Wealth Advisory's LMT Position: Q3 2026 in Review

Consilium Wealth Advisory opened a new position in Lockheed Martin (LMT) in Q3 2026: 479 shares worth $244K. The stake represents 0.07% of the portfolio and ranks #95 among its holdings. This is a return to the name: Consilium Wealth Advisory previously reported a position in LMT as recently as Q1 2026.

Consilium Wealth Advisory first reported a position in LMT in Q2 2024 and has held it in 5 quarters since. The position peaked at $371K in Q3 2024. 1,781 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

Consilium Wealth Advisory held 479 shares of Lockheed Martin worth $244K as of Q3 2026.
Lockheed Martin was a new Consilium Wealth Advisory position in Q3 2026.
Lockheed Martin made up 0.07% of Consilium Wealth Advisory's portfolio in Q3 2026, its #95 holding.
Consilium Wealth Advisory first reported a position in Lockheed Martin in Q2 2024 and has held it in 5 quarters since.
Consilium Wealth Advisory's Lockheed Martin position peaked at $371K in Q3 2024.
1,781 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.