Core Wealth Partners’s Lockheed Martin LMT Stock Holding History

Core Wealth Partners’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	$458K	Sell	900 -350	-28%	-$192K	0.19%	107
2026 Q2	$637K	Sell	1,250 -48	-4%	-$26K	0.27%	85
2026 Q1	$784K	Buy	1,298 +6	+0.5%	+$3.7K	0.36%	67
2025 Q4	$625K	Buy	1,292 +78	+6%	+$37.3K	0.28%	82
2025 Q3	$606K	Buy	1,214 +535	+79%	+$243K	0.28%	76
2025 Q2	$314K	Buy	679 +141	+26%	+$66K	0.16%	119
2025 Q1	$241K	Sell	538 -32	-6%	-$14.7K	0.14%	145
2024 Q4	$277K	Buy	570 +9	+2%	+$4.91K	0.16%	129
2024 Q3	$328K	Sell	561 -20	-3%	-$10.7K	0.2%	108
2024 Q2	$272K	Buy	581 +61	+12%	+$28.2K	0.19%	114
2024 Q1	$236K	Buy	+520	New	+$228K	0.18%	113
2023 Q1	–	Sell	-1,605	Closed	-$215K	–	125
2022 Q4	$215K	Buy	+1,605	New	+$746K	0.24%	90

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

Core Wealth Partners's LMT Position: Q3 2026 in Review

Core Wealth Partners reduced its Lockheed Martin (LMT) stake by 28% in Q3 2026, selling an estimated $192K and leaving 900 shares worth $458K. The position accounts for 0.19% of the portfolio, ranked #107.

Core Wealth Partners first reported a position in LMT in Q4 2022 and has held it in 12 quarters since. The position peaked at $784K in Q1 2026. 1,798 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

Core Wealth Partners held 900 shares of Lockheed Martin worth $458K as of Q3 2026.
Core Wealth Partners sold 350 Lockheed Martin shares in Q3 2026, an estimated $192K.
Lockheed Martin made up 0.19% of Core Wealth Partners's portfolio in Q3 2026, its #107 holding.
Core Wealth Partners first reported a position in Lockheed Martin in Q4 2022 and has held it in 12 quarters since.
Core Wealth Partners's Lockheed Martin position peaked at $784K in Q1 2026.
1,798 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Core Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.