Cresta Advisors’s Lockheed Martin LMT Stock Holding History

Cresta Advisors’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	$460K	Sell	903 -334	-27%	-$184K	0.2%	40
2026 Q2	$630K	Hold	1,237	–	–	0.23%	40
2026 Q1	$748K	Hold	1,237	–	–	0.31%	35
2025 Q4	$599K	Hold	1,237	–	–	0.25%	35
2025 Q3	$618K	Hold	1,237	–	–	0.28%	34
2025 Q2	$573K	Hold	1,237	–	–	0.28%	33
2025 Q1	$553K	Hold	1,237	–	–	0.29%	35
2024 Q4	$723K	Hold	1,237	–	–	0.38%	35
2024 Q3	$723K	Hold	1,237	–	–	0.38%	35
2024 Q2	$578K	Sell	1,237 -1	-0.1%	-$462	0.34%	33
2024 Q1	$563K	Buy	1,238 +1	+0.1%	+$438	0.36%	32
2023 Q4	$561K	Hold	1,237	–	–	0.37%	35
2023 Q3	$506K	Hold	1,237	–	–	0.39%	32
2023 Q2	$570K	Hold	1,237	–	–	0.44%	32
2023 Q1	$585K	Hold	1,237	–	–	0.46%	26
2022 Q4	$602K	Hold	1,237	–	–	0.53%	18
2022 Q3	$478K	Buy	+1,237	New	+$517K	0.59%	20

Other funds holding LMT

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Cresta Advisors's LMT Position: Q3 2026 in Review

Cresta Advisors reduced its Lockheed Martin (LMT) stake by 27% in Q3 2026, selling an estimated $184K and leaving 903 shares worth $460K. The position accounts for 0.2% of the portfolio, ranked #40.

Cresta Advisors first reported a position in LMT in Q3 2022 and has held it in 17 quarters since. The position peaked at $748K in Q1 2026. 708 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

Cresta Advisors held 903 shares of Lockheed Martin worth $460K as of Q3 2026.
Cresta Advisors sold 334 Lockheed Martin shares in Q3 2026, an estimated $184K.
Lockheed Martin made up 0.2% of Cresta Advisors's portfolio in Q3 2026, its #40 holding.
Cresta Advisors first reported a position in Lockheed Martin in Q3 2022 and has held it in 17 quarters since.
Cresta Advisors's Lockheed Martin position peaked at $748K in Q1 2026.
708 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Cresta Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.