CWC Advisors’s Lockheed Martin LMT Stock Holding History

CWC 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	$539K	Buy	1,058 +2	+0.2%	+$1.1K	0.25%	93
2026 Q2	$538K	Sell	1,056 -38	-3%	-$20.5K	0.24%	98
2026 Q1	$661K	Sell	1,094 -4	-0.4%	-$2.46K	0.31%	75
2025 Q4	$531K	Sell	1,098 -31	-3%	-$14.8K	0.26%	93
2025 Q3	$564K	Sell	1,129 -56	-5%	-$25.4K	0.28%	83
2025 Q2	$549K	Sell	1,185 -152	-11%	-$71.2K	0.28%	77
2025 Q1	$597K	Sell	1,337 -12	-0.9%	-$5.52K	0.34%	69
2024 Q4	$656K	Sell	1,349 -70	-5%	-$38.2K	0.65%	43
2024 Q3	$829K	Buy	+1,419	New	+$762K	0.82%	37

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

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

CWC Advisors's LMT Position: Q3 2026 in Review

CWC Advisors increased its Lockheed Martin (LMT) stake by 0.19% in Q3 2026, buying an estimated $1.1K and bringing the position to 1,058 shares worth $539K. The position accounts for 0.25% of the portfolio, ranked #93.

CWC Advisors first reported a position in LMT in Q3 2024 and has held it in 9 quarters since. The position peaked at $829K in Q3 2024. 1,005 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

CWC Advisors held 1,058 shares of Lockheed Martin worth $539K as of Q3 2026.
CWC Advisors bought 2 Lockheed Martin shares in Q3 2026, an estimated $1.1K.
Lockheed Martin made up 0.25% of CWC Advisors's portfolio in Q3 2026, its #93 holding.
CWC Advisors first reported a position in Lockheed Martin in Q3 2024 and has held it in 9 quarters since.
CWC Advisors's Lockheed Martin position peaked at $829K in Q3 2024.
1,005 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.