Darden Wealth Group’s Lockheed Martin LMT Stock Holding History

Darden Wealth 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	$323K	Buy	635 +5	+0.8%	+$2.75K	0.13%	114
2026 Q2	$321K	Hold	630	–	–	0.13%	118
2026 Q1	$381K	Hold	630	–	–	0.19%	99
2025 Q4	$305K	Sell	630 -57	-8%	-$27.3K	0.15%	111
2025 Q3	$343K	Sell	687 -11	-2%	-$4.99K	0.18%	101
2025 Q2	$323K	Hold	698	–	–	0.19%	100
2025 Q1	$312K	Buy	698 +43	+7%	+$19.8K	0.24%	80
2024 Q4	$318K	Buy	655 +165	+34%	+$89.9K	0.21%	80
2024 Q3	$286K	Hold	490	–	–	0.21%	84
2024 Q2	$229K	Hold	490	–	–	0.14%	94
2024 Q1	$224K	Hold	490	–	–	0.18%	97
2023 Q4	$222K	Buy	+490	New	+$217K	0.21%	88

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

Darden Wealth Group's LMT Position: Q3 2026 in Review

Darden Wealth Group increased its Lockheed Martin (LMT) stake by 0.79% in Q3 2026, buying an estimated $2.75K and bringing the position to 635 shares worth $323K. The position accounts for 0.13% of the portfolio, ranked #114.

Darden Wealth Group first reported a position in LMT in Q4 2023 and has held it in 12 quarters since. The position peaked at $381K in Q1 2026. 1,798 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

Darden Wealth Group held 635 shares of Lockheed Martin worth $323K as of Q3 2026.
Darden Wealth Group bought 5 Lockheed Martin shares in Q3 2026, an estimated $2.75K.
Lockheed Martin made up 0.13% of Darden Wealth Group's portfolio in Q3 2026, its #114 holding.
Darden Wealth Group first reported a position in Lockheed Martin in Q4 2023 and has held it in 12 quarters since.
Darden Wealth Group's Lockheed Martin position peaked at $381K in Q1 2026.
1,798 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Darden Wealth Group's 13F filing for Q3 2026, filed 6 Nov 2026.