GER Loftin Wealth Advisors LLC’s Lockheed Martin LMT Stock Holding History

GER Loftin Wealth Advisors LLC’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	$946K	Buy	+1,859	New	+$1.02M	0.3%	44

Other funds holding LMT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

GER Loftin Wealth Advisors LLC's LMT Position: Q3 2026 in Review

GER Loftin Wealth Advisors LLC opened a new position in Lockheed Martin (LMT) in Q3 2026: 1,859 shares worth $946K. The stake represents 0.3% of the portfolio and ranks #44 among its holdings.

2,139 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

GER Loftin Wealth Advisors LLC held 1,859 shares of Lockheed Martin worth $946K as of Q3 2026.
Lockheed Martin was a new GER Loftin Wealth Advisors LLC position in Q3 2026.
Lockheed Martin made up 0.3% of GER Loftin Wealth Advisors LLC's portfolio in Q3 2026, its #44 holding.
2,139 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on GER Loftin Wealth Advisors LLC's 13F filing for Q3 2026, filed 12 Nov 2026.