Elevated Capital Advisors
LMT icon

Elevated Capital Advisors’s Lockheed Martin LMT Stock Holding History

Elevated Capital 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 		$207K Sell
406
-41
-9% -$22.5K 0.07% 155
2026
Q2 		$228K Sell
447
-260
-37% -$141K 0.06% 239
2026
Q1 		$427K Sell
707
-88
-11% -$54.2K 0.11% 197
2025
Q4 		$385K Sell
795
-202
-20% -$96.7K 0.09% 219
2025
Q3 		$498K Sell
997
-113
-10% -$51.3K 0.12% 193
2025
Q2 		$496K Hold
1,110
– – 0.14% 190
2025
Q1 		$496K Sell
1,110
-9
-0.8% -$4.14K 0.14% 190
2024
Q4 		$544K Buy
1,119
+19
+2% +$10.4K 0.15% 188
2024
Q3 		$643K Buy
1,100
+35
+3% +$18.8K 0.17% 184
2024
Q2 		$497K Buy
1,065
+147
+16% +$67.9K 0.14% 175
2024
Q1 		$418K Buy
918
+99
+12% +$43.4K 0.12% 141
2023
Q4 		$371K Buy
819
+110
+16% +$48.7K 0.12% 146
2023
Q3 		$290K Buy
709
+24
+4% +$10.6K 0.1% 152
2023
Q2 		$315K Buy
685
+63
+10% +$29.2K 0.11% 156
2023
Q1 		$294K Buy
622
+17
+3% +$7.97K 0.11% 153
2022
Q4 		$294K Buy
+605
New +$281K 0.11% 141

Other funds holding LMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Elevated Capital Advisors's LMT Position: Q3 2026 in Review

Elevated Capital Advisors reduced its Lockheed Martin (LMT) stake by 9.2% in Q3 2026, selling an estimated $22.5K and leaving 406 shares worth $207K. The position accounts for 0.07% of the portfolio, ranked #155.

Elevated Capital Advisors first reported a position in LMT in Q4 2022 and has held it in 16 quarters since. The position peaked at $643K in Q3 2024. 1,798 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Elevated Capital Advisors held 406 shares of Lockheed Martin worth $207K as of Q3 2026.
  • Elevated Capital Advisors sold 41 Lockheed Martin shares in Q3 2026, an estimated $22.5K.
  • Lockheed Martin made up 0.07% of Elevated Capital Advisors's portfolio in Q3 2026, its #155 holding.
  • Elevated Capital Advisors first reported a position in Lockheed Martin in Q4 2022 and has held it in 16 quarters since.
  • Elevated Capital Advisors's Lockheed Martin position peaked at $643K in Q3 2024.
  • 1,798 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.