EWP
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Elevation Wealth Partners’s Lockheed Martin LMT Stock Holding History

Elevation Wealth Partners’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 		$111K Buy
218
+25
+13% +$13.7K 0.03% 193
2026
Q2 		$98.3K Buy
193
+101
+110% +$54.6K 0.03% 196
2026
Q1 		$55.6K Buy
92
+3
+3% +$1.85K 0.02% 223
2025
Q4 		$43K Buy
89
+84
+1,680% +$40.2K 0.02% 260
2025
Q3 		$2.5K Buy
+5
New +$2.27K ﹤0.01% 605

Other funds holding LMT

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Elevation Wealth Partners's LMT Position: Q3 2026 in Review

Elevation Wealth Partners increased its Lockheed Martin (LMT) stake by 13% in Q3 2026, buying an estimated $13.7K and bringing the position to 218 shares worth $111K. The position accounts for 0.03% of the portfolio, ranked #193.

Elevation Wealth Partners first reported a position in LMT in Q3 2025 and has held it in 5 quarters since. 144 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Elevation Wealth Partners held 218 shares of Lockheed Martin worth $111K as of Q3 2026.
  • Elevation Wealth Partners bought 25 Lockheed Martin shares in Q3 2026, an estimated $13.7K.
  • Lockheed Martin made up 0.03% of Elevation Wealth Partners's portfolio in Q3 2026, its #193 holding.
  • Elevation Wealth Partners first reported a position in Lockheed Martin in Q3 2025 and has held it in 5 quarters since.
  • 144 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.