Emerald Advisors
LMT icon

Emerald Advisors’s Lockheed Martin LMT Stock Holding History

Emerald 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 		$1.38M Sell
2,710
-55
-2% -$30.2K 0.18% 48
2026
Q2 		$1.41M Buy
2,765
+10
+0.4% +$5.41K 0.18% 45
2026
Q1 		$1.66M Sell
2,755
-56
-2% -$34.5K 0.21% 31
2025
Q4 		$1.36M Buy
2,811
+117
+4% +$56K 0.19% 38
2025
Q3 		$1.34M Buy
2,694
+183
+7% +$83K 0.18% 34
2025
Q2 		$1.16M Buy
2,511
+252
+11% +$118K 0.15% 36
2025
Q1 		$1.01M Buy
2,259
+226
+11% +$104K 0.13% 37
2024
Q4 		$988K Buy
2,033
+91
+5% +$49.6K 0.14% 35
2024
Q3 		$1.19M Buy
1,942
+8
+0.4% +$4.3K 0.17% 28
2024
Q2 		$903K Buy
1,934
+106
+6% +$49K 0.14% 36
2024
Q1 		$831K Buy
1,828
+85
+5% +$37.3K 0.15% 40
2023
Q4 		$790K Buy
1,743
+46
+3% +$20.4K 0.15% 36
2023
Q3 		$694K Buy
1,697
+187
+12% +$83K 0.16% 36
2023
Q2 		$695K Buy
1,510
+102
+7% +$47.3K 0.17% 34
2023
Q1 		$665K Sell
1,408
-74
-5% -$34.7K 0.17% 33
2022
Q4 		$721K Sell
1,482
-98
-6% -$45.5K 0.2% 29
2022
Q3 		$610K Buy
1,580
+78
+5% +$32.6K 0.18% 37
2022
Q2 		$646K Buy
1,502
+54
+4% +$23.7K 0.18% 38
2022
Q1 		$639K Buy
1,448
+29
+2% +$11.8K 0.15% 42
2021
Q4 		$504K Buy
1,419
+489
+53% +$169K 0.12% 53
2021
Q3 		$321K Buy
930
+54
+6% +$19.5K 0.09% 75
2021
Q2 		$331K Buy
876
+89
+11% +$34.2K 0.1% 72
2021
Q1 		$291K Buy
787
+50
+7% +$17.2K 0.11% 68
2020
Q4 		$262K Buy
+737
New +$271K 0.09% 71
2020
Q1 		– Sell
-1,364
Closed -$590K – 94
2019
Q4 		$590K Buy
+1,364
New +$523K 0.56% 26

Other funds holding LMT

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
American National Bank & Trust
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Emerald Advisors's LMT Position: Q3 2026 in Review

Emerald Advisors reduced its Lockheed Martin (LMT) stake by 2% in Q3 2026, selling an estimated $30.2K and leaving 2,710 shares worth $1.38M. The position accounts for 0.18% of the portfolio, ranked #48.

Emerald Advisors first reported a position in LMT in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.66M in Q1 2026. 541 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Emerald Advisors held 2,710 shares of Lockheed Martin worth $1.38M as of Q3 2026.
  • Emerald Advisors sold 55 Lockheed Martin shares in Q3 2026, an estimated $30.2K.
  • Lockheed Martin made up 0.18% of Emerald Advisors's portfolio in Q3 2026, its #48 holding.
  • Emerald Advisors first reported a position in Lockheed Martin in Q4 2019 and has held it in 25 quarters since.
  • Emerald Advisors's Lockheed Martin position peaked at $1.66M in Q1 2026.
  • 541 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

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