EPG Wealth Management
LMT icon

EPG Wealth Management’s Lockheed Martin LMT Stock Holding History

EPG Wealth Management’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 		$2.58M Buy
5,067
+212
+4% +$117K 0.59% 44
2026
Q2 		$2.47M Buy
4,855
+773
+19% +$418K 0.59% 47
2026
Q1 		$2.47M Buy
4,082
+61
+2% +$37.6K 0.67% 40
2025
Q4 		$1.94M Buy
4,021
+159
+4% +$76.1K 0.52% 53
2025
Q3 		$1.93M Buy
3,862
+62
+2% +$28.1K 0.53% 49
2025
Q2 		$1.76M Buy
3,800
+26
+0.7% +$12.2K 0.53% 52
2025
Q1 		$1.69M Buy
3,774
+201
+6% +$92.5K 0.47% 55
2024
Q4 		$1.74M Sell
3,573
-97
-3% -$52.9K 0.46% 56
2024
Q3 		$2.15M Buy
+3,670
New +$1.97M 0.54% 42
2024
Q2 		– Sell
-4,169
Closed -$1.93M – 58
2024
Q1 		$1.9M Buy
4,169
+44
+1% +$19.3K 0.46% 56
2023
Q4 		$1.76M Buy
4,125
+56
+1% +$24.8K 0.46% 55
2023
Q3 		$1.66M Sell
4,069
-72
-2% -$31.9K 0.5% 45
2023
Q2 		$1.91M Sell
4,141
-133
-3% -$61.7K 0.56% 41
2023
Q1 		$2.02M Buy
4,274
+840
+24% +$394K 0.64% 32
2022
Q4 		$1.67M Sell
3,434
-44
-1% -$20.4K 0.64% 31
2022
Q3 		$1.34M Buy
3,478
+122
+4% +$50.9K 0.55% 34
2022
Q2 		$1.44M Buy
3,356
+174
+5% +$76.4K 0.62% 36
2022
Q1 		$1.4M Buy
3,182
+171
+6% +$69.3K 0.49% 47
2021
Q4 		$1.07M Buy
3,011
+714
+31% +$247K 0.38% 57
2021
Q3 		$793K Buy
2,297
+141
+7% +$51K 0.32% 70
2021
Q2 		$816K Buy
2,156
+131
+6% +$50.4K 0.35% 70
2021
Q1 		$748K Buy
2,025
+27
+1% +$9.26K 0.36% 63
2020
Q4 		$709K Sell
1,998
-135
-6% -$49.6K 0.43% 52
2020
Q3 		$817K Buy
2,133
+467
+28% +$178K 0.6% 40
2020
Q2 		$608K Sell
1,666
-449
-21% -$170K 0.43% 55
2020
Q1 		$717K Buy
2,115
+425
+25% +$167K 0.53% 48
2019
Q4 		$658K Buy
+1,690
New +$649K 0.48% 43

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

EPG Wealth Management's LMT Position: Q3 2026 in Review

EPG Wealth Management increased its Lockheed Martin (LMT) stake by 4.4% in Q3 2026, buying an estimated $117K and bringing the position to 5,067 shares worth $2.58M. The position accounts for 0.59% of the portfolio, ranked #44.

EPG Wealth Management first reported a position in LMT in Q4 2019 and has held it in 27 quarters since. 2,167 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • EPG Wealth Management held 5,067 shares of Lockheed Martin worth $2.58M as of Q3 2026.
  • EPG Wealth Management bought 212 Lockheed Martin shares in Q3 2026, an estimated $117K.
  • Lockheed Martin made up 0.59% of EPG Wealth Management's portfolio in Q3 2026, its #44 holding.
  • EPG Wealth Management first reported a position in Lockheed Martin in Q4 2019 and has held it in 27 quarters since.
  • 2,167 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on EPG Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.