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Essential Partners’s Lockheed Martin LMT Stock Holding History

Essential 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 		$325K Sell
639
-36
-5% -$19.8K 0.15% 146
2026
Q2 		$344K Buy
675
+17
+3% +$9.19K 0.16% 132
2026
Q1 		$398K Buy
658
+88
+15% +$54.2K 0.13% 173
2025
Q4 		$276K Buy
570
+409
+254% +$196K 0.08% 258
2025
Q3 		$80.4K Sell
161
-1,937
-92% -$879K 0.03% 484
2025
Q2 		$972K Buy
+2,098
New +$982K 0.39% 71

Other funds holding LMT

CIM
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
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 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
AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's LMT Position: Q3 2026 in Review

Essential Partners reduced its Lockheed Martin (LMT) stake by 5.3% in Q3 2026, selling an estimated $19.8K and leaving 639 shares worth $325K. The position accounts for 0.15% of the portfolio, ranked #146.

Essential Partners first reported a position in LMT in Q2 2025 and has held it in 6 quarters since. The position peaked at $972K in Q2 2025. 287 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Essential Partners held 639 shares of Lockheed Martin worth $325K as of Q3 2026.
  • Essential Partners sold 36 Lockheed Martin shares in Q3 2026, an estimated $19.8K.
  • Lockheed Martin made up 0.15% of Essential Partners's portfolio in Q3 2026, its #146 holding.
  • Essential Partners first reported a position in Lockheed Martin in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Lockheed Martin position peaked at $972K in Q2 2025.
  • 287 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.