Fidato Wealth
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Fidato Wealth’s Lockheed Martin LMT Stock Holding History

Fidato Wealth’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 		$264K Buy
+518
New +$285K 0.14% 26
2025
Q2 		– Sell
-518
Closed -$231K – 19
2025
Q1 		$231K Sell
518
-18
-3% -$8.29K 0.18% 20
2024
Q4 		$260K Buy
+536
New +$292K 0.2% 19

Other funds holding LMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Welch Group
Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

Fidato Wealth's LMT Position: Q3 2026 in Review

Fidato Wealth opened a new position in Lockheed Martin (LMT) in Q3 2026: 518 shares worth $264K. The stake represents 0.14% of the portfolio and ranks #26 among its holdings. This is a return to the name: Fidato Wealth previously reported a position in LMT as recently as Q1 2025.

Fidato Wealth first reported a position in LMT in Q4 2024 and has held it in 3 quarters since. 1,156 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Fidato Wealth held 518 shares of Lockheed Martin worth $264K as of Q3 2026.
  • Lockheed Martin was a new Fidato Wealth position in Q3 2026.
  • Lockheed Martin made up 0.14% of Fidato Wealth's portfolio in Q3 2026, its #26 holding.
  • Fidato Wealth first reported a position in Lockheed Martin in Q4 2024 and has held it in 3 quarters since.
  • 1,156 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Fidato Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.