Finer Wealth Management
LMT icon

Finer Wealth Management’s Lockheed Martin LMT Stock Holding History

Finer 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 		$666K Sell
1,308
-561
-30% -$308K 0.26% 55
2026
Q2 		$952K Sell
1,869
-235
-11% -$127K 0.43% 45
2026
Q1 		$1.27M Sell
2,104
-268
-11% -$165K 0.64% 36
2025
Q4 		$1.15M Sell
2,372
-1,323
-36% -$633K 0.56% 38
2025
Q3 		$1.84M Sell
3,695
-68
-2% -$30.9K 0.92% 29
2025
Q2 		$1.74M Buy
3,763
+416
+12% +$195K 0.93% 30
2025
Q1 		$1.5M Buy
3,347
+185
+6% +$85.2K 0.9% 29
2024
Q4 		$1.54M Buy
3,162
+252
+9% +$137K 0.88% 29
2024
Q3 		$1.7M Buy
2,910
+416
+17% +$223K 1.05% 26
2024
Q2 		$1.16M Buy
2,494
+184
+8% +$85K 0.75% 31
2024
Q1 		$1.05M Buy
2,310
+722
+45% +$316K 0.69% 35
2023
Q4 		$720K Buy
1,588
+588
+59% +$261K 0.54% 43
2023
Q3 		$409K Buy
+1,000
New +$444K 0.33% 54

Other funds holding LMT

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
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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

Finer Wealth Management reduced its Lockheed Martin (LMT) stake by 30% in Q3 2026, selling an estimated $308K and leaving 1,308 shares worth $666K. The position accounts for 0.26% of the portfolio, ranked #55.

Finer Wealth Management first reported a position in LMT in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.84M in Q3 2025. 1,927 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Finer Wealth Management held 1,308 shares of Lockheed Martin worth $666K as of Q3 2026.
  • Finer Wealth Management sold 561 Lockheed Martin shares in Q3 2026, an estimated $308K.
  • Lockheed Martin made up 0.26% of Finer Wealth Management's portfolio in Q3 2026, its #55 holding.
  • Finer Wealth Management first reported a position in Lockheed Martin in Q3 2023 and has held it in 13 quarters since.
  • Finer Wealth Management's Lockheed Martin position peaked at $1.84M in Q3 2025.
  • 1,927 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.