Global Wealth Strategies & Associates’s Lockheed Martin LMT Stock Holding History

Global Wealth Strategies & Associates’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	$295K	Sell	579 -42	-7%	-$23.1K	0.05%	83
2026 Q2	$316K	Sell	621 -12	-2%	-$6.49K	0.06%	73
2026 Q1	$383K	Hold	633	–	–	0.09%	59
2025 Q4	$306K	Buy	633 +20	+3%	+$9.57K	0.08%	59
2025 Q3	$306K	Sell	613 -8	-1%	-$3.63K	0.08%	58
2025 Q2	$288K	Hold	621	–	–	0.08%	48
2025 Q1	$277K	Buy	621 +100	+19%	+$46K	0.08%	46
2024 Q4	$253K	Buy	521 +16	+3%	+$8.72K	0.08%	48
2024 Q3	$295K	Hold	505	–	–	0.1%	35
2024 Q2	$236K	Sell	505 -34	-6%	-$15.7K	0.08%	36
2024 Q1	$245K	Hold	539	–	–	0.09%	37
2023 Q4	$244K	Hold	539	–	–	0.1%	33
2023 Q3	$220K	Hold	539	–	–	0.1%	41
2023 Q2	$248K	Hold	539	–	–	0.12%	38
2023 Q1	$255K	Buy	539 +2	+0.4%	+$938	0.13%	33
2022 Q4	$261K	Buy	+537	New	+$250K	0.15%	37

Other funds holding LMT

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

SAM

Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return

Global Wealth Strategies & Associates's LMT Position: Q3 2026 in Review

Global Wealth Strategies & Associates reduced its Lockheed Martin (LMT) stake by 6.8% in Q3 2026, selling an estimated $23.1K and leaving 579 shares worth $295K. The position accounts for 0.05% of the portfolio, ranked #83.

Global Wealth Strategies & Associates first reported a position in LMT in Q4 2022 and has held it in 16 quarters since. The position peaked at $383K in Q1 2026. 446 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

Global Wealth Strategies & Associates held 579 shares of Lockheed Martin worth $295K as of Q3 2026.
Global Wealth Strategies & Associates sold 42 Lockheed Martin shares in Q3 2026, an estimated $23.1K.
Lockheed Martin made up 0.05% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #83 holding.
Global Wealth Strategies & Associates first reported a position in Lockheed Martin in Q4 2022 and has held it in 16 quarters since.
Global Wealth Strategies & Associates's Lockheed Martin position peaked at $383K in Q1 2026.
446 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.