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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
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
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Concurrent Investment Advisors
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
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. 443 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.
  • 443 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.