Goldstein Advisors
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Goldstein Advisors’s Lockheed Martin LMT Stock Holding History

Goldstein Advisors’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 		$231K Buy
454
+42
+10% +$23.1K 0.02% 223
2026
Q2 		$210K Sell
412
-36
-8% -$19.5K 0.02% 241
2026
Q1 		$271K Buy
448
+4
+0.9% +$2.46K 0.03% 167
2025
Q4 		$215K Hold
444
– – 0.02% 200
2025
Q3 		$222K Hold
444
– – 0.03% 190
2025
Q2 		$206K Sell
444
-517
-54% -$242K 0.03% 187
2025
Q1 		$429K Sell
961
-749
-44% -$345K 0.06% 101
2024
Q4 		$831K Sell
1,710
-3
-0.2% -$1.64K 0.12% 65
2024
Q3 		$1M Sell
1,713
-18
-1% -$9.7K 0.15% 55
2024
Q2 		$809K Buy
1,731
+21
+1% +$9.7K 0.14% 57
2024
Q1 		$778K Buy
1,710
+12
+0.7% +$5.26K 0.13% 58
2023
Q4 		$770K Sell
1,698
-65
-4% -$28.8K 0.13% 83
2023
Q3 		$721K Buy
1,763
+73
+4% +$32.4K 0.15% 56
2023
Q2 		$778K Hold
1,690
– – 0.16% 55
2023
Q1 		$799K Sell
1,690
-2
-0.1% -$938 0.18% 53
2022
Q4 		$823K Buy
+1,692
New +$786K 0.2% 53

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

Goldstein Advisors's LMT Position: Q3 2026 in Review

Goldstein Advisors increased its Lockheed Martin (LMT) stake by 10% in Q3 2026, buying an estimated $23.1K and bringing the position to 454 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #223.

Goldstein Advisors first reported a position in LMT in Q4 2022 and has held it in 16 quarters since. The position peaked at $1M in Q3 2024. 1,927 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Goldstein Advisors held 454 shares of Lockheed Martin worth $231K as of Q3 2026.
  • Goldstein Advisors bought 42 Lockheed Martin shares in Q3 2026, an estimated $23.1K.
  • Lockheed Martin made up 0.02% of Goldstein Advisors's portfolio in Q3 2026, its #223 holding.
  • Goldstein Advisors first reported a position in Lockheed Martin in Q4 2022 and has held it in 16 quarters since.
  • Goldstein Advisors's Lockheed Martin position peaked at $1M in Q3 2024.
  • 1,927 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Goldstein Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.