Heritage Wealth Architects’s Lockheed Martin LMT Stock Holding History

Heritage Wealth Architects’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	$297K	Buy	+588	New	+$323K	0.12%	59

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

Heritage Wealth Architects's LMT Position: Q3 2026 in Review

Heritage Wealth Architects opened a new position in Lockheed Martin (LMT) in Q3 2026: 588 shares worth $297K. The stake represents 0.12% of the portfolio and ranks #59 among its holdings.

456 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

Heritage Wealth Architects held 588 shares of Lockheed Martin worth $297K as of Q3 2026.
Lockheed Martin was a new Heritage Wealth Architects position in Q3 2026.
Lockheed Martin made up 0.12% of Heritage Wealth Architects's portfolio in Q3 2026, its #59 holding.
456 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.