High Point Wealth Management
LMT icon

High Point Wealth Management’s Lockheed Martin LMT Stock Holding History

High Point 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 		$22.9K Buy
45
+5
+13% +$2.75K 0.02% 194
2026
Q2 		$20.4K Hold
40
– – 0.02% 187
2026
Q1 		$24.2K Buy
+40
New +$24.6K 0.02% 182

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
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
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

High Point Wealth Management's LMT Position: Q3 2026 in Review

High Point Wealth Management increased its Lockheed Martin (LMT) stake by 13% in Q3 2026, buying an estimated $2.75K and bringing the position to 45 shares worth $22.9K. The position accounts for 0.02% of the portfolio, ranked #194.

High Point Wealth Management first reported a position in LMT in Q1 2026 and has held it in 3 quarters since. The position peaked at $24.2K in Q1 2026. 1,762 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • High Point Wealth Management held 45 shares of Lockheed Martin worth $22.9K as of Q3 2026.
  • High Point Wealth Management bought 5 Lockheed Martin shares in Q3 2026, an estimated $2.75K.
  • Lockheed Martin made up 0.02% of High Point Wealth Management's portfolio in Q3 2026, its #194 holding.
  • High Point Wealth Management first reported a position in Lockheed Martin in Q1 2026 and has held it in 3 quarters since.
  • High Point Wealth Management's Lockheed Martin position peaked at $24.2K in Q1 2026.
  • 1,762 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.