Highline Wealth Partners’s Lockheed Martin LMT Stock Holding History

Highline Wealth Partners’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	$81.1K	Buy	159 +108	+212%	+$59.4K	0.02%	201
2026 Q2	$26.1K	Buy	51 +2	+4%	+$1.08K	0.01%	345
2026 Q1	$29.8K	Buy	49 +18	+58%	+$11.1K	0.01%	236
2025 Q4	$15.1K	Buy	31 +1	+3%	+$479	﹤0.01%	311
2025 Q3	$15.1K	Buy	30 +20	+200%	+$9.07K	﹤0.01%	332
2025 Q2	$4.69K	Sell	10 -6	-38%	-$2.81K	﹤0.01%	459
2025 Q1	$7.19K	Buy	16 +3	+23%	+$1.38K	﹤0.01%	358
2024 Q4	$6.35K	Buy	13 +4	+44%	+$2.18K	﹤0.01%	303
2024 Q3	$5.28K	Buy	9 +4	+80%	+$2.15K	﹤0.01%	332
2024 Q2	$2.34K	Hold	5	–	–	﹤0.01%	376
2024 Q1	$2.27K	Hold	5	–	–	﹤0.01%	319
2023 Q4	$2.27K	Hold	5	–	–	﹤0.01%	293
2023 Q3	$2.04K	Hold	5	–	–	﹤0.01%	274
2023 Q2	$2.3K	Hold	5	–	–	﹤0.01%	222
2023 Q1	$2.36K	Hold	5	–	–	﹤0.01%	220
2022 Q4	$2.43K	Hold	5	–	–	﹤0.01%	210
2022 Q3	$1.93K	Buy	+5	New	+$2.09K	﹤0.01%	216

Other funds holding LMT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Highline Wealth Partners's LMT Position: Q3 2026 in Review

Highline Wealth Partners increased its Lockheed Martin (LMT) stake by 212% in Q3 2026, buying an estimated $59.4K and bringing the position to 159 shares worth $81.1K. The position accounts for 0.02% of the portfolio, ranked #201.

Highline Wealth Partners first reported a position in LMT in Q3 2022 and has held it in 17 quarters since. 2,095 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

Highline Wealth Partners held 159 shares of Lockheed Martin worth $81.1K as of Q3 2026.
Highline Wealth Partners bought 108 Lockheed Martin shares in Q3 2026, an estimated $59.4K.
Lockheed Martin made up 0.02% of Highline Wealth Partners's portfolio in Q3 2026, its #201 holding.
Highline Wealth Partners first reported a position in Lockheed Martin in Q3 2022 and has held it in 17 quarters since.
2,095 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.