HMV Wealth Advisors’s Lockheed Martin LMT Stock Holding History

HMV Wealth 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	$424K	Hold	833	–	–	0.16%	62
2026 Q2	$424K	Hold	833	–	–	0.17%	60
2026 Q1	$503K	Sell	833 -1	-0.1%	-$616	0.24%	50
2025 Q4	$403K	Sell	834 -208	-20%	-$100K	0.2%	55
2025 Q3	$520K	Sell	1,042 -42	-4%	-$19.1K	0.29%	48
2025 Q2	$502K	Hold	1,084	–	–	0.33%	50
2025 Q1	$484K	Hold	1,084	–	–	0.38%	52
2024 Q4	$527K	Buy	+1,084	New	+$591K	0.53%	51

Other funds holding LMT

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

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

HMV Wealth Advisors's LMT Position: Q3 2026 in Review

HMV Wealth Advisors held its Lockheed Martin (LMT) position steady in Q3 2026 at 833 shares worth $424K. The position accounts for 0.16% of the portfolio, ranked #62.

HMV Wealth Advisors first reported a position in LMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $527K in Q4 2024. 1,927 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

HMV Wealth Advisors held 833 shares of Lockheed Martin worth $424K as of Q3 2026.
HMV Wealth Advisors left its Lockheed Martin share count unchanged in Q3 2026.
Lockheed Martin made up 0.16% of HMV Wealth Advisors's portfolio in Q3 2026, its #62 holding.
HMV Wealth Advisors first reported a position in Lockheed Martin in Q4 2024 and has held it in 8 quarters since.
HMV Wealth Advisors's Lockheed Martin position peaked at $527K in Q4 2024.
1,927 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on HMV Wealth Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.