Impact Partnership Wealth
LMT icon

Impact Partnership Wealth’s Lockheed Martin LMT Stock Holding History

Impact Partnership Wealth’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 		$2.69M Buy
5,288
+2,814
+114% +$1.55M 0.24% 58
2026
Q2 		$1.26M Buy
2,474
+1,169
+90% +$632K 0.12% 115
2026
Q1 		$788K Sell
1,305
-600
-31% -$370K 0.1% 141
2025
Q4 		$921K Buy
+1,905
New +$912K 0.12% 117
2025
Q3 		– Sell
-1,561
Closed -$723K – 352
2025
Q2 		$723K Sell
1,561
-1,747
-53% -$818K 0.13% 82
2025
Q1 		$1.48M Buy
3,308
+2,098
+173% +$966K 0.32% 29
2024
Q4 		$588K Buy
1,210
+574
+90% +$313K 0.12% 105
2024
Q3 		$372K Sell
636
-1,177
-65% -$632K 0.08% 144
2024
Q2 		$847K Buy
1,813
+1,058
+140% +$489K 0.22% 56
2024
Q1 		$344K Buy
755
+727
+2,596% +$319K 0.14% 111
2023
Q4 		$12.7K Sell
28
-803
-97% -$356K ﹤0.01% 469
2023
Q3 		$340K Buy
831
+790
+1,927% +$350K 0.11% 111
2023
Q2 		$18.9K Buy
+41
New +$19K 0.01% 349

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

Impact Partnership Wealth's LMT Position: Q3 2026 in Review

Impact Partnership Wealth increased its Lockheed Martin (LMT) stake by 114% in Q3 2026, buying an estimated $1.55M and bringing the position to 5,288 shares worth $2.69M. The position accounts for 0.24% of the portfolio, ranked #58.

Impact Partnership Wealth first reported a position in LMT in Q2 2023 and has held it in 13 quarters since. 1,927 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Impact Partnership Wealth held 5,288 shares of Lockheed Martin worth $2.69M as of Q3 2026.
  • Impact Partnership Wealth bought 2,814 Lockheed Martin shares in Q3 2026, an estimated $1.55M.
  • Lockheed Martin made up 0.24% of Impact Partnership Wealth's portfolio in Q3 2026, its #58 holding.
  • Impact Partnership Wealth first reported a position in Lockheed Martin in Q2 2023 and has held it in 13 quarters since.
  • 1,927 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.