Inlet Private Wealth’s Lockheed Martin LMT Stock Holding History

Inlet Private 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	$1.17M	Hold	2,306	–	–	0.28%	77
2026 Q2	$1.17M	Buy	2,306 +100	+5%	+$54.1K	0.29%	77
2026 Q1	$1.33M	Hold	2,206	–	–	0.34%	75
2025 Q4	$1.07M	Sell	2,206 -568	-20%	-$272K	0.25%	77
2025 Q3	$1.38M	Hold	2,774	–	–	0.31%	74
2025 Q2	$1.28M	Hold	2,774	–	–	0.32%	78
2025 Q1	$1.24M	Hold	2,774	–	–	0.32%	75
2024 Q4	$1.35M	Sell	2,774 -120	-4%	-$65.4K	0.36%	74
2024 Q3	$1.69M	Hold	2,894	–	–	0.43%	71
2024 Q2	$1.35M	Buy	2,894 +30	+1%	+$13.9K	0.37%	71
2024 Q1	$1.3M	Hold	2,864	–	–	0.36%	72
2023 Q4	$1.3M	Sell	2,864 -180	-6%	-$79.7K	0.4%	69
2023 Q3	$1.24M	Sell	3,044 -150	-5%	-$66.5K	0.41%	68
2023 Q2	$1.47M	Hold	3,194	–	–	0.37%	69
2023 Q1	$1.51M	Hold	3,194	–	–	0.39%	67
2022 Q4	$1.55M	Hold	3,194	–	–	0.4%	66
2022 Q3	$1.23M	Hold	3,194	–	–	0.37%	71
2022 Q2	$1.37M	Hold	3,194	–	–	0.39%	68
2022 Q1	$1.41M	Buy	3,194 +194	+6%	+$78.6K	0.35%	70
2021 Q4	$1.07M	Buy	+3,000	New	+$1.04M	0.26%	79
2021 Q3	–	Sell	-575	Closed	-$218K	–	134
2021 Q2	$218K	Hold	575	–	–	0.06%	128
2021 Q1	$212K	Hold	575	–	–	0.06%	124
2020 Q4	$204K	Hold	575	–	–	0.07%	124
2020 Q3	$220K	Sell	575 -161	-22%	-$61.4K	0.09%	120
2020 Q2	$269K	Hold	736	–	–	0.11%	112
2020 Q1	$249K	Hold	736	–	–	0.12%	114
2019 Q4	$287K	Sell	736 -13	-2%	-$4.99K	0.1%	127
2019 Q3	$292K	Hold	749	–	–	0.11%	119
2019 Q2	$277K	Buy	+749	New	+$251K	0.1%	119

Other funds holding LMT

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Inlet Private Wealth's LMT Position: Q3 2026 in Review

Inlet Private Wealth held its Lockheed Martin (LMT) position steady in Q3 2026 at 2,306 shares worth $1.17M. The position accounts for 0.28% of the portfolio, ranked #77.

Inlet Private Wealth first reported a position in LMT in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.69M in Q3 2024. 858 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

Inlet Private Wealth held 2,306 shares of Lockheed Martin worth $1.17M as of Q3 2026.
Inlet Private Wealth left its Lockheed Martin share count unchanged in Q3 2026.
Lockheed Martin made up 0.28% of Inlet Private Wealth's portfolio in Q3 2026, its #77 holding.
Inlet Private Wealth first reported a position in Lockheed Martin in Q2 2019 and has held it in 29 quarters since.
Inlet Private Wealth's Lockheed Martin position peaked at $1.69M in Q3 2024.
858 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Inlet Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.