Jamison Private Wealth Management
LMT icon

Jamison Private Wealth Management’s Lockheed Martin LMT Stock Holding History

Jamison Private 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 		$10M Buy
19,704
+388
+2% +$213K 1.02% 34
2026
Q2 		$9.8M Buy
19,316
+171
+0.9% +$92.4K 0.99% 35
2026
Q1 		$11.6M Buy
19,145
+72
+0.4% +$44.4K 1.41% 21
2025
Q4 		$9.23M Buy
19,073
+229
+1% +$110K 1.12% 31
2025
Q3 		$9.41M Buy
18,844
+749
+4% +$340K 1.19% 29
2025
Q2 		$8.38M Buy
18,095
+178
+1% +$83.3K 1.2% 29
2025
Q1 		$8M Buy
17,917
+290
+2% +$133K 1.22% 29
2024
Q4 		$8.57M Buy
17,627
+249
+1% +$136K 1.26% 27
2024
Q3 		$10.2M Buy
17,378
+441
+3% +$237K 1.55% 19
2024
Q2 		$7.91M Buy
16,937
+152
+0.9% +$70.2K 1.31% 23
2024
Q1 		$7.63M Buy
16,785
+141
+0.8% +$61.8K 1.29% 24
2023
Q4 		$7.54M Sell
16,644
-304
-2% -$135K 1.41% 22
2023
Q3 		$6.93M Buy
+16,948
New +$7.52M 1.43% 22

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

Jamison Private Wealth Management's LMT Position: Q3 2026 in Review

Jamison Private Wealth Management increased its Lockheed Martin (LMT) stake by 2% in Q3 2026, buying an estimated $213K and bringing the position to 19,704 shares worth $10M. The position accounts for 1.02% of the portfolio, ranked #34.

Jamison Private Wealth Management first reported a position in LMT in Q3 2023 and has held it in 13 quarters since. The position peaked at $11.6M in Q1 2026. 1,798 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Jamison Private Wealth Management held 19,704 shares of Lockheed Martin worth $10M as of Q3 2026.
  • Jamison Private Wealth Management bought 388 Lockheed Martin shares in Q3 2026, an estimated $213K.
  • Lockheed Martin made up 1.02% of Jamison Private Wealth Management's portfolio in Q3 2026, its #34 holding.
  • Jamison Private Wealth Management first reported a position in Lockheed Martin in Q3 2023 and has held it in 13 quarters since.
  • Jamison Private Wealth Management's Lockheed Martin position peaked at $11.6M in Q1 2026.
  • 1,798 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.