Jeppson Wealth Management
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Jeppson Wealth Management’s Lockheed Martin LMT Stock Holding History

Jeppson 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 		$9.6M Sell
18,866
-358
-2% -$197K 2.74% 5
2026
Q2 		$9.8M Sell
19,224
-419
-2% -$227K 2.89% 4
2026
Q1 		$11.9M Sell
19,643
-1,216
-6% -$749K 3.72% 4
2025
Q4 		$10.1M Sell
20,859
-717
-3% -$343K 3.19% 4
2025
Q3 		$10.8M Sell
21,576
-215
-1% -$97.5K 3.44% 4
2025
Q2 		$10.1M Sell
21,791
-323
-1% -$151K 3.49% 4
2025
Q1 		$9.9M Buy
22,114
+494
+2% +$227K 3.62% 3
2024
Q4 		$10.5M Buy
21,620
+103
+0.5% +$56.1K 3.81% 4
2024
Q3 		$12.6M Sell
21,517
-430
-2% -$231K 4.51% 3
2024
Q2 		$10.3M Buy
21,947
+23
+0.1% +$10.6K 3.91% 4
2024
Q1 		$10M Buy
21,924
+173
+0.8% +$75.8K 3.87% 3
2023
Q4 		$9.9M Sell
21,751
-81
-0.4% -$35.9K 4.08% 3
2023
Q3 		$8.93M Buy
21,832
+227
+1% +$101K 4.09% 3
2023
Q2 		$9.9M Sell
21,605
-198
-0.9% -$91.9K 4.33% 3
2023
Q1 		$10.3M Buy
21,803
+152
+0.7% +$71.3K 4.49% 3
2022
Q4 		$10.5M Sell
21,651
-556
-3% -$258K 4.43% 4
2022
Q3 		$8.58M Buy
22,207
+415
+2% +$173K 3.89% 4
2022
Q2 		$9.37M Buy
21,792
+5,961
+38% +$2.62M 4.03% 4
2022
Q1 		$6.99M Sell
15,831
-1,421
-8% -$576K 3.26% 4
2021
Q4 		$6.13M Sell
17,252
-437
-2% -$151K 2.96% 4
2021
Q3 		$6.1M Buy
17,689
+650
+4% +$235K 3.18% 3
2021
Q2 		$6.45M Sell
17,039
-18
-0.1% -$6.92K 3.51% 3
2021
Q1 		$6.3M Buy
17,057
+1,622
+11% +$556K 3.75% 3
2020
Q4 		$5.48M Buy
15,435
+1,979
+15% +$727K 3.64% 4
2020
Q3 		$5.16M Buy
+13,456
New +$5.14M 4.04% 3

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
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Jeppson Wealth Management's LMT Position: Q3 2026 in Review

Jeppson Wealth Management reduced its Lockheed Martin (LMT) stake by 1.9% in Q3 2026, selling an estimated $197K and leaving 18,866 shares worth $9.6M. The position accounts for 2.74% of the portfolio, ranked #5.

Jeppson Wealth Management first reported a position in LMT in Q3 2020 and has held it in 25 quarters since. The position peaked at $12.6M in Q3 2024. 1,848 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Jeppson Wealth Management held 18,866 shares of Lockheed Martin worth $9.6M as of Q3 2026.
  • Jeppson Wealth Management sold 358 Lockheed Martin shares in Q3 2026, an estimated $197K.
  • Lockheed Martin made up 2.74% of Jeppson Wealth Management's portfolio in Q3 2026, its #5 holding.
  • Jeppson Wealth Management first reported a position in Lockheed Martin in Q3 2020 and has held it in 25 quarters since.
  • Jeppson Wealth Management's Lockheed Martin position peaked at $12.6M in Q3 2024.
  • 1,848 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.