KFA Private Wealth Group’s Lockheed Martin LMT Stock Holding History

KFA Private Wealth Group’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	$498K	Hold	978	–	–	0.12%	81
2026 Q2	$498K	Buy	978 +331	+51%	+$179K	0.12%	81
2026 Q1	$391K	Buy	647 +28	+5%	+$17.2K	0.09%	103
2025 Q4	$299K	Sell	619 -56	-8%	-$26.8K	0.07%	122
2025 Q3	$337K	Buy	675 +7	+1%	+$3.18K	0.1%	95
2025 Q2	$309K	Sell	668 -13	-2%	-$6.08K	0.1%	101
2025 Q1	$304K	Buy	681 +11	+2%	+$5.06K	0.11%	84
2024 Q4	$326K	Hold	670	–	–	0.14%	68
2024 Q3	$392K	Buy	670 +13	+2%	+$6.98K	0.19%	57
2024 Q2	$307K	Buy	657 +178	+37%	+$82.3K	0.16%	62
2024 Q1	$218K	Buy	479 +5	+1%	+$2.19K	0.07%	95
2023 Q4	$215K	Buy	+474	New	+$210K	0.08%	78

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

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

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

KFA Private Wealth Group's LMT Position: Q3 2026 in Review

KFA Private Wealth Group held its Lockheed Martin (LMT) position steady in Q3 2026 at 978 shares worth $498K. The position accounts for 0.12% of the portfolio, ranked #81.

KFA Private Wealth Group first reported a position in LMT in Q4 2023 and has held it in 12 quarters since. The position peaked at $498K in Q2 2026. 1,682 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

KFA Private Wealth Group held 978 shares of Lockheed Martin worth $498K as of Q3 2026.
KFA Private Wealth Group left its Lockheed Martin share count unchanged in Q3 2026.
Lockheed Martin made up 0.12% of KFA Private Wealth Group's portfolio in Q3 2026, its #81 holding.
KFA Private Wealth Group first reported a position in Lockheed Martin in Q4 2023 and has held it in 12 quarters since.
KFA Private Wealth Group's Lockheed Martin position peaked at $498K in Q2 2026.
1,682 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.