Lakeridge Wealth Management
LMT icon

Lakeridge Wealth Management’s Lockheed Martin LMT Stock Holding History

Lakeridge 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 		$351K Sell
689
-106
-13% -$58.3K 0.13% 121
2026
Q2 		$405K Sell
795
-4
-0.5% -$2.16K 0.15% 121
2026
Q1 		$483K Buy
799
+71
+10% +$43.7K 0.21% 96
2025
Q4 		$352K Buy
728
+6
+0.8% +$2.87K 0.16% 119
2025
Q3 		$361K Sell
722
-20
-3% -$9.07K 0.16% 104
2025
Q2 		$343K Buy
742
+4
+0.5% +$1.87K 0.16% 109
2025
Q1 		$330K Buy
738
+30
+4% +$13.8K 0.16% 110
2024
Q4 		$344K Buy
708
+4
+0.6% +$2.18K 0.18% 106
2024
Q3 		$412K Sell
704
-86
-11% -$46.2K 0.23% 86
2024
Q2 		$369K Buy
790
+3
+0.4% +$1.39K 0.22% 92
2024
Q1 		$358K Sell
787
-15
-2% -$6.57K 0.23% 85
2023
Q4 		$364K Buy
+802
New +$355K 0.26% 79

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

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

Lakeridge Wealth Management reduced its Lockheed Martin (LMT) stake by 13% in Q3 2026, selling an estimated $58.3K and leaving 689 shares worth $351K. The position accounts for 0.13% of the portfolio, ranked #121.

Lakeridge Wealth Management first reported a position in LMT in Q4 2023 and has held it in 12 quarters since. The position peaked at $483K in Q1 2026. 2,463 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Lakeridge Wealth Management held 689 shares of Lockheed Martin worth $351K as of Q3 2026.
  • Lakeridge Wealth Management sold 106 Lockheed Martin shares in Q3 2026, an estimated $58.3K.
  • Lockheed Martin made up 0.13% of Lakeridge Wealth Management's portfolio in Q3 2026, its #121 holding.
  • Lakeridge Wealth Management first reported a position in Lockheed Martin in Q4 2023 and has held it in 12 quarters since.
  • Lakeridge Wealth Management's Lockheed Martin position peaked at $483K in Q1 2026.
  • 2,463 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Lakeridge Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.