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Legacy Wealth Asset Management’s Lockheed Martin LMT Stock Holding History

Legacy Wealth Asset 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 		$749K Sell
1,470
-27
-2% -$14.8K 0.16% 180
2026
Q2 		$763K Sell
1,497
-29
-2% -$15.7K 0.17% 184
2026
Q1 		$922K Sell
1,526
-6
-0.4% -$3.7K 0.22% 134
2025
Q4 		$741K Buy
1,532
+25
+2% +$12K 0.18% 173
2025
Q3 		$752K Buy
1,507
+33
+2% +$15K 0.18% 171
2025
Q2 		$683K Hold
1,474
– – 0.17% 177
2025
Q1 		$658K Sell
1,474
-30
-2% -$13.8K 0.18% 178
2024
Q4 		$731K Sell
1,504
-36
-2% -$19.6K 0.2% 149
2024
Q3 		$900K Sell
1,540
-20
-1% -$10.7K 0.24% 108
2024
Q2 		$729K Sell
1,560
-35
-2% -$16.2K 0.21% 133
2024
Q1 		$726K Buy
1,595
+40
+3% +$17.5K 0.2% 145
2023
Q4 		$705K Buy
1,555
+1
+0.1% +$443 0.23% 136
2023
Q3 		$636K Hold
1,554
– – 0.23% 137
2023
Q2 		$715K Sell
1,554
-6
-0.4% -$2.79K 0.25% 123
2023
Q1 		$737K Sell
1,560
-14
-0.9% -$6.57K 0.27% 119
2022
Q4 		$766K Sell
1,574
-11
-0.7% -$5.11K 0.29% 115
2022
Q3 		$612K Sell
1,585
-865
-35% -$361K 0.27% 132
2022
Q2 		$1.05M Sell
2,450
-50
-2% -$22K 0.43% 66
2022
Q1 		$1.1M Buy
2,500
+93
+4% +$37.7K 0.39% 77
2021
Q4 		$855K Buy
2,407
+344
+17% +$119K 0.29% 135
2021
Q3 		$712K Buy
2,063
+73
+4% +$26.4K 0.33% 128
2021
Q2 		$753K Buy
1,990
+86
+5% +$33.1K 0.33% 125
2021
Q1 		$704K Buy
1,904
+147
+8% +$50.4K 0.33% 127
2020
Q4 		$624K Buy
+1,757
New +$646K 0.31% 132

Other funds holding LMT

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Legacy Wealth Asset Management's LMT Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Lockheed Martin (LMT) stake by 1.8% in Q3 2026, selling an estimated $14.8K and leaving 1,470 shares worth $749K. The position accounts for 0.16% of the portfolio, ranked #180.

Legacy Wealth Asset Management first reported a position in LMT in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.1M in Q1 2022. 144 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Legacy Wealth Asset Management held 1,470 shares of Lockheed Martin worth $749K as of Q3 2026.
  • Legacy Wealth Asset Management sold 27 Lockheed Martin shares in Q3 2026, an estimated $14.8K.
  • Lockheed Martin made up 0.16% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #180 holding.
  • Legacy Wealth Asset Management first reported a position in Lockheed Martin in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's Lockheed Martin position peaked at $1.1M in Q1 2022.
  • 144 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.