LWA
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LifeGoal Wealth Advisors’s Lockheed Martin LMT Stock Holding History

LifeGoal Wealth Advisors’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 		– Sell
-464
Closed -$236K – 221
2026
Q2 		$236K Sell
464
-42
-8% -$22.7K 0.11% 126
2026
Q1 		$313K Buy
+506
New +$312K 0.18% 76

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

LifeGoal Wealth Advisors's LMT Position: Q3 2026 in Review

LifeGoal Wealth Advisors sold out of Lockheed Martin (LMT) in Q3 2026, closing a stake of 464 shares — an estimated $236K sold.

LifeGoal Wealth Advisors first reported a position in LMT in Q1 2026 and held it in 2 quarters. The position peaked at $313K in Q1 2026. 144 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • LifeGoal Wealth Advisors reported no remaining Lockheed Martin position as of Q3 2026 after selling out during the quarter.
  • LifeGoal Wealth Advisors sold 464 Lockheed Martin shares in Q3 2026, an estimated $236K.
  • LifeGoal Wealth Advisors first reported a position in Lockheed Martin in Q1 2026 and held it in 2 quarters.
  • LifeGoal Wealth Advisors's Lockheed Martin position peaked at $313K in Q1 2026.
  • 144 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.