Maia Wealth’s Lockheed Martin LMT Stock Holding History

Maia Wealth’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	$1.67M	Sell	3,287 -45	-1%	-$24.7K	0.23%	121
2026 Q2	$1.7M	Buy	3,332 +30	+0.9%	+$16.2K	0.25%	112
2026 Q1	$2M	Buy	3,302 +18	+0.5%	+$11.1K	0.34%	89
2025 Q4	$2.09M	Sell	3,284 -569	-15%	-$272K	0.36%	81
2025 Q3	$1.74M	Sell	3,853 -47	-1%	-$21.3K	0.29%	95
2025 Q2	$1.81M	Buy	3,900 +72	+2%	+$33.7K	0.34%	78
2025 Q1	$1.82M	Buy	3,828 +80	+2%	+$36.8K	0.41%	64
2024 Q4	$1.89M	Buy	3,748 +8	+0.2%	+$4.36K	0.41%	60
2024 Q3	$2.11M	Sell	3,740 -42	-1%	-$22.6K	0.52%	47
2024 Q2	$1.75M	Buy	+3,782	New	+$1.75M	0.53%	49
2023 Q4	$538K	Buy	+1,187	New	+$526K	0.22%	93

Other funds holding LMT

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Maia Wealth's LMT Position: Q3 2026 in Review

Maia Wealth reduced its Lockheed Martin (LMT) stake by 1.4% in Q3 2026, selling an estimated $24.7K and leaving 3,287 shares worth $1.67M. The position accounts for 0.23% of the portfolio, ranked #121.

Maia Wealth first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.11M in Q3 2024. 1,226 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

Maia Wealth held 3,287 shares of Lockheed Martin worth $1.67M as of Q3 2026.
Maia Wealth sold 45 Lockheed Martin shares in Q3 2026, an estimated $24.7K.
Lockheed Martin made up 0.23% of Maia Wealth's portfolio in Q3 2026, its #121 holding.
Maia Wealth first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
Maia Wealth's Lockheed Martin position peaked at $2.11M in Q3 2024.
1,226 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.