MFA Wealth Advisors
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MFA Wealth Advisors’s Lockheed Martin LMT Stock Holding History

MFA 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
-393
Closed -$200K – 98
2026
Q2 		$200K Sell
393
-5,068
-93% -$2.74M 0.03% 99
2026
Q1 		$3.3M Buy
5,461
+146
+3% +$89.9K 0.65% 32
2025
Q4 		$2.57M Buy
5,315
+406
+8% +$194K 0.54% 34
2025
Q3 		$2.45M Buy
4,909
+208
+4% +$94.4K 0.54% 35
2025
Q2 		$2.18M Sell
4,701
-74
-2% -$34.6K 0.51% 38
2025
Q1 		$2.13M Buy
4,775
+598
+14% +$275K 0.53% 34
2024
Q4 		$2.03M Buy
4,177
+359
+9% +$196K 0.52% 33
2024
Q3 		$2.23M Buy
3,818
+713
+23% +$383K 0.49% 40
2024
Q2 		$1.45M Buy
3,105
+344
+12% +$159K 0.32% 47
2024
Q1 		$1.26M Buy
2,761
+615
+29% +$270K 0.33% 43
2023
Q4 		$973K Buy
2,146
+945
+79% +$419K 0.27% 46
2023
Q3 		$491K Sell
1,201
-2,550
-68% -$1.13M 0.15% 59
2023
Q2 		$1.73M Buy
3,751
+105
+3% +$48.7K 0.54% 29
2023
Q1 		$1.72M Buy
3,646
+46
+1% +$21.6K 0.57% 27
2022
Q4 		$1.75M Sell
3,600
-227
-6% -$105K 0.63% 27
2022
Q3 		$1.48M Buy
3,827
+200
+6% +$83.5K 0.55% 30
2022
Q2 		$1.55M Buy
3,627
+286
+9% +$126K 0.56% 31
2022
Q1 		$1.46M Buy
+3,341
New +$1.35M 0.47% 34
2020
Q3 		– Sell
-17
Closed -$6.2K – 135
2020
Q2 		$6.2K Buy
+17
New +$6.42K ﹤0.01% 191

Other funds holding LMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

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

MFA Wealth Advisors sold out of Lockheed Martin (LMT) in Q3 2026, closing a stake of 393 shares — an estimated $200K sold.

MFA Wealth Advisors first reported a position in LMT in Q2 2020 and held it in 19 quarters. The position peaked at $3.3M in Q1 2026. 1,226 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • MFA Wealth Advisors reported no remaining Lockheed Martin position as of Q3 2026 after selling out during the quarter.
  • MFA Wealth Advisors sold 393 Lockheed Martin shares in Q3 2026, an estimated $200K.
  • MFA Wealth Advisors first reported a position in Lockheed Martin in Q2 2020 and held it in 19 quarters.
  • MFA Wealth Advisors's Lockheed Martin position peaked at $3.3M in Q1 2026.
  • 1,226 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.