MFA Wealth Services’s Lockheed Martin LMT Stock Holding History

MFA Wealth Services’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	$326K	Buy	640 +28	+5%	+$15.4K	0.19%	108
2026 Q2	$312K	Sell	612 -8	-1%	-$4.32K	0.19%	110
2026 Q1	$374K	Buy	620 +15	+2%	+$9.24K	0.25%	93
2025 Q4	$293K	Buy	605 +8	+1%	+$3.83K	0.2%	101
2025 Q3	$298K	Buy	597 +18	+3%	+$8.17K	0.21%	95
2025 Q2	$268K	Hold	579	–	–	0.2%	98
2025 Q1	$259K	Buy	579 +11	+2%	+$5.06K	0.21%	92
2024 Q4	$276K	Buy	+568	New	+$310K	0.22%	89

Other funds holding LMT

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

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

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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

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

MFA Wealth Services increased its Lockheed Martin (LMT) stake by 4.6% in Q3 2026, buying an estimated $15.4K and bringing the position to 640 shares worth $326K. The position accounts for 0.19% of the portfolio, ranked #108.

MFA Wealth Services first reported a position in LMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $374K in Q1 2026. 708 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

MFA Wealth Services held 640 shares of Lockheed Martin worth $326K as of Q3 2026.
MFA Wealth Services bought 28 Lockheed Martin shares in Q3 2026, an estimated $15.4K.
Lockheed Martin made up 0.19% of MFA Wealth Services's portfolio in Q3 2026, its #108 holding.
MFA Wealth Services first reported a position in Lockheed Martin in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's Lockheed Martin position peaked at $374K in Q1 2026.
708 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.