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Milestone Asset Management’s Lockheed Martin LMT Stock Holding History

Milestone 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 		$1.12M Sell
2,206
-550
-20% -$302K 0.18% 126
2026
Q2 		$1.4M Buy
2,756
+300
+12% +$162K 0.22% 103
2026
Q1 		$1.48M Sell
2,456
-1,181
-32% -$728K 0.27% 88
2025
Q4 		$1.76M Buy
3,637
+700
+24% +$335K 0.33% 66
2025
Q3 		$1.47M Sell
2,937
-343
-10% -$156K 0.28% 67
2025
Q2 		$1.52M Sell
3,280
-565
-15% -$264K 0.32% 59
2025
Q1 		$1.72M Sell
3,845
-188
-5% -$86.5K 0.37% 60
2024
Q4 		$1.96M Sell
4,033
-525
-12% -$286K 0.43% 61
2024
Q3 		$2.66M Sell
4,558
-851
-16% -$457K 0.6% 36
2024
Q2 		$2.53M Buy
5,409
+2,018
+60% +$933K 0.63% 36
2024
Q1 		$1.54M Buy
3,391
+2,438
+256% +$1.07M 0.44% 53
2023
Q4 		$432K Buy
953
+133
+16% +$58.9K 0.14% 42
2023
Q3 		$334K Sell
820
-99
-11% -$43.9K 0.12% 56
2023
Q2 		$423K Sell
919
-78
-8% -$36.2K 0.19% 37
2023
Q1 		$471K Buy
997
+522
+110% +$245K 0.27% 40
2022
Q4 		$209K Buy
+475
New +$221K 0.12% 68

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Milestone Asset Management's LMT Position: Q3 2026 in Review

Milestone Asset Management reduced its Lockheed Martin (LMT) stake by 20% in Q3 2026, selling an estimated $302K and leaving 2,206 shares worth $1.12M. The position accounts for 0.18% of the portfolio, ranked #126.

Milestone Asset Management first reported a position in LMT in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.66M in Q3 2024. 2,182 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Milestone Asset Management held 2,206 shares of Lockheed Martin worth $1.12M as of Q3 2026.
  • Milestone Asset Management sold 550 Lockheed Martin shares in Q3 2026, an estimated $302K.
  • Lockheed Martin made up 0.18% of Milestone Asset Management's portfolio in Q3 2026, its #126 holding.
  • Milestone Asset Management first reported a position in Lockheed Martin in Q4 2022 and has held it in 16 quarters since.
  • Milestone Asset Management's Lockheed Martin position peaked at $2.66M in Q3 2024.
  • 2,182 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.