Mindset Wealth Management
LMT icon

Mindset Wealth Management’s Lockheed Martin LMT Stock Holding History

Mindset Wealth 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 		$1.15M Buy
2,257
+143
+7% +$78.6K 0.2% 50
2026
Q2 		$1.08M Buy
2,114
+208
+11% +$112K 0.21% 56
2026
Q1 		$1.15M Buy
1,906
+187
+11% +$115K 0.31% 39
2025
Q4 		$832K Sell
1,719
-27
-2% -$12.9K 0.22% 50
2025
Q3 		$872K Buy
1,746
+36
+2% +$16.3K 0.24% 43
2025
Q2 		$792K Sell
1,710
-127
-7% -$59.4K 0.26% 40
2025
Q1 		$820K Buy
1,837
+437
+31% +$201K 0.32% 30
2024
Q4 		$680K Sell
1,400
-93
-6% -$50.7K 0.25% 40
2024
Q3 		$873K Buy
+1,493
New +$802K 0.36% 23

Other funds holding LMT

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Canal Insurance Company
Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return

Mindset Wealth Management's LMT Position: Q3 2026 in Review

Mindset Wealth Management increased its Lockheed Martin (LMT) stake by 6.8% in Q3 2026, buying an estimated $78.6K and bringing the position to 2,257 shares worth $1.15M. The position accounts for 0.2% of the portfolio, ranked #50.

Mindset Wealth Management first reported a position in LMT in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.15M in Q1 2026. 645 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Mindset Wealth Management held 2,257 shares of Lockheed Martin worth $1.15M as of Q3 2026.
  • Mindset Wealth Management bought 143 Lockheed Martin shares in Q3 2026, an estimated $78.6K.
  • Lockheed Martin made up 0.2% of Mindset Wealth Management's portfolio in Q3 2026, its #50 holding.
  • Mindset Wealth Management first reported a position in Lockheed Martin in Q3 2024 and has held it in 9 quarters since.
  • Mindset Wealth Management's Lockheed Martin position peaked at $1.15M in Q1 2026.
  • 645 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

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