Mitchell & Pahl Private Wealth
LMT icon

Mitchell & Pahl Private Wealth’s Lockheed Martin LMT Stock Holding History

Mitchell & Pahl Private 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 		$887K Hold
1,741
– – 0.32% 97
2026
Q2 		$887K Hold
1,741
– – 0.33% 99
2026
Q1 		$1.05M Buy
1,741
+100
+6% +$61.6K 0.43% 80
2025
Q4 		$794K Buy
1,641
+52
+3% +$24.9K 0.33% 105
2025
Q3 		$793K Hold
1,589
– – 0.33% 107
2025
Q2 		$736K Buy
1,589
+33
+2% +$15.4K 0.33% 109
2025
Q1 		$695K Hold
1,556
– – 0.32% 104
2024
Q4 		$756K Sell
1,556
-17
-1% -$9.27K 0.35% 99
2024
Q3 		$920K Buy
+1,573
New +$845K 0.43% 86

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

Mitchell & Pahl Private Wealth's LMT Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth held its Lockheed Martin (LMT) position steady in Q3 2026 at 1,741 shares worth $887K. The position accounts for 0.32% of the portfolio, ranked #97.

Mitchell & Pahl Private Wealth first reported a position in LMT in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.05M in Q1 2026. 1,226 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Mitchell & Pahl Private Wealth held 1,741 shares of Lockheed Martin worth $887K as of Q3 2026.
  • Mitchell & Pahl Private Wealth left its Lockheed Martin share count unchanged in Q3 2026.
  • Lockheed Martin made up 0.32% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #97 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Lockheed Martin in Q3 2024 and has held it in 9 quarters since.
  • Mitchell & Pahl Private Wealth's Lockheed Martin position peaked at $1.05M in Q1 2026.
  • 1,226 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.