MCFP
LMT icon

McCarley & Cook Financial Planners’s Lockheed Martin LMT Stock Holding History

McCarley & Cook Financial Planners’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 		$50.2K Buy
99
+1
+1% +$550 0.04% 97
2026
Q2 		$49.9K Buy
98
+1
+1% +$541 0.04% 95
2026
Q1 		$58.8K Hold
97
– – 0.05% 88
2025
Q4 		$46.8K Buy
+97
New +$46.4K 0.04% 85

Other funds holding LMT

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
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

McCarley & Cook Financial Planners's LMT Position: Q3 2026 in Review

McCarley & Cook Financial Planners increased its Lockheed Martin (LMT) stake by 1% in Q3 2026, buying an estimated $550 and bringing the position to 99 shares worth $50.2K. The position accounts for 0.04% of the portfolio, ranked #97.

McCarley & Cook Financial Planners first reported a position in LMT in Q4 2025 and has held it in 4 quarters since. The position peaked at $58.8K in Q1 2026. 1,017 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • McCarley & Cook Financial Planners held 99 shares of Lockheed Martin worth $50.2K as of Q3 2026.
  • McCarley & Cook Financial Planners bought 1 Lockheed Martin share in Q3 2026, an estimated $550.
  • Lockheed Martin made up 0.04% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #97 holding.
  • McCarley & Cook Financial Planners first reported a position in Lockheed Martin in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's Lockheed Martin position peaked at $58.8K in Q1 2026.
  • 1,017 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.