Omni 360 Wealth
LMT icon

Omni 360 Wealth’s Lockheed Martin LMT Stock Holding History

Omni 360 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 		$432K Sell
848
-17
-2% -$9.34K 0.2% 94
2026
Q2 		$440K Hold
865
– – 0.2% 88
2026
Q1 		$523K Hold
865
– – 0.27% 77
2025
Q4 		$495K Hold
865
– – 0.25% 79
2025
Q3 		$432K Hold
865
– – 0.24% 78
2025
Q2 		$400K Hold
865
– – 0.25% 79
2025
Q1 		$386K Hold
865
– – 0.26% 74
2024
Q4 		$420K Sell
865
-110
-11% -$60K 0.28% 73
2024
Q3 		$570K Sell
975
-10
-1% -$5.37K 0.39% 62
2024
Q2 		$460K Sell
985
-4
-0.4% -$1.85K 0.35% 66
2024
Q1 		$450K Sell
989
-16
-2% -$7.01K 0.37% 64
2023
Q4 		$455K Buy
+1,005
New +$445K 0.43% 57

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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

Omni 360 Wealth's LMT Position: Q3 2026 in Review

Omni 360 Wealth reduced its Lockheed Martin (LMT) stake by 2% in Q3 2026, selling an estimated $9.34K and leaving 848 shares worth $432K. The position accounts for 0.2% of the portfolio, ranked #94.

Omni 360 Wealth first reported a position in LMT in Q4 2023 and has held it in 12 quarters since. The position peaked at $570K in Q3 2024. 2,463 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Omni 360 Wealth held 848 shares of Lockheed Martin worth $432K as of Q3 2026.
  • Omni 360 Wealth sold 17 Lockheed Martin shares in Q3 2026, an estimated $9.34K.
  • Lockheed Martin made up 0.2% of Omni 360 Wealth's portfolio in Q3 2026, its #94 holding.
  • Omni 360 Wealth first reported a position in Lockheed Martin in Q4 2023 and has held it in 12 quarters since.
  • Omni 360 Wealth's Lockheed Martin position peaked at $570K in Q3 2024.
  • 2,463 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Omni 360 Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.