Orca Wealth Management’s Lockheed Martin LMT Stock Holding History

Orca 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	$1.28M	Sell	2,521 -16	-0.6%	-$8.8K	0.77%	35
2026 Q2	$1.29M	Hold	2,537	–	–	0.78%	34
2026 Q1	$1.53M	Buy	2,537 +3	+0.1%	+$1.85K	1.09%	35
2025 Q4	$1.62M	Buy	2,534 +15	+0.6%	+$7.18K	1.16%	31
2025 Q3	$1.26M	Sell	2,519 -108	-4%	-$49K	0.95%	37
2025 Q2	$1.22M	Buy	2,627 +4	+0.2%	+$1.87K	1.02%	37
2025 Q1	$1.17M	Buy	2,623 +10	+0.4%	+$4.6K	1.05%	34
2024 Q4	$1.27M	Buy	+2,613	New	+$1.42M	1.14%	31

Other funds holding LMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

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

Orca Wealth Management reduced its Lockheed Martin (LMT) stake by 0.63% in Q3 2026, selling an estimated $8.8K and leaving 2,521 shares worth $1.28M. The position accounts for 0.77% of the portfolio, ranked #35.

Orca Wealth Management first reported a position in LMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.62M in Q4 2025. 1,226 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

Orca Wealth Management held 2,521 shares of Lockheed Martin worth $1.28M as of Q3 2026.
Orca Wealth Management sold 16 Lockheed Martin shares in Q3 2026, an estimated $8.8K.
Lockheed Martin made up 0.77% of Orca Wealth Management's portfolio in Q3 2026, its #35 holding.
Orca Wealth Management first reported a position in Lockheed Martin in Q4 2024 and has held it in 8 quarters since.
Orca Wealth Management's Lockheed Martin position peaked at $1.62M in Q4 2025.
1,226 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.