Parkshore Wealth Management’s Lockheed Martin LMT Stock Holding History

Parkshore 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	$2.14M	Sell	4,194 -83	-2%	-$45.6K	0.54%	21
2026 Q2	$2.18M	Sell	4,277 -113	-3%	-$61.1K	0.63%	21
2026 Q1	$2.65M	Buy	4,390 +8	+0.2%	+$4.93K	0.89%	19
2025 Q4	$2.12M	Buy	4,382 +419	+11%	+$201K	0.8%	19
2025 Q3	$1.98M	Buy	3,963 +17	+0.4%	+$7.71K	0.81%	21
2025 Q2	$1.83M	Buy	3,946 +18	+0.5%	+$8.43K	0.89%	22
2025 Q1	$1.75M	Buy	3,928 +19	+0.5%	+$8.75K	1.02%	23
2024 Q4	$1.9M	Buy	+3,909	New	+$2.13M	1.14%	21

Other funds holding LMT

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

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

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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

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

Parkshore Wealth Management reduced its Lockheed Martin (LMT) stake by 1.9% in Q3 2026, selling an estimated $45.6K and leaving 4,194 shares worth $2.14M. The position accounts for 0.54% of the portfolio, ranked #21.

Parkshore Wealth Management first reported a position in LMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.65M in Q1 2026. 708 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

Parkshore Wealth Management held 4,194 shares of Lockheed Martin worth $2.14M as of Q3 2026.
Parkshore Wealth Management sold 83 Lockheed Martin shares in Q3 2026, an estimated $45.6K.
Lockheed Martin made up 0.54% of Parkshore Wealth Management's portfolio in Q3 2026, its #21 holding.
Parkshore Wealth Management first reported a position in Lockheed Martin in Q4 2024 and has held it in 8 quarters since.
Parkshore Wealth Management's Lockheed Martin position peaked at $2.65M in Q1 2026.
708 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

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