Pines Wealth Management
LMT icon

Pines Wealth Management’s Lockheed Martin LMT Stock Holding History

Pines 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 		$1.45M Buy
2,846
+13
+0.5% +$7.15K 0.41% 66
2026
Q2 		$1.44M Buy
2,833
+23
+0.8% +$12.4K 0.42% 66
2026
Q1 		$1.7M Buy
2,810
+29
+1% +$17.9K 0.55% 42
2025
Q4 		$1.35M Sell
2,781
-18
-0.6% -$8.61K 0.43% 56
2025
Q3 		$1.4M Buy
2,799
+302
+12% +$137K 0.47% 51
2025
Q2 		$1.15M Buy
2,497
+173
+7% +$81K 0.41% 61
2025
Q1 		$1.03M Buy
2,324
+388
+20% +$179K 0.48% 54
2024
Q4 		$906K Buy
+1,936
New +$1.06M 0.39% 64

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Pines Wealth Management increased its Lockheed Martin (LMT) stake by 0.46% in Q3 2026, buying an estimated $7.15K and bringing the position to 2,846 shares worth $1.45M. The position accounts for 0.41% of the portfolio, ranked #66.

Pines Wealth Management first reported a position in LMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.7M in Q1 2026. 2,320 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Pines Wealth Management held 2,846 shares of Lockheed Martin worth $1.45M as of Q3 2026.
  • Pines Wealth Management bought 13 Lockheed Martin shares in Q3 2026, an estimated $7.15K.
  • Lockheed Martin made up 0.41% of Pines Wealth Management's portfolio in Q3 2026, its #66 holding.
  • Pines Wealth Management first reported a position in Lockheed Martin in Q4 2024 and has held it in 8 quarters since.
  • Pines Wealth Management's Lockheed Martin position peaked at $1.7M in Q1 2026.
  • 2,320 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Pines Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.