Powers Advisory Group
LMT icon

Powers Advisory Group’s Lockheed Martin LMT Stock Holding History

Powers Advisory Group’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 		$2.11M Sell
4,151
-98
-2% -$53.9K 0.64% 27
2026
Q2 		$2.16M Sell
4,249
-235
-5% -$127K 0.68% 26
2026
Q1 		$2.71M Sell
4,484
-44
-1% -$27.1K 0.96% 21
2025
Q4 		$2.19M Buy
4,528
+62
+1% +$29.7K 0.82% 22
2025
Q3 		$2.23M Sell
4,466
-54
-1% -$24.5K 0.89% 20
2025
Q2 		$2.09M Buy
4,520
+21
+0.5% +$9.8K 0.92% 21
2025
Q1 		$2.01M Sell
4,499
-48
-1% -$22.1K 0.96% 20
2024
Q4 		$2.21M Sell
4,547
-37
-0.8% -$20.2K 1.11% 19
2024
Q3 		$2.68M Buy
4,584
+10
+0.2% +$5.37K 1.34% 16
2024
Q2 		$2.14M Buy
4,574
+30
+0.7% +$13.9K 1.17% 19
2024
Q1 		$2.07M Buy
4,544
+46
+1% +$20.2K 1.18% 17
2023
Q4 		$2.04M Sell
4,498
-112
-2% -$49.6K 1.26% 17
2023
Q3 		$1.89M Sell
4,610
-53
-1% -$23.5K 1.28% 19
2023
Q2 		$2.15M Buy
4,663
+12
+0.3% +$5.57K 1.42% 15
2023
Q1 		$2.2M Buy
4,651
+38
+0.8% +$17.8K 1.54% 15
2022
Q4 		$2.24M Sell
4,613
-32
-0.7% -$14.9K 1.65% 15
2022
Q3 		$1.79M Sell
4,645
-24
-0.5% -$10K 1.43% 15
2022
Q2 		$2.01M Sell
4,669
-206
-4% -$90.5K 1.54% 15
2022
Q1 		$2.15M Buy
4,875
+68
+1% +$27.6K 1.5% 16
2021
Q4 		$1.71M Buy
+4,807
New +$1.66M 1.2% 21

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Powers Advisory Group's LMT Position: Q3 2026 in Review

Powers Advisory Group reduced its Lockheed Martin (LMT) stake by 2.3% in Q3 2026, selling an estimated $53.9K and leaving 4,151 shares worth $2.11M. The position accounts for 0.64% of the portfolio, ranked #27.

Powers Advisory Group first reported a position in LMT in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.71M in Q1 2026. 708 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Powers Advisory Group held 4,151 shares of Lockheed Martin worth $2.11M as of Q3 2026.
  • Powers Advisory Group sold 98 Lockheed Martin shares in Q3 2026, an estimated $53.9K.
  • Lockheed Martin made up 0.64% of Powers Advisory Group's portfolio in Q3 2026, its #27 holding.
  • Powers Advisory Group first reported a position in Lockheed Martin in Q4 2021 and has held it in 20 quarters since.
  • Powers Advisory Group's Lockheed Martin position peaked at $2.71M in Q1 2026.
  • 708 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.