Precedent Wealth Partners
LMT icon

Precedent Wealth Partners’s Lockheed Martin LMT Stock Holding History

Precedent Wealth Partners’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 		$2.89M Buy
5,673
+919
+19% +$505K 0.44% 69
2026
Q2 		$2.42M Buy
4,754
+424
+10% +$229K 0.4% 74
2026
Q1 		$2.62M Buy
4,330
+102
+2% +$62.8K 0.52% 61
2025
Q4 		$2.05M Buy
4,228
+324
+8% +$155K 0.43% 72
2025
Q3 		$1.95M Buy
3,904
+253
+7% +$115K 0.43% 71
2025
Q2 		$1.69M Buy
3,651
+315
+9% +$147K 0.41% 70
2025
Q1 		$1.49M Buy
3,336
+443
+15% +$204K 0.41% 75
2024
Q4 		$1.41M Buy
2,893
+119
+4% +$64.9K 0.46% 62
2024
Q3 		$1.62M Buy
2,774
+304
+12% +$163K 0.53% 46
2024
Q2 		$1.15M Buy
2,470
+164
+7% +$75.8K 0.46% 57
2024
Q1 		$1.05M Buy
2,306
+197
+9% +$86.3K 0.45% 54
2023
Q4 		$956K Buy
+2,109
New +$934K 0.49% 47

Other funds holding LMT

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Precedent Wealth Partners's LMT Position: Q3 2026 in Review

Precedent Wealth Partners increased its Lockheed Martin (LMT) stake by 19% in Q3 2026, buying an estimated $505K and bringing the position to 5,673 shares worth $2.89M. The position accounts for 0.44% of the portfolio, ranked #69.

Precedent Wealth Partners first reported a position in LMT in Q4 2023 and has held it in 12 quarters since. 1,927 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Precedent Wealth Partners held 5,673 shares of Lockheed Martin worth $2.89M as of Q3 2026.
  • Precedent Wealth Partners bought 919 Lockheed Martin shares in Q3 2026, an estimated $505K.
  • Lockheed Martin made up 0.44% of Precedent Wealth Partners's portfolio in Q3 2026, its #69 holding.
  • Precedent Wealth Partners first reported a position in Lockheed Martin in Q4 2023 and has held it in 12 quarters since.
  • 1,927 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

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