Premier Path Wealth Partners
LMT icon

Premier Path Wealth Partners’s Lockheed Martin LMT Stock Holding History

Premier Path 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 		$2.91M Buy
5,708
+128
+2% +$70.4K 0.34% 73
2026
Q2 		$2.84M Buy
5,580
+31
+0.6% +$16.8K 0.33% 75
2026
Q1 		$3.35M Buy
5,549
+176
+3% +$108K 0.44% 46
2025
Q4 		$2.6M Buy
5,373
+33
+0.6% +$15.8K 0.34% 69
2025
Q3 		$2.67M Sell
5,340
-54
-1% -$24.5K 0.34% 64
2025
Q2 		$2.5M Buy
5,394
+34
+0.6% +$15.9K 0.35% 64
2025
Q1 		$2.39M Sell
5,360
-191
-3% -$87.9K 0.37% 61
2024
Q4 		$2.7M Buy
5,551
+1,247
+29% +$680K 0.41% 51
2024
Q3 		$2.52M Sell
4,304
-1,883
-30% -$1.01M 0.4% 56
2024
Q2 		$2.89M Buy
6,187
+2,956
+91% +$1.37M 0.49% 43
2024
Q1 		$1.46M Sell
3,231
-55
-2% -$24.1K 0.28% 92
2023
Q4 		$1.49M Buy
+3,286
New +$1.46M 0.33% 69

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 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

Premier Path Wealth Partners's LMT Position: Q3 2026 in Review

Premier Path Wealth Partners increased its Lockheed Martin (LMT) stake by 2.3% in Q3 2026, buying an estimated $70.4K and bringing the position to 5,708 shares worth $2.91M. The position accounts for 0.34% of the portfolio, ranked #73.

Premier Path Wealth Partners first reported a position in LMT in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.35M in Q1 2026. 858 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Premier Path Wealth Partners held 5,708 shares of Lockheed Martin worth $2.91M as of Q3 2026.
  • Premier Path Wealth Partners bought 128 Lockheed Martin shares in Q3 2026, an estimated $70.4K.
  • Lockheed Martin made up 0.34% of Premier Path Wealth Partners's portfolio in Q3 2026, its #73 holding.
  • Premier Path Wealth Partners first reported a position in Lockheed Martin in Q4 2023 and has held it in 12 quarters since.
  • Premier Path Wealth Partners's Lockheed Martin position peaked at $3.35M in Q1 2026.
  • 858 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.