PTM Wealth Management’s Lockheed Martin LMT Stock Holding History

PTM 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	$675K	Buy	1,322 +443	+50%	+$244K	0.29%	25
2026 Q2	$512K	Buy	879 +6	+0.7%	+$3.24K	0.23%	31
2026 Q1	$557K	Buy	873 +5	+0.6%	+$3.08K	0.3%	28
2025 Q4	$444K	Buy	868 +6	+0.7%	+$2.87K	0.25%	30
2025 Q3	$443K	Buy	862 +6	+0.7%	+$2.72K	0.26%	31
2025 Q2	$396K	Buy	856 +6	+0.7%	+$2.81K	0.26%	29
2025 Q1	$377K	Buy	+850	New	+$391K	0.4%	26

Other funds holding LMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

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

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

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

PTM Wealth Management increased its Lockheed Martin (LMT) stake by 50% in Q3 2026, buying an estimated $244K and bringing the position to 1,322 shares worth $675K. The position accounts for 0.29% of the portfolio, ranked #25.

PTM Wealth Management first reported a position in LMT in Q1 2025 and has held it in 7 quarters since. 1,197 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

PTM Wealth Management held 1,322 shares of Lockheed Martin worth $675K as of Q3 2026.
PTM Wealth Management bought 443 Lockheed Martin shares in Q3 2026, an estimated $244K.
Lockheed Martin made up 0.29% of PTM Wealth Management's portfolio in Q3 2026, its #25 holding.
PTM Wealth Management first reported a position in Lockheed Martin in Q1 2025 and has held it in 7 quarters since.
1,197 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on PTM Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.