PW Nova Financial Services
LMT icon

PW Nova Financial Services’s Lockheed Martin LMT Stock Holding History

PW Nova Financial Services’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 		$2.18M Sell
4,287
-458
-10% -$252K 0.45% 58
2026
Q2 		$2.42M Sell
4,745
-13
-0.3% -$7.03K 0.52% 52
2026
Q1 		$2.88M Buy
4,758
+1,917
+67% +$1.18M 0.72% 37
2025
Q4 		$1.41M Buy
+2,841
New +$1.36M 0.53% 44

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
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

PW Nova Financial Services's LMT Position: Q3 2026 in Review

PW Nova Financial Services reduced its Lockheed Martin (LMT) stake by 9.7% in Q3 2026, selling an estimated $252K and leaving 4,287 shares worth $2.18M. The position accounts for 0.45% of the portfolio, ranked #58.

PW Nova Financial Services first reported a position in LMT in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.88M in Q1 2026. 2,463 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • PW Nova Financial Services held 4,287 shares of Lockheed Martin worth $2.18M as of Q3 2026.
  • PW Nova Financial Services sold 458 Lockheed Martin shares in Q3 2026, an estimated $252K.
  • Lockheed Martin made up 0.45% of PW Nova Financial Services's portfolio in Q3 2026, its #58 holding.
  • PW Nova Financial Services first reported a position in Lockheed Martin in Q4 2025 and has held it in 4 quarters since.
  • PW Nova Financial Services's Lockheed Martin position peaked at $2.88M in Q1 2026.
  • 2,463 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on PW Nova Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.