Quantum Financial Advisors
LMT icon

Quantum Financial Advisors’s Lockheed Martin LMT Stock Holding History

Quantum Financial Advisors’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 		$312K Buy
613
+10
+2% +$5.5K 0.03% 178
2026
Q2 		$307K Sell
603
-12
-2% -$6.49K 0.03% 176
2026
Q1 		$372K Buy
615
+47
+8% +$29K 0.04% 134
2025
Q4 		$275K Buy
568
+1
+0.2% +$479 0.03% 168
2025
Q3 		$283K Sell
567
-30
-5% -$13.6K 0.03% 149
2025
Q2 		$276K Hold
597
– – 0.04% 140
2025
Q1 		$267K Sell
597
-12
-2% -$5.52K 0.04% 135
2024
Q4 		$296K Hold
609
– – 0.05% 128
2024
Q3 		$356K Hold
609
– – 0.06% 110
2024
Q2 		$284K Hold
609
– – 0.05% 123
2024
Q1 		$277K Buy
+609
New +$267K 0.05% 126
2023
Q4 		– Sell
-693
Closed -$283K – 128
2023
Q3 		$283K Buy
+693
New +$307K 0.08% 81

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

Quantum Financial Advisors's LMT Position: Q3 2026 in Review

Quantum Financial Advisors increased its Lockheed Martin (LMT) stake by 1.7% in Q3 2026, buying an estimated $5.5K and bringing the position to 613 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #178.

Quantum Financial Advisors first reported a position in LMT in Q3 2023 and has held it in 12 quarters since. The position peaked at $372K in Q1 2026. 1,927 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Quantum Financial Advisors held 613 shares of Lockheed Martin worth $312K as of Q3 2026.
  • Quantum Financial Advisors bought 10 Lockheed Martin shares in Q3 2026, an estimated $5.5K.
  • Lockheed Martin made up 0.03% of Quantum Financial Advisors's portfolio in Q3 2026, its #178 holding.
  • Quantum Financial Advisors first reported a position in Lockheed Martin in Q3 2023 and has held it in 12 quarters since.
  • Quantum Financial Advisors's Lockheed Martin position peaked at $372K in Q1 2026.
  • 1,927 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Quantum Financial Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.