Retirement Wealth Solutions
LMT icon

Retirement Wealth Solutions’s Lockheed Martin LMT Stock Holding History

Retirement Wealth Solutions’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 		$15.6K Buy
31
+1
+3% +$550 0.01% 209
2026
Q2 		$15.1K Hold
30
– – 0.01% 185
2026
Q1 		$17.9K Sell
30
-1
-3% -$616 0.01% 160
2025
Q4 		$14.8K Hold
31
– – 0.01% 183
2025
Q3 		$15.2K Hold
31
– – 0.01% 184
2025
Q2 		$14.1K Buy
31
+1
+3% +$468 0.01% 191
2025
Q1 		$13.6K Hold
30
– – 0.01% 182
2024
Q4 		$14.2K Buy
+30
New +$16.4K 0.01% 183

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

Retirement Wealth Solutions's LMT Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Lockheed Martin (LMT) stake by 3.3% in Q3 2026, buying an estimated $550 and bringing the position to 31 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #209.

Retirement Wealth Solutions first reported a position in LMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $17.9K in Q1 2026. 2,463 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Retirement Wealth Solutions held 31 shares of Lockheed Martin worth $15.6K as of Q3 2026.
  • Retirement Wealth Solutions bought 1 Lockheed Martin share in Q3 2026, an estimated $550.
  • Lockheed Martin made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #209 holding.
  • Retirement Wealth Solutions first reported a position in Lockheed Martin in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's Lockheed Martin position peaked at $17.9K in Q1 2026.
  • 2,463 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.