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TrueNorth Wealth & Impact, LLC’s Lockheed Martin LMT Stock Holding History

TrueNorth Wealth & Impact, LLC’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 		$358K Buy
+703
New +$386K 0.14% 117

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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

TrueNorth Wealth & Impact, LLC's LMT Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Lockheed Martin (LMT) in Q3 2026: 703 shares worth $358K. The stake represents 0.14% of the portfolio and ranks #117 among its holdings.

2,463 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • TrueNorth Wealth & Impact, LLC held 703 shares of Lockheed Martin worth $358K as of Q3 2026.
  • Lockheed Martin was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
  • Lockheed Martin made up 0.14% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #117 holding.
  • 2,463 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.