Sheets Smith Wealth Management
LMT icon

Sheets Smith Wealth Management’s Lockheed Martin LMT Stock Holding History

Sheets Smith 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 		$450K Hold
883
– – 0.05% 300
2026
Q2 		$450K Buy
883
+1
+0.1% +$541 0.05% 307
2026
Q1 		$533K Buy
882
+9
+1% +$5.54K 0.06% 276
2025
Q4 		$422K Buy
873
+19
+2% +$9.09K 0.05% 299
2025
Q3 		$426K Hold
854
– – 0.05% 301
2025
Q2 		$395K Hold
854
– – 0.05% 311
2025
Q1 		$381K Buy
854
+1
+0.1% +$460 0.05% 280
2024
Q4 		$415K Buy
853
+20
+2% +$10.9K 0.05% 287
2024
Q3 		$487K Sell
833
-20
-2% -$10.7K 0.06% 258
2024
Q2 		$398K Sell
853
-12
-1% -$5.55K 0.05% 276
2024
Q1 		$393K Buy
865
+1
+0.1% +$438 0.04% 292
2023
Q4 		$392K Buy
864
+20
+2% +$8.86K 0.06% 258
2023
Q3 		$345K Sell
844
-1
-0.1% -$444 0.05% 255
2023
Q2 		$389K Buy
845
+1
+0.1% +$464 0.06% 239
2023
Q1 		$399K Buy
844
+7
+0.8% +$3.28K 0.06% 227
2022
Q4 		$407K Hold
837
– – 0.06% 220
2022
Q3 		$323K Buy
837
+2
+0.2% +$835 0.05% 236
2022
Q2 		$359K Buy
835
+3
+0.4% +$1.32K 0.06% 226
2022
Q1 		$367K Hold
832
– – 0.05% 250
2021
Q4 		$296K Buy
832
+1
+0.1% +$346 0.04% 309
2021
Q3 		$287K Sell
831
-31
-4% -$11.2K 0.04% 307
2021
Q2 		$326K Buy
862
+1
+0.1% +$384 0.04% 290
2021
Q1 		$318K Buy
861
+51
+6% +$17.5K 0.05% 266
2020
Q4 		$287K Buy
810
+86
+12% +$31.6K 0.04% 281
2020
Q3 		$278K Buy
724
+33
+5% +$12.6K 0.05% 244
2020
Q2 		$252K Sell
691
-24
-3% -$9.06K 0.05% 216
2020
Q1 		$242K Buy
715
+35
+5% +$13.8K 0.05% 228
2019
Q4 		$265K Buy
680
+25
+4% +$9.6K 0.05% 284
2019
Q3 		$256K Hold
655
– – 0.05% 267
2019
Q2 		$238K Buy
+655
New +$219K 0.05% 292

Other funds holding LMT

Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Sheets Smith Wealth Management's LMT Position: Q3 2026 in Review

Sheets Smith Wealth Management held its Lockheed Martin (LMT) position steady in Q3 2026 at 883 shares worth $450K. The position accounts for 0.05% of the portfolio, ranked #300.

Sheets Smith Wealth Management first reported a position in LMT in Q2 2019 and has held it in 30 quarters since. The position peaked at $533K in Q1 2026. 1,088 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Sheets Smith Wealth Management held 883 shares of Lockheed Martin worth $450K as of Q3 2026.
  • Sheets Smith Wealth Management left its Lockheed Martin share count unchanged in Q3 2026.
  • Lockheed Martin made up 0.05% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #300 holding.
  • Sheets Smith Wealth Management first reported a position in Lockheed Martin in Q2 2019 and has held it in 30 quarters since.
  • Sheets Smith Wealth Management's Lockheed Martin position peaked at $533K in Q1 2026.
  • 1,088 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.