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Tepp RIA’s Lockheed Martin LMT Stock Holding History

Tepp RIA’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 		$238K Hold
467
– – 0.16% 47
2026
Q2 		$238K Sell
467
-39
-8% -$21.1K 0.16% 44
2026
Q1 		$306K Hold
506
– – 0.24% 34
2025
Q4 		$245K Sell
506
-54
-10% -$25.8K 0.24% 33
2025
Q3 		$280K Sell
560
-32
-5% -$14.5K 0.32% 33
2025
Q2 		$274K Buy
592
+38
+7% +$17.8K 0.35% 25
2025
Q1 		$247K Sell
554
-182
-25% -$83.8K 0.34% 24
2024
Q4 		$358K Buy
+736
New +$401K 0.53% 20

Other funds holding LMT

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
American National Bank & Trust
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Tepp RIA's LMT Position: Q3 2026 in Review

Tepp RIA held its Lockheed Martin (LMT) position steady in Q3 2026 at 467 shares worth $238K. The position accounts for 0.16% of the portfolio, ranked #47.

Tepp RIA first reported a position in LMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $358K in Q4 2024. 566 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Tepp RIA held 467 shares of Lockheed Martin worth $238K as of Q3 2026.
  • Tepp RIA left its Lockheed Martin share count unchanged in Q3 2026.
  • Lockheed Martin made up 0.16% of Tepp RIA's portfolio in Q3 2026, its #47 holding.
  • Tepp RIA first reported a position in Lockheed Martin in Q4 2024 and has held it in 8 quarters since.
  • Tepp RIA's Lockheed Martin position peaked at $358K in Q4 2024.
  • 566 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Tepp RIA's 13F filing for Q3 2026, filed 14 Oct 2026.