True Wealth Design
LMT icon

True Wealth Design’s Lockheed Martin LMT Stock Holding History

True Wealth Design’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 		$363K Sell
712
-47
-6% -$25.8K 0.09% 58
2026
Q2 		$387K Buy
759
+43
+6% +$23.2K 0.09% 55
2026
Q1 		$433K Buy
716
+40
+6% +$24.6K 0.12% 39
2025
Q4 		$327K Buy
676
+26
+4% +$12.4K 0.1% 40
2025
Q3 		$325K Buy
650
+123
+23% +$55.8K 0.1% 39
2025
Q2 		$244K Buy
527
+1
+0.2% +$468 0.09% 39
2025
Q1 		$235K Buy
526
+11
+2% +$5.06K 0.09% 34
2024
Q4 		$250K Sell
515
-5
-1% -$2.73K 0.1% 26
2024
Q3 		$304K Sell
520
-1,788
-77% -$960K 0.12% 23
2024
Q2 		$1.08M Sell
2,308
-13
-0.6% -$6.01K 0.27% 30
2024
Q1 		$1.06M Buy
2,321
+71
+3% +$31.1K 0.26% 30
2023
Q4 		$1.02M Buy
2,250
+1,750
+350% +$775K 0.29% 28
2023
Q3 		$204K Hold
500
– – 0.07% 114
2023
Q2 		$230K Hold
500
– – 0.08% 111
2023
Q1 		$236K Sell
500
-1,651
-77% -$774K 0.1% 115
2022
Q4 		$1.05M Buy
+2,151
New +$1000K 0.48% 26

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
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
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

True Wealth Design's LMT Position: Q3 2026 in Review

True Wealth Design reduced its Lockheed Martin (LMT) stake by 6.2% in Q3 2026, selling an estimated $25.8K and leaving 712 shares worth $363K. The position accounts for 0.09% of the portfolio, ranked #58.

True Wealth Design first reported a position in LMT in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.08M in Q2 2024. 858 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • True Wealth Design held 712 shares of Lockheed Martin worth $363K as of Q3 2026.
  • True Wealth Design sold 47 Lockheed Martin shares in Q3 2026, an estimated $25.8K.
  • Lockheed Martin made up 0.09% of True Wealth Design's portfolio in Q3 2026, its #58 holding.
  • True Wealth Design first reported a position in Lockheed Martin in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Lockheed Martin position peaked at $1.08M in Q2 2024.
  • 858 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.