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TrueWealth Advisors’s Lockheed Martin LMT Stock Holding History

TrueWealth Advisors’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 		$331K Sell
650
-3
-0.5% -$1.65K 0.07% 190
2026
Q2 		$333K Sell
653
-3
-0.5% -$1.62K 0.08% 191
2026
Q1 		$396K Sell
656
-47
-7% -$29K 0.1% 163
2025
Q4 		$340K Sell
703
-4
-0.6% -$1.91K 0.09% 181
2025
Q3 		$353K Hold
707
– – 0.1% 164
2025
Q2 		$327K Sell
707
-58
-8% -$27.1K 0.1% 163
2025
Q1 		$342K Sell
765
-6
-0.8% -$2.76K 0.11% 147
2024
Q4 		$375K Sell
771
-17
-2% -$9.27K 0.13% 150
2024
Q3 		$460K Sell
788
-12
-2% -$6.44K 0.15% 117
2024
Q2 		$374K Sell
800
-22
-3% -$10.2K 0.14% 121
2024
Q1 		$374K Sell
822
-27
-3% -$11.8K 0.14% 111
2023
Q4 		$385K Buy
849
+8
+1% +$3.54K 0.15% 111
2023
Q3 		$344K Buy
841
+11
+1% +$4.88K 0.15% 110
2023
Q2 		$382K Buy
830
+51
+7% +$23.7K 0.16% 101
2023
Q1 		$368K Buy
779
+34
+5% +$15.9K 0.15% 102
2022
Q4 		$362K Buy
745
+68
+10% +$31.6K 0.16% 109
2022
Q3 		$262K Buy
677
+48
+8% +$20K 0.12% 129
2022
Q2 		$270K Buy
629
+56
+10% +$24.6K 0.13% 129
2022
Q1 		$203K Hold
573
– – 0.09% 174
2021
Q4 		$203K Buy
+573
New +$198K 0.09% 174
2021
Q3 		– Sell
-537
Closed -$203K – 143
2021
Q2 		$203K Hold
537
– – 0.12% 128
2021
Q1 		$208K Buy
+537
New +$184K 0.14% 118

Other funds holding LMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
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
Welch Group
Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

TrueWealth Advisors's LMT Position: Q3 2026 in Review

TrueWealth Advisors reduced its Lockheed Martin (LMT) stake by 0.46% in Q3 2026, selling an estimated $1.65K and leaving 650 shares worth $331K. The position accounts for 0.07% of the portfolio, ranked #190.

TrueWealth Advisors first reported a position in LMT in Q1 2021 and has held it in 22 quarters since. The position peaked at $460K in Q3 2024. 1,165 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • TrueWealth Advisors held 650 shares of Lockheed Martin worth $331K as of Q3 2026.
  • TrueWealth Advisors sold 3 Lockheed Martin shares in Q3 2026, an estimated $1.65K.
  • Lockheed Martin made up 0.07% of TrueWealth Advisors's portfolio in Q3 2026, its #190 holding.
  • TrueWealth Advisors first reported a position in Lockheed Martin in Q1 2021 and has held it in 22 quarters since.
  • TrueWealth Advisors's Lockheed Martin position peaked at $460K in Q3 2024.
  • 1,165 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.