U.S. Wealth Group’s Lockheed Martin LMT Stock Holding History

U.S. Wealth Group’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	$3.84M	Sell	7,548 -7	-0.1%	-$3.85K	2.19%	16
2026 Q2	$3.85M	Buy	7,555 +973	+15%	+$526K	2.3%	14
2026 Q1	$3.98M	Sell	6,582 -70	-1%	-$43.1K	2.69%	14
2025 Q4	$3.22M	Sell	6,652 -80	-1%	-$38.3K	2.12%	16
2025 Q3	$3.36M	Buy	6,732 +2,186	+48%	+$992K	2.2%	17
2025 Q2	$2.11M	Buy	4,546 +345	+8%	+$161K	1.64%	31
2025 Q1	$1.88M	Sell	4,201 -229	-5%	-$105K	1.49%	31
2024 Q4	$2.15M	Buy	+4,430	New	+$2.41M	1.63%	27

Other funds holding LMT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

U.S. Wealth Group's LMT Position: Q3 2026 in Review

U.S. Wealth Group reduced its Lockheed Martin (LMT) stake by 0.09% in Q3 2026, selling an estimated $3.85K and leaving 7,548 shares worth $3.84M. The position accounts for 2.19% of the portfolio, ranked #16.

U.S. Wealth Group first reported a position in LMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.98M in Q1 2026. 1,902 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

U.S. Wealth Group held 7,548 shares of Lockheed Martin worth $3.84M as of Q3 2026.
U.S. Wealth Group sold 7 Lockheed Martin shares in Q3 2026, an estimated $3.85K.
Lockheed Martin made up 2.19% of U.S. Wealth Group's portfolio in Q3 2026, its #16 holding.
U.S. Wealth Group first reported a position in Lockheed Martin in Q4 2024 and has held it in 8 quarters since.
U.S. Wealth Group's Lockheed Martin position peaked at $3.98M in Q1 2026.
1,902 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on U.S. Wealth Group's 13F filing for Q3 2026, filed 9 Nov 2026.