Valeo Financial Advisors
LMT icon

Valeo Financial Advisors’s Lockheed Martin LMT Stock Holding History

Valeo Financial 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
2025
Q1 		– Sell
-1,700
Closed -$826K – 732
2024
Q4 		$826K Buy
+1,700
New +$927K 0.02% 307

Other funds holding LMT

Confluence Investment Management
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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
AP
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
ANBT
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
SAM
Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Valeo Financial Advisors's LMT Position: Q3 2026 in Review

Valeo Financial Advisors increased its Lockheed Martin (LMT) stake by 5.8% in Q3 2026, buying an estimated $418K and bringing the position to 13,838 shares worth $7.05M. The position accounts for 0.15% of the portfolio, ranked #73.

Valeo Financial Advisors first reported a position in LMT in Q3 2017 and has held it in 37 quarters since. The position peaked at $8.6M in Q3 2024. 403 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Valeo Financial Advisors held 13,838 shares of Lockheed Martin worth $7.05M as of Q3 2026.
  • Valeo Financial Advisors bought 760 Lockheed Martin shares in Q3 2026, an estimated $418K.
  • Lockheed Martin made up 0.15% of Valeo Financial Advisors's portfolio in Q3 2026, its #73 holding.
  • Valeo Financial Advisors first reported a position in Lockheed Martin in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's Lockheed Martin position peaked at $8.6M in Q3 2024.
  • 403 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.