VAG
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VisionPoint Advisory Group’s Lockheed Martin LMT Stock Holding History

VisionPoint Advisory 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 		$750K Sell
1,473
-26
-2% -$14.3K 0.12% 187
2026
Q2 		$764K Sell
1,499
-5
-0.3% -$2.7K 0.12% 188
2026
Q1 		$909K Sell
1,504
-993
-40% -$612K 0.17% 135
2025
Q4 		$1.21M Sell
2,497
-24
-1% -$11.5K 0.24% 104
2025
Q3 		$1.26M Sell
2,521
-163
-6% -$74K 0.25% 100
2025
Q2 		$1.24M Buy
2,684
+164
+7% +$76.8K 0.27% 99
2025
Q1 		$1.13M Sell
2,520
-2,206
-47% -$1.02M 0.39% 69
2024
Q4 		$2.28M Sell
4,726
-230
-5% -$125K 0.78% 34
2024
Q3 		$2.9M Sell
4,956
-223
-4% -$120K 0.98% 26
2024
Q2 		$2.42M Sell
5,179
-470
-8% -$217K 0.86% 33
2024
Q1 		$2.57M Buy
5,649
+411
+8% +$180K 0.93% 28
2023
Q4 		$2.37M Buy
5,238
+2,234
+74% +$990K 0.88% 29
2023
Q3 		$1.23M Buy
3,004
+125
+4% +$55.5K 0.53% 57
2023
Q2 		$1.33M Buy
2,879
+157
+6% +$72.9K 0.54% 54
2023
Q1 		$1.23M Sell
2,722
-1,133
-29% -$531K 0.54% 52
2022
Q4 		$1.86M Buy
3,855
+3,272
+561% +$1.52M 0.77% 35
2022
Q3 		$225K Buy
+583
New +$243K 0.11% 83
2019
Q4 		– Sell
-859
Closed -$331K – 136
2019
Q3 		$331K Buy
859
+134
+18% +$50.4K 0.09% 88
2019
Q2 		$264K Buy
+725
New +$243K 0.08% 105

Other funds holding LMT

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VisionPoint Advisory Group's LMT Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Lockheed Martin (LMT) stake by 1.7% in Q3 2026, selling an estimated $14.3K and leaving 1,473 shares worth $750K. The position accounts for 0.12% of the portfolio, ranked #187.

VisionPoint Advisory Group first reported a position in LMT in Q2 2019 and has held it in 19 quarters since. The position peaked at $2.9M in Q3 2024. 144 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • VisionPoint Advisory Group held 1,473 shares of Lockheed Martin worth $750K as of Q3 2026.
  • VisionPoint Advisory Group sold 26 Lockheed Martin shares in Q3 2026, an estimated $14.3K.
  • Lockheed Martin made up 0.12% of VisionPoint Advisory Group's portfolio in Q3 2026, its #187 holding.
  • VisionPoint Advisory Group first reported a position in Lockheed Martin in Q2 2019 and has held it in 19 quarters since.
  • VisionPoint Advisory Group's Lockheed Martin position peaked at $2.9M in Q3 2024.
  • 144 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.