Waldron Private Wealth
LMT icon

Waldron Private Wealth’s Lockheed Martin LMT Stock Holding History

Waldron Private Wealth’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 		$276K Buy
541
+78
+17% +$42.9K 0.01% 295
2026
Q2 		$236K Sell
463
-5
-1% -$2.7K 0.01% 317
2026
Q1 		$283K Buy
468
+23
+5% +$14.2K 0.01% 282
2025
Q4 		$215K Buy
445
+5
+1% +$2.39K 0.01% 306
2025
Q3 		$220K Sell
440
-27
-6% -$12.2K 0.01% 296
2025
Q2 		$216K Sell
467
-107
-19% -$50.1K 0.01% 284
2025
Q1 		$256K Sell
574
-1,104
-66% -$508K 0.01% 264
2024
Q4 		$815K Buy
1,678
+13
+0.8% +$7.09K 0.03% 193
2024
Q3 		$973K Buy
1,665
+252
+18% +$135K 0.04% 165
2024
Q2 		$660K Buy
1,413
+190
+16% +$87.8K 0.03% 193
2024
Q1 		$560K Sell
1,223
-232
-16% -$102K 0.03% 223
2023
Q4 		$659K Buy
1,455
+44
+3% +$19.5K 0.03% 198
2023
Q3 		$577K Sell
1,411
-90
-6% -$39.9K 0.03% 204
2023
Q2 		$691K Sell
1,501
-227
-13% -$105K 0.03% 193
2023
Q1 		$817K Buy
1,728
+396
+30% +$186K 0.04% 189
2022
Q4 		$514K Hold
1,332
– – 0.03% 234
2022
Q3 		$514K Sell
1,332
-3
-0.2% -$1.25K 0.03% 234
2022
Q2 		$573K Buy
1,335
+214
+19% +$94K 0.03% 229
2022
Q1 		$495K Buy
1,121
+8
+0.7% +$3.24K 0.03% 256
2021
Q4 		$395K Buy
1,113
+17
+2% +$5.88K 0.02% 279
2021
Q3 		$378K Buy
1,096
+33
+3% +$11.9K 0.02% 251
2021
Q2 		$402K Sell
1,063
-137
-11% -$52.7K 0.03% 234
2021
Q1 		$443K Buy
1,200
+366
+44% +$126K 0.03% 201
2020
Q4 		$296K Sell
834
-261
-24% -$95.9K 0.02% 229
2020
Q3 		$419K Buy
1,095
+242
+28% +$92.4K 0.04% 178
2020
Q2 		$311K Buy
+853
New +$322K 0.03% 195
2020
Q1 		– Sell
-548
Closed -$213K – 272
2019
Q4 		$213K Buy
+548
New +$210K 0.02% 253
2019
Q3 		– Sell
-713
Closed -$259K – 268
2019
Q2 		$259K Buy
+713
New +$239K 0.03% 205
2017
Q2 		– Sell
-1,002
Closed -$267K – 178
2017
Q1 		$267K Buy
+1,002
New +$262K 0.07% 178

Other funds holding LMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Waldron Private Wealth's LMT Position: Q3 2026 in Review

Waldron Private Wealth increased its Lockheed Martin (LMT) stake by 17% in Q3 2026, buying an estimated $42.9K and bringing the position to 541 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #295.

Waldron Private Wealth first reported a position in LMT in Q1 2017 and has held it in 29 quarters since. The position peaked at $973K in Q3 2024. 1,927 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Waldron Private Wealth held 541 shares of Lockheed Martin worth $276K as of Q3 2026.
  • Waldron Private Wealth bought 78 Lockheed Martin shares in Q3 2026, an estimated $42.9K.
  • Lockheed Martin made up 0.01% of Waldron Private Wealth's portfolio in Q3 2026, its #295 holding.
  • Waldron Private Wealth first reported a position in Lockheed Martin in Q1 2017 and has held it in 29 quarters since.
  • Waldron Private Wealth's Lockheed Martin position peaked at $973K in Q3 2024.
  • 1,927 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Waldron Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.