WAAG
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Wealth Alliance Advisory Group’s Lockheed Martin LMT Stock Holding History

Wealth Alliance 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 		$771K Buy
1,513
+64
+4% +$35.2K 0.11% 95
2026
Q2 		$738K Hold
1,449
– – 0.11% 98
2026
Q1 		$876K Buy
1,449
+1
+0.1% +$616 0.14% 92
2025
Q4 		$700K Buy
1,448
+85
+6% +$40.7K 0.12% 100
2025
Q3 		$680K Sell
1,363
-261
-16% -$118K 0.12% 92
2025
Q2 		$752K Buy
1,624
+203
+14% +$95K 0.14% 85
2025
Q1 		$635K Sell
1,421
-239
-14% -$110K 0.13% 96
2024
Q4 		$807K Sell
1,660
-96
-5% -$52.3K 0.17% 83
2024
Q3 		$1.03M Buy
1,756
+1,002
+133% +$538K 0.22% 73
2024
Q2 		$352K Hold
754
– – 0.08% 136
2024
Q1 		$343K Buy
754
+42
+6% +$18.4K 0.08% 133
2023
Q4 		$323K Buy
712
+2
+0.3% +$886 0.08% 134
2023
Q3 		$290K Buy
710
+2
+0.3% +$887 0.09% 134
2023
Q2 		$326K Hold
708
– – 0.12% 122
2023
Q1 		$335K Hold
708
– – 0.13% 113
2022
Q4 		$344K Sell
708
-14
-2% -$6.5K 0.13% 102
2022
Q3 		$279K Buy
722
+14
+2% +$5.85K 0.12% 107
2022
Q2 		$304K Sell
708
-65
-8% -$28.5K 0.14% 103
2022
Q1 		$341K Buy
773
+204
+36% +$82.7K 0.15% 102
2021
Q4 		$202K Buy
+569
New +$197K 0.09% 156

Other funds holding LMT

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
CNB
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
FWCM
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
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Wealth Alliance Advisory Group's LMT Position: Q3 2026 in Review

Wealth Alliance Advisory Group increased its Lockheed Martin (LMT) stake by 4.4% in Q3 2026, buying an estimated $35.2K and bringing the position to 1,513 shares worth $771K. The position accounts for 0.11% of the portfolio, ranked #95.

Wealth Alliance Advisory Group first reported a position in LMT in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.03M in Q3 2024. 330 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Wealth Alliance Advisory Group held 1,513 shares of Lockheed Martin worth $771K as of Q3 2026.
  • Wealth Alliance Advisory Group bought 64 Lockheed Martin shares in Q3 2026, an estimated $35.2K.
  • Lockheed Martin made up 0.11% of Wealth Alliance Advisory Group's portfolio in Q3 2026, its #95 holding.
  • Wealth Alliance Advisory Group first reported a position in Lockheed Martin in Q4 2021 and has held it in 20 quarters since.
  • Wealth Alliance Advisory Group's Lockheed Martin position peaked at $1.03M in Q3 2024.
  • 330 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.