Wealth Quarterback
LMT icon

Wealth Quarterback’s Lockheed Martin LMT Stock Holding History

Wealth Quarterback’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 		$1.72M Buy
3,373
+64
+2% +$35.2K 0.52% 36
2026
Q2 		$1.69M Buy
3,309
+213
+7% +$115K 0.52% 40
2026
Q1 		$1.87M Sell
3,096
-289
-9% -$178K 0.74% 31
2025
Q4 		$1.64M Buy
3,385
+242
+8% +$116K 0.59% 32
2025
Q3 		$1.57M Buy
3,143
+12
+0.4% +$5.44K 0.61% 35
2025
Q2 		$1.45M Sell
3,131
-528
-14% -$247K 0.69% 33
2025
Q1 		$1.63M Buy
3,659
+1,141
+45% +$525K 0.92% 24
2024
Q4 		$1.22M Buy
2,518
+46
+2% +$25.1K 0.57% 31
2024
Q3 		$1.45M Buy
2,472
+2
+0.1% +$1.07K 0.75% 28
2024
Q2 		$1.15M Buy
2,470
+491
+25% +$227K 0.65% 29
2024
Q1 		$900K Buy
1,979
+61
+3% +$26.7K 0.5% 42
2023
Q4 		$869K Buy
1,918
+8
+0.4% +$3.54K 0.53% 43
2023
Q3 		$781K Buy
1,910
+1,326
+227% +$588K 0.68% 33
2023
Q2 		$269K Buy
584
+48
+9% +$22.3K 0.19% 89
2023
Q1 		$254K Sell
536
-17
-3% -$7.97K 0.22% 92
2022
Q4 		$269K Buy
553
+10
+2% +$4.65K 0.22% 87
2022
Q3 		$210K Sell
543
-8
-1% -$3.34K 0.22% 96
2022
Q2 		$237K Buy
+551
New +$242K 0.18% 97
2021
Q3 		$195K Sell
564
-68
-11% -$24.6K 0.13% 112
2021
Q2 		$240K Buy
+632
New +$243K 0.15% 103
2020
Q4 		$295K Buy
+831
New +$305K 0.25% 86
2020
Q2 		– Sell
-458
Closed -$155K – 471
2020
Q1 		$155K Sell
458
-2,374
-84% -$934K 0.14% 122
2019
Q4 		$185K Buy
+2,832
New +$1.09M 0.16% 113

Other funds holding LMT

Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Wealth Quarterback's LMT Position: Q3 2026 in Review

Wealth Quarterback increased its Lockheed Martin (LMT) stake by 1.9% in Q3 2026, buying an estimated $35.2K and bringing the position to 3,373 shares worth $1.72M. The position accounts for 0.52% of the portfolio, ranked #36.

Wealth Quarterback first reported a position in LMT in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.87M in Q1 2026. 895 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Wealth Quarterback held 3,373 shares of Lockheed Martin worth $1.72M as of Q3 2026.
  • Wealth Quarterback bought 64 Lockheed Martin shares in Q3 2026, an estimated $35.2K.
  • Lockheed Martin made up 0.52% of Wealth Quarterback's portfolio in Q3 2026, its #36 holding.
  • Wealth Quarterback first reported a position in Lockheed Martin in Q4 2019 and has held it in 23 quarters since.
  • Wealth Quarterback's Lockheed Martin position peaked at $1.87M in Q1 2026.
  • 895 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.