Winthrop Advisory Group
LMT icon

Winthrop Advisory Group’s Lockheed Martin LMT Stock Holding History

Winthrop 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 		$522K Sell
1,025
-39
-4% -$21.4K 0.03% 119
2026
Q2 		$542K Sell
1,064
-262
-20% -$142K 0.04% 121
2026
Q1 		$802K Sell
1,326
-397
-23% -$245K 0.07% 85
2025
Q4 		$833K Sell
1,723
-321
-16% -$154K 0.07% 80
2025
Q3 		$1.02M Sell
2,044
-51
-2% -$23.1K 0.09% 69
2025
Q2 		$970K Buy
+2,095
New +$981K 0.09% 67
2024
Q4 		– Sell
-384
Closed -$224K – 164
2024
Q3 		$224K Buy
+384
New +$206K 0.03% 133
2022
Q2 		– Sell
-510
Closed -$225K – 135
2022
Q1 		$225K Buy
+510
New +$207K 0.05% 124
2021
Q2 		– Sell
-1,022
Closed -$378K – 139
2021
Q1 		$378K Buy
1,022
+320
+46% +$110K 0.09% 76
2020
Q4 		$249K Buy
702
+174
+33% +$64K 0.07% 107
2020
Q3 		$204K Buy
+528
New +$202K 0.06% 112

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
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
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Winthrop Advisory Group reduced its Lockheed Martin (LMT) stake by 3.7% in Q3 2026, selling an estimated $21.4K and leaving 1,025 shares worth $522K. The position accounts for 0.03% of the portfolio, ranked #119.

Winthrop Advisory Group first reported a position in LMT in Q3 2020 and has held it in 11 quarters since. The position peaked at $1.02M in Q3 2025. 1,798 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Winthrop Advisory Group held 1,025 shares of Lockheed Martin worth $522K as of Q3 2026.
  • Winthrop Advisory Group sold 39 Lockheed Martin shares in Q3 2026, an estimated $21.4K.
  • Lockheed Martin made up 0.03% of Winthrop Advisory Group's portfolio in Q3 2026, its #119 holding.
  • Winthrop Advisory Group first reported a position in Lockheed Martin in Q3 2020 and has held it in 11 quarters since.
  • Winthrop Advisory Group's Lockheed Martin position peaked at $1.02M in Q3 2025.
  • 1,798 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.