WPG Advisers’s Lockheed Martin LMT Stock Holding History

WPG Advisers’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	$131K	Sell	258 -1	-0.4%	-$550	0.07%	159
2026 Q2	$132K	Sell	259 -46	-15%	-$24.9K	0.08%	157
2026 Q1	$184K	Sell	305 -198	-39%	-$122K	0.14%	88
2025 Q4	$243K	Sell	503 -16	-3%	-$7.66K	0.18%	70
2025 Q3	$259K	Sell	519 -45	-8%	-$20.4K	0.2%	61
2025 Q2	$261K	Buy	564 +12	+2%	+$5.62K	0.22%	61
2025 Q1	$247K	Sell	552 -88	-14%	-$40.5K	0.23%	65
2024 Q4	$311K	Buy	+640	New	+$349K	0.29%	59

Other funds holding LMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

WPG Advisers's LMT Position: Q3 2026 in Review

WPG Advisers reduced its Lockheed Martin (LMT) stake by 0.39% in Q3 2026, selling an estimated $550 and leaving 258 shares worth $131K. The position accounts for 0.07% of the portfolio, ranked #159.

WPG Advisers first reported a position in LMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $311K in Q4 2024. 1,226 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

WPG Advisers held 258 shares of Lockheed Martin worth $131K as of Q3 2026.
WPG Advisers sold 1 Lockheed Martin share in Q3 2026, an estimated $550.
Lockheed Martin made up 0.07% of WPG Advisers's portfolio in Q3 2026, its #159 holding.
WPG Advisers first reported a position in Lockheed Martin in Q4 2024 and has held it in 8 quarters since.
WPG Advisers's Lockheed Martin position peaked at $311K in Q4 2024.
1,226 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on WPG Advisers's 13F filing for Q3 2026, filed 27 Oct 2026.