Dynamic Wealth Strategies, LLC LMT — LOCKHEED MARTIN CORP

Ownership history in Dynamic Wealth Strategies, LLC  ·  10 quarters on record

AI Ownership Summary

Dynamic Wealth Strategies, LLC reported LOCKHEED MARTIN CORP (LMT) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.24% in 2026 Q1. The latest visible filing shows LMT at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dynamic Wealth Strategies, LLC's position in LOCKHEED MARTIN CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LMT was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LMT stock page Dynamic Wealth Strategies, LLC fund profile Dynamic Wealth Strategies, LLC full holdings
How Dynamic Wealth Strategies, LLC held LMT — position size vs. price
% of Fund (quarterly)    LMT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 697 -53 -7.1% 0.24% $421K 2026-05-13 $519.94
2025 Q4 ADDED — — — 750 +121 +19.2% 0.22% $363K 2026-02-04 $599.60
2025 Q3 ADDED — — — 629 +126 +25.0% 0.21% $314K 2025-10-29 $479.15
2025 Q2 REDUCED 6.9% +7.0% ❌ 503 -37 -6.9% 0.17% $233K 2025-08-13 $433.77
2025 Q1 ADDED — — — 540 +17 +3.3% 0.20% $241K 2025-05-13 $447.60
2024 Q4 ADDED — — — 523 +48 +10.1% 0.23% $254K 2025-02-13 $420.06
2024 Q3 REDUCED 5.2% -16.8% ✅ 475 -26 -5.2% 0.23% $278K 2024-11-13 $535.56
2024 Q2 REDUCED — — — 501 -3 -0.6% 0.20% $234K 2024-08-15 $535.04
2024 Q1 ADDED — — — 504 +18 +3.7% 0.20% $229K 2024-05-15 $440.19
2023 Q4 INITIATED — — — 486 — — 0.20% $220K 2024-02-13 $401.62

🏢 Other funds also holding LMT

As of 2026 Q1 — sorted by position size

Spectrum Financial Alliance Ltd LLC 3Y 7Y 12.12% Belfer Management LLC 3Y 7Y 7.85% Campion Asset Management 3Y 7.13% Rockbridge Asset Management LLC 6.47% Canal Insurance CO 3Y 7Y 4.75% Rayburn West Financial Services LLC 4.6% Werlinich Asset Management, LLC 4.47% Founders Capital Management 3Y 7Y 4.42% Trust Co of Kansas 3Y 4.27% Minneapolis Portfolio Management Group, LLC 3Y 7Y 4.19%

FAQ About Dynamic Wealth Strategies, LLC and LMT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Dynamic Wealth Strategies, LLC reported owning LMT?

Dynamic Wealth Strategies, LLC reported LMT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LMT position in Dynamic Wealth Strategies, LLC's portfolio?

The largest reported portfolio weight for LMT was 0.24% in 2026 Q1.

What is the latest reported LMT position on this page?

The most recent filing on this page is 2026 Q1, when Dynamic Wealth Strategies, LLC reported 697 shares, equal to 0.24% of portfolio, with an estimated market value of $421K.

What does the chart on this LMT ownership page compare?

The chart compares Dynamic Wealth Strategies, LLC's quarterly LMT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Dynamic Wealth Strategies, LLC time their LMT position?

Based on 13F filing dates vs. subsequent LMT price moves, Dynamic Wealth Strategies, LLC correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on LMT relative to SPY over the holding period was -7.5%.

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