Advocate Group’s Lockheed Martin LMT Stock Holding History

Advocate 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	$210K	Sell	412 -150	-27%	-$82.5K	0.03%	118
2026 Q2	$286K	Buy	562 +38	+7%	+$20.5K	0.04%	108
2026 Q1	$317K	Hold	524	–	–	0.05%	104
2025 Q4	$253K	Hold	524	–	–	0.04%	114
2025 Q3	$262K	Sell	524 -29	-5%	-$13.2K	0.04%	111
2025 Q2	$256K	Hold	553	–	–	0.05%	109
2025 Q1	$247K	Hold	553	–	–	0.05%	104
2024 Q4	$269K	Buy	553 +29	+6%	+$15.8K	0.05%	103
2024 Q3	$306K	Hold	524	–	–	0.06%	103
2024 Q2	$245K	Hold	524	–	–	0.05%	109
2024 Q1	$238K	Sell	524 -42	-7%	-$18.4K	0.05%	108
2023 Q4	$257K	Sell	566 -35	-6%	-$15.5K	0.06%	109
2023 Q3	$246K	Sell	601 -4	-0.7%	-$1.78K	0.06%	109
2023 Q2	$279K	Sell	605 -81	-12%	-$37.6K	0.06%	109
2023 Q1	$324K	Sell	686 -38	-5%	-$17.8K	0.07%	103
2022 Q4	$352K	Sell	724 -50	-6%	-$23.2K	0.08%	101
2022 Q3	$299K	Sell	774 -68	-8%	-$28.4K	0.07%	99
2022 Q2	$362K	Buy	+842	New	+$370K	0.08%	96

Other funds holding LMT

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return

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

Advocate Group's LMT Position: Q3 2026 in Review

Advocate Group reduced its Lockheed Martin (LMT) stake by 27% in Q3 2026, selling an estimated $82.5K and leaving 412 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #118.

Advocate Group first reported a position in LMT in Q2 2022 and has held it in 18 quarters since. The position peaked at $362K in Q2 2022. 1,308 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

Advocate Group held 412 shares of Lockheed Martin worth $210K as of Q3 2026.
Advocate Group sold 150 Lockheed Martin shares in Q3 2026, an estimated $82.5K.
Lockheed Martin made up 0.03% of Advocate Group's portfolio in Q3 2026, its #118 holding.
Advocate Group first reported a position in Lockheed Martin in Q2 2022 and has held it in 18 quarters since.
Advocate Group's Lockheed Martin position peaked at $362K in Q2 2022.
1,308 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.