Affiance Financial’s Lockheed Martin LMT Stock Holding History

Affiance Financial’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	$484K	Buy	950 +6	+0.6%	+$3.3K	0.07%	77
2026 Q2	$481K	Buy	944 +6	+0.6%	+$3.24K	0.07%	78
2026 Q1	$567K	Sell	938 -77	-8%	-$47.4K	0.09%	67
2025 Q4	$491K	Hold	1,015	–	–	0.08%	72
2025 Q3	$507K	Hold	1,015	–	–	0.09%	69
2025 Q2	$470K	Buy	1,015 +15	+2%	+$7.02K	0.1%	68
2025 Q1	$447K	Hold	1,000	–	–	0.1%	69
2024 Q4	$486K	Hold	1,000	–	–	0.12%	69
2024 Q3	$585K	Hold	1,000	–	–	0.14%	62
2024 Q2	$467K	Hold	1,000	–	–	0.12%	66
2024 Q1	$455K	Hold	1,000	–	–	0.12%	68
2023 Q4	$453K	Hold	1,000	–	–	0.13%	68
2023 Q3	$409K	Hold	1,000	–	–	0.21%	69
2023 Q2	$460K	Hold	1,000	–	–	0.22%	70
2023 Q1	$473K	Hold	1,000	–	–	0.25%	66
2022 Q4	$486K	Hold	1,000	–	–	0.2%	72
2022 Q3	$386K	Hold	1,000	–	–	0.22%	56
2022 Q2	$430K	Hold	1,000	–	–	0.23%	60
2022 Q1	$441K	Hold	1,000	–	–	0.21%	67
2021 Q4	$355K	Hold	1,000	–	–	0.15%	87
2021 Q3	$345K	Hold	1,000	–	–	0.15%	85
2021 Q2	$378K	Buy	1,000 +282	+39%	+$108K	0.16%	83
2021 Q1	$265K	Sell	718 -278	-28%	-$95.4K	0.12%	92
2020 Q4	$354K	Hold	996	–	–	0.18%	80
2020 Q3	$382K	Buy	+996	New	+$380K	0.22%	64

Other funds holding LMT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Affiance Financial's LMT Position: Q3 2026 in Review

Affiance Financial increased its Lockheed Martin (LMT) stake by 0.64% in Q3 2026, buying an estimated $3.3K and bringing the position to 950 shares worth $484K. The position accounts for 0.07% of the portfolio, ranked #77.

Affiance Financial first reported a position in LMT in Q3 2020 and has held it in 25 quarters since. The position peaked at $585K in Q3 2024. 1,790 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

Affiance Financial held 950 shares of Lockheed Martin worth $484K as of Q3 2026.
Affiance Financial bought 6 Lockheed Martin shares in Q3 2026, an estimated $3.3K.
Lockheed Martin made up 0.07% of Affiance Financial's portfolio in Q3 2026, its #77 holding.
Affiance Financial first reported a position in Lockheed Martin in Q3 2020 and has held it in 25 quarters since.
Affiance Financial's Lockheed Martin position peaked at $585K in Q3 2024.
1,790 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Affiance Financial's 13F filing for Q3 2026, filed 15 Oct 2026.