Birchbrook’s Lockheed Martin LMT Stock Holding History

Birchbrook’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	$688K	Sell	1,352 -56	-4%	-$30.8K	0.33%	49
2026 Q2	$717K	Sell	1,408 -168	-11%	-$90.8K	0.34%	49
2026 Q1	$952K	Buy	1,576 +38	+2%	+$23.4K	0.47%	42
2025 Q4	$744K	Buy	1,538 +1	+0.1%	+$479	0.37%	48
2025 Q3	$767K	Sell	1,537 -1	-0.1%	-$454	0.4%	45
2025 Q2	$712K	Sell	1,538 -271	-15%	-$127K	0.38%	45
2025 Q1	$808K	Sell	1,809 -10	-0.5%	-$4.6K	0.45%	41
2024 Q4	$884K	Sell	1,819 -339	-16%	-$185K	0.5%	39
2024 Q3	$1.26M	Sell	2,158 -111	-5%	-$59.6K	0.7%	33
2024 Q2	$1.06M	Sell	2,269 -60	-3%	-$27.7K	0.64%	30
2024 Q1	$1.06M	Buy	2,329 +90	+4%	+$39.4K	0.63%	33
2023 Q4	$1.01M	Buy	+2,239	New	+$992K	0.67%	32

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

Birchbrook's LMT Position: Q3 2026 in Review

Birchbrook reduced its Lockheed Martin (LMT) stake by 4% in Q3 2026, selling an estimated $30.8K and leaving 1,352 shares worth $688K. The position accounts for 0.33% of the portfolio, ranked #49.

Birchbrook first reported a position in LMT in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.26M in Q3 2024. 1,226 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

Birchbrook held 1,352 shares of Lockheed Martin worth $688K as of Q3 2026.
Birchbrook sold 56 Lockheed Martin shares in Q3 2026, an estimated $30.8K.
Lockheed Martin made up 0.33% of Birchbrook's portfolio in Q3 2026, its #49 holding.
Birchbrook first reported a position in Lockheed Martin in Q4 2023 and has held it in 12 quarters since.
Birchbrook's Lockheed Martin position peaked at $1.26M in Q3 2024.
1,226 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.