Burkett Financial Services’s Lockheed Martin LMT Stock Holding History

Burkett Financial Services’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	–	Sell	-57	Closed	-$29.5K	–	380
2026 Q2	$29.5K	Hold	57	–	–	0.01%	128
2026 Q1	$34.8K	Hold	57	–	–	0.01%	119
2025 Q4	$27.7K	Hold	57	–	–	0.01%	126
2025 Q3	$28.4K	Buy	57 +1	+2%	+$454	0.01%	124
2025 Q2	$26.2K	Hold	56	–	–	0.01%	117
2025 Q1	$25.1K	Hold	56	–	–	0.01%	125
2024 Q4	$27.1K	Buy	56 +1	+2%	+$545	0.01%	110
2024 Q3	$32.3K	Buy	+55	New	+$29.5K	0.01%	101

Other funds holding LMT

CIM

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

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Burkett Financial Services's LMT Position: Q3 2026 in Review

Burkett Financial Services sold out of Lockheed Martin (LMT) in Q3 2026, closing a stake of 57 shares — an estimated $29.5K sold.

Burkett Financial Services first reported a position in LMT in Q3 2024 and held it in 8 quarters. The position peaked at $34.8K in Q1 2026. 144 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

Burkett Financial Services reported no remaining Lockheed Martin position as of Q3 2026 after selling out during the quarter.
Burkett Financial Services sold 57 Lockheed Martin shares in Q3 2026, an estimated $29.5K.
Burkett Financial Services first reported a position in Lockheed Martin in Q3 2024 and held it in 8 quarters.
Burkett Financial Services's Lockheed Martin position peaked at $34.8K in Q1 2026.
144 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.