Callahan Advisors
LMT icon

Callahan Advisors’s Lockheed Martin LMT Stock Holding History

Callahan Advisors’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 		$5.81M Buy
11,411
+6,431
+129% +$3.53M 0.44% 54
2026
Q2 		$2.54M Buy
4,980
+90
+2% +$48.7K 0.19% 87
2026
Q1 		$2.96M Sell
4,890
-68
-1% -$41.9K 0.25% 73
2025
Q4 		$2.4M Buy
4,958
+249
+5% +$119K 0.2% 87
2025
Q3 		$2.35M Buy
4,709
+12
+0.3% +$5.44K 0.2% 82
2025
Q2 		$2.18M Buy
4,697
+824
+21% +$386K 0.2% 84
2025
Q1 		$1.73M Sell
3,873
-742
-16% -$342K 0.16% 95
2024
Q4 		$2.24M Buy
4,615
+1,454
+46% +$793K 0.21% 85
2024
Q3 		$1.85M Buy
3,161
+172
+6% +$92.3K 0.18% 84
2024
Q2 		$1.4M Sell
2,989
-9
-0.3% -$4.16K 0.15% 90
2024
Q1 		$1.36M Buy
2,998
+274
+10% +$120K 0.14% 89
2023
Q4 		$1.23M Buy
2,724
+205
+8% +$90.8K 0.14% 87
2023
Q3 		$1.03M Sell
2,519
-296
-11% -$131K 0.13% 93
2023
Q2 		$1.3M Sell
2,815
-564
-17% -$262K 0.16% 87
2023
Q1 		$1.6M Buy
3,379
+479
+17% +$225K 0.21% 82
2022
Q4 		$1.41M Sell
2,900
-465
-14% -$216K 0.19% 84
2022
Q3 		$1.3M Buy
3,365
+25
+0.7% +$10.4K 0.19% 92
2022
Q2 		$1.44M Sell
3,340
-562
-14% -$247K 0.19% 92
2022
Q1 		$1.72M Buy
3,902
+591
+18% +$240K 0.2% 97
2021
Q4 		$1.18M Sell
3,311
-605
-15% -$209K 0.13% 104
2021
Q3 		$1.35M Buy
3,916
+422
+12% +$153K 0.17% 97
2021
Q2 		$1.32M Buy
3,494
+454
+15% +$175K 0.17% 98
2021
Q1 		$1.12M Buy
3,040
+310
+11% +$106K 0.15% 100
2020
Q4 		$969K Buy
2,730
+730
+37% +$268K 0.14% 98
2020
Q3 		$767K Buy
+2,000
New +$763K 0.13% 94

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Callahan Advisors's LMT Position: Q3 2026 in Review

Callahan Advisors increased its Lockheed Martin (LMT) stake by 129% in Q3 2026, buying an estimated $3.53M and bringing the position to 11,411 shares worth $5.81M. The position accounts for 0.44% of the portfolio, ranked #54.

Callahan Advisors first reported a position in LMT in Q3 2020 and has held it in 25 quarters since. 2,463 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Callahan Advisors held 11,411 shares of Lockheed Martin worth $5.81M as of Q3 2026.
  • Callahan Advisors bought 6,431 Lockheed Martin shares in Q3 2026, an estimated $3.53M.
  • Lockheed Martin made up 0.44% of Callahan Advisors's portfolio in Q3 2026, its #54 holding.
  • Callahan Advisors first reported a position in Lockheed Martin in Q3 2020 and has held it in 25 quarters since.
  • 2,463 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Callahan Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.