Demars Financial Group
LMT icon

Demars Financial Group’s Lockheed Martin LMT Stock Holding History

Demars Financial 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 		$411K Sell
807
-5
-0.6% -$2.75K 0.11% 85
2026
Q2 		$414K Sell
812
-88
-10% -$47.6K 0.11% 87
2026
Q1 		$544K Sell
900
-8
-0.9% -$4.93K 0.18% 65
2025
Q4 		$439K Sell
908
-38
-4% -$18.2K 0.15% 67
2025
Q3 		$472K Sell
946
-21
-2% -$9.5K 0.16% 60
2025
Q2 		$448K Buy
967
+86
+10% +$40.3K 0.17% 58
2025
Q1 		$393K Sell
881
-10
-1% -$4.6K 0.17% 56
2024
Q4 		$433K Sell
891
-29
-3% -$15.8K 0.19% 55
2024
Q3 		$538K Buy
920
+1
+0.1% +$537 0.25% 44
2024
Q2 		$429K Sell
919
-1,316
-59% -$608K 0.21% 49
2024
Q1 		$1.02M Sell
2,235
-236
-10% -$103K 0.5% 19
2023
Q4 		$1.12M Sell
2,471
-7,736
-76% -$3.43M 0.6% 18
2023
Q3 		$4.17M Buy
10,207
+392
+4% +$174K 2.39% 11
2023
Q2 		$4.52M Sell
9,815
-175
-2% -$81.2K 2.51% 11
2023
Q1 		$4.72M Sell
9,990
-368
-4% -$173K 2.6% 11
2022
Q4 		$5.04M Sell
10,358
-864
-8% -$401K 2.78% 8
2022
Q3 		$4.34M Buy
11,222
+9,260
+472% +$3.87M 2.58% 12
2022
Q2 		$844K Sell
1,962
-268
-12% -$118K 0.48% 44
2022
Q1 		$984K Sell
2,230
-288
-11% -$117K 0.5% 42
2021
Q4 		$895K Buy
2,518
+355
+16% +$123K 0.47% 48
2021
Q3 		$746K Buy
2,163
+1,257
+139% +$455K 0.44% 51
2021
Q2 		$343K Sell
906
-28
-3% -$10.8K 0.21% 70
2021
Q1 		$345K Buy
934
+341
+58% +$117K 0.23% 67
2020
Q4 		$211K Buy
+593
New +$218K 0.15% 68

Other funds holding LMT

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Demars Financial Group's LMT Position: Q3 2026 in Review

Demars Financial Group reduced its Lockheed Martin (LMT) stake by 0.62% in Q3 2026, selling an estimated $2.75K and leaving 807 shares worth $411K. The position accounts for 0.11% of the portfolio, ranked #85.

Demars Financial Group first reported a position in LMT in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.04M in Q4 2022. 1,466 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Demars Financial Group held 807 shares of Lockheed Martin worth $411K as of Q3 2026.
  • Demars Financial Group sold 5 Lockheed Martin shares in Q3 2026, an estimated $2.75K.
  • Lockheed Martin made up 0.11% of Demars Financial Group's portfolio in Q3 2026, its #85 holding.
  • Demars Financial Group first reported a position in Lockheed Martin in Q4 2020 and has held it in 24 quarters since.
  • Demars Financial Group's Lockheed Martin position peaked at $5.04M in Q4 2022.
  • 1,466 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Demars Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.