Detalus Advisors
LMT icon

Detalus Advisors’s Lockheed Martin LMT Stock Holding History

Detalus 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 		$206K Sell
404
-20
-5% -$11K 0.04% 182
2026
Q2 		$216K Sell
424
-299
-41% -$162K 0.04% 182
2026
Q1 		$437K Sell
723
-1
-0.1% -$616 0.1% 112
2025
Q4 		$350K Hold
724
– – 0.09% 125
2025
Q3 		$361K Sell
724
-4
-0.5% -$1.82K 0.09% 121
2025
Q2 		$337K Sell
728
-9
-1% -$4.21K 0.1% 125
2025
Q1 		$329K Sell
737
-1
-0.1% -$460 0.1% 117
2024
Q4 		$359K Buy
738
+5
+0.7% +$2.73K 0.12% 97
2024
Q3 		$429K Hold
733
– – 0.14% 86
2024
Q2 		$342K Sell
733
-187
-20% -$86.4K 0.12% 99
2024
Q1 		$419K Sell
920
-3
-0.3% -$1.32K 0.15% 88
2023
Q4 		$418K Sell
923
-9
-1% -$3.99K 0.17% 84
2023
Q3 		$381K Hold
932
– – 0.18% 85
2023
Q2 		$429K Sell
932
-67
-7% -$31.1K 0.19% 83
2023
Q1 		$472K Sell
999
-4
-0.4% -$1.88K 0.23% 83
2022
Q4 		$488K Buy
1,003
+62
+7% +$28.8K 0.24% 83
2022
Q3 		$363K Buy
941
+1
+0.1% +$418 0.22% 84
2022
Q2 		$404K Sell
940
-32
-3% -$14.1K 0.24% 72
2022
Q1 		$429K Sell
972
-75
-7% -$30.4K 0.23% 73
2021
Q4 		$372K Buy
1,047
+10
+1% +$3.46K 0.18% 82
2021
Q3 		$358K Buy
1,037
+3
+0.3% +$1.09K 0.18% 81
2021
Q2 		$391K Sell
1,034
-208
-17% -$80K 0.21% 77
2021
Q1 		$459K Sell
1,242
-49
-4% -$16.8K 0.27% 67
2020
Q4 		$458K Sell
1,291
-4
-0.3% -$1.47K 0.29% 62
2020
Q3 		$496K Buy
1,295
+36
+3% +$13.7K 0.36% 51
2020
Q2 		$459K Hold
1,259
– – 0.35% 55
2020
Q1 		$427K Buy
1,259
+45
+4% +$17.7K 0.39% 52
2019
Q4 		$473K Buy
+1,214
New +$466K 0.34% 53

Other funds holding LMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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 $57B AUM 43.56% 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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Detalus Advisors's LMT Position: Q3 2026 in Review

Detalus Advisors reduced its Lockheed Martin (LMT) stake by 4.7% in Q3 2026, selling an estimated $11K and leaving 404 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #182.

Detalus Advisors first reported a position in LMT in Q4 2019 and has held it in 28 quarters since. The position peaked at $496K in Q3 2020. 1,226 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Detalus Advisors held 404 shares of Lockheed Martin worth $206K as of Q3 2026.
  • Detalus Advisors sold 20 Lockheed Martin shares in Q3 2026, an estimated $11K.
  • Lockheed Martin made up 0.04% of Detalus Advisors's portfolio in Q3 2026, its #182 holding.
  • Detalus Advisors first reported a position in Lockheed Martin in Q4 2019 and has held it in 28 quarters since.
  • Detalus Advisors's Lockheed Martin position peaked at $496K in Q3 2020.
  • 1,226 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Detalus Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.