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Elm3 Financial Group’s Lockheed Martin LMT Stock Holding History

Elm3 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
Q2 		$234K Sell
460
-40
-8% -$21.6K 0.16% 124
2026
Q1 		$302K Sell
500
-4
-0.8% -$2.46K 0.26% 91
2025
Q4 		$244K Sell
504
-172
-25% -$82.3K 0.2% 101
2025
Q3 		$337K Sell
676
-234
-26% -$106K 0.28% 83
2025
Q2 		$422K Sell
910
-195
-18% -$91.3K 0.35% 70
2025
Q1 		$494K Sell
1,105
-207
-16% -$95.3K 0.43% 53
2024
Q4 		$637K Buy
+1,312
New +$715K 0.54% 42

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Elm3 Financial Group's LMT Position: Q2 2026 in Review

Elm3 Financial Group reduced its Lockheed Martin (LMT) stake by 8% in Q2 2026, selling an estimated $21.6K and leaving 460 shares worth $234K. The position accounts for 0.16% of the portfolio, ranked #124.

Elm3 Financial Group first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $637K in Q4 2024. 2,784 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Elm3 Financial Group held 460 shares of Lockheed Martin worth $234K as of Q2 2026.
  • Elm3 Financial Group sold 40 Lockheed Martin shares in Q2 2026, an estimated $21.6K.
  • Lockheed Martin made up 0.16% of Elm3 Financial Group's portfolio in Q2 2026, its #124 holding.
  • Elm3 Financial Group first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • Elm3 Financial Group's Lockheed Martin position peaked at $637K in Q4 2024.
  • 2,784 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.