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Farther Finance Advisors’s Lockheed Martin LMT Stock Holding History

Farther Finance 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 		$12.1M Buy
23,810
+5,402
+29% +$2.97M 0.09% 196
2026
Q2 		$9.37M Buy
18,408
+744
+4% +$402K 0.07% 235
2026
Q1 		$10.9M Buy
17,664
+1,160
+7% +$715K 0.1% 178
2025
Q4 		$7.98M Buy
16,504
+6,468
+64% +$3.1M 0.09% 205
2025
Q3 		$5.01M Buy
10,036
+2,270
+29% +$1.03M 0.08% 221
2025
Q2 		$3.6M Sell
7,766
-314
-4% -$147K 0.07% 236
2025
Q1 		$3.62M Buy
8,080
+2,237
+38% +$1.03M 0.09% 199
2024
Q4 		$2.84M Buy
5,843
+1,010
+21% +$551K 0.1% 162
2024
Q3 		$2.83M Buy
4,833
+512
+12% +$275K 0.11% 160
2024
Q2 		$2.02M Buy
4,321
+581
+16% +$269K 0.1% 168
2024
Q1 		$1.69M Buy
3,740
+821
+28% +$360K 0.1% 172
2023
Q4 		$1.32M Buy
2,919
+2,083
+249% +$923K 0.1% 195
2023
Q3 		$342K Buy
836
+236
+39% +$105K 0.05% 271
2023
Q2 		$276K Buy
600
+150
+33% +$69.6K 0.06% 266
2023
Q1 		$213K Buy
450
+80
+22% +$37.5K 0.06% 253
2022
Q4 		$180K Buy
+370
New +$172K 0.07% 240

Other funds holding LMT

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AP
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
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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return

Farther Finance Advisors's LMT Position: Q3 2026 in Review

Farther Finance Advisors increased its Lockheed Martin (LMT) stake by 29% in Q3 2026, buying an estimated $2.97M and bringing the position to 23,810 shares worth $12.1M. The position accounts for 0.09% of the portfolio, ranked #196.

Farther Finance Advisors first reported a position in LMT in Q4 2022 and has held it in 16 quarters since. 99 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Farther Finance Advisors held 23,810 shares of Lockheed Martin worth $12.1M as of Q3 2026.
  • Farther Finance Advisors bought 5,402 Lockheed Martin shares in Q3 2026, an estimated $2.97M.
  • Lockheed Martin made up 0.09% of Farther Finance Advisors's portfolio in Q3 2026, its #196 holding.
  • Farther Finance Advisors first reported a position in Lockheed Martin in Q4 2022 and has held it in 16 quarters since.
  • 99 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.