Helen Stephens Group
LMT icon

Helen Stephens Group’s Lockheed Martin LMT Stock Holding History

Helen Stephens 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 		$454K Buy
892
+4
+0.5% +$2.2K 0.07% 92
2026
Q2 		$452K Buy
888
+4
+0.5% +$2.16K 0.08% 95
2026
Q1 		$535K Sell
884
-223
-20% -$137K 0.11% 77
2025
Q4 		$536K Buy
1,107
+241
+28% +$115K 0.11% 67
2025
Q3 		$432K Sell
866
-142
-14% -$64.4K 0.1% 72
2025
Q2 		$467K Sell
1,008
-1,217
-55% -$570K 0.12% 60
2025
Q1 		$994K Buy
2,225
+30
+1% +$13.8K 0.28% 41
2024
Q4 		$1.07M Sell
2,195
-29
-1% -$15.8K 0.32% 40
2024
Q3 		$1.3M Buy
2,224
+11
+0.5% +$5.91K 0.39% 37
2024
Q2 		$1.03M Hold
2,213
– – 0.36% 38
2024
Q1 		$1.01M Buy
2,213
+23
+1% +$10.1K 0.39% 33
2023
Q4 		$992K Buy
2,190
+410
+23% +$182K 0.44% 31
2023
Q3 		$728K Hold
1,780
– – 0.38% 36
2023
Q2 		$819K Hold
1,780
– – 0.41% 35
2023
Q1 		$841K Sell
1,780
-4
-0.2% -$1.88K 0.44% 35
2022
Q4 		$868K Sell
1,784
-108
-6% -$50.2K 0.52% 33
2022
Q3 		$731K Sell
1,892
-35
-2% -$14.6K 0.51% 32
2022
Q2 		$828K Buy
1,927
+2
+0.1% +$878 0.59% 27
2022
Q1 		$850K Buy
1,925
+155
+9% +$62.8K 0.59% 25
2021
Q4 		$629K Buy
+1,770
New +$612K 0.5% 26

Other funds holding LMT

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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Helen Stephens Group's LMT Position: Q3 2026 in Review

Helen Stephens Group increased its Lockheed Martin (LMT) stake by 0.45% in Q3 2026, buying an estimated $2.2K and bringing the position to 892 shares worth $454K. The position accounts for 0.07% of the portfolio, ranked #92.

Helen Stephens Group first reported a position in LMT in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.3M in Q3 2024. 1,706 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Helen Stephens Group held 892 shares of Lockheed Martin worth $454K as of Q3 2026.
  • Helen Stephens Group bought 4 Lockheed Martin shares in Q3 2026, an estimated $2.2K.
  • Lockheed Martin made up 0.07% of Helen Stephens Group's portfolio in Q3 2026, its #92 holding.
  • Helen Stephens Group first reported a position in Lockheed Martin in Q4 2021 and has held it in 20 quarters since.
  • Helen Stephens Group's Lockheed Martin position peaked at $1.3M in Q3 2024.
  • 1,706 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.