Herbst Group
LMT icon

Herbst Group’s Lockheed Martin LMT Stock Holding History

Herbst 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 		$1.55M Buy
+3,040
New +$1.67M 0.88% 40
2024
Q3 		– Sell
-2,395
Closed -$1.12M – 65
2024
Q2 		$1.12M Buy
+2,395
New +$1.11M 0.68% 48

Other funds holding LMT

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Herbst Group's LMT Position: Q3 2026 in Review

Herbst Group opened a new position in Lockheed Martin (LMT) in Q3 2026: 3,040 shares worth $1.55M. The stake represents 0.88% of the portfolio and ranks #40 among its holdings. This is a return to the name: Herbst Group previously reported a position in LMT as recently as Q2 2024.

Herbst Group first reported a position in LMT in Q2 2024 and has held it in 2 quarters since. 708 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Herbst Group held 3,040 shares of Lockheed Martin worth $1.55M as of Q3 2026.
  • Lockheed Martin was a new Herbst Group position in Q3 2026.
  • Lockheed Martin made up 0.88% of Herbst Group's portfolio in Q3 2026, its #40 holding.
  • Herbst Group first reported a position in Lockheed Martin in Q2 2024 and has held it in 2 quarters since.
  • 708 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Herbst Group's 13F filing for Q3 2026, filed 20 Oct 2026.