Herold Advisors
LMT icon

Herold Advisors’s Lockheed Martin LMT Stock Holding History

Herold 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 		$1.56M Sell
3,054
-120
-4% -$66K 0.3% 83
2026
Q2 		$1.62M Sell
3,174
-367
-10% -$198K 0.32% 84
2026
Q1 		$2.14M Buy
3,541
+350
+11% +$216K 0.47% 59
2025
Q4 		$1.54M Buy
3,191
+46
+1% +$22K 0.34% 77
2025
Q3 		$1.57M Buy
3,145
+563
+22% +$255K 0.36% 75
2025
Q2 		$1.2M Sell
2,582
-680
-21% -$318K 0.25% 104
2025
Q1 		$1.46M Sell
3,262
-38
-1% -$17.5K 0.32% 92
2024
Q4 		$1.6M Sell
3,300
-17
-0.5% -$9.27K 0.35% 79
2024
Q3 		$1.94M Hold
3,317
– – 0.42% 64
2024
Q2 		$1.55M Sell
3,317
-272
-8% -$126K 0.36% 75
2024
Q1 		$1.63M Buy
3,589
+141
+4% +$61.8K 0.39% 71
2023
Q4 		$1.56M Hold
3,448
– – 0.43% 70
2023
Q3 		$1.41M Buy
3,448
+274
+9% +$122K 0.43% 67
2023
Q2 		$1.46M Buy
3,174
+63
+2% +$29.2K 0.45% 66
2023
Q1 		$1.47M Sell
3,111
-141
-4% -$66.1K 0.51% 61
2022
Q4 		$1.58M Hold
3,252
– – 0.67% 47
2022
Q3 		$1.26M Sell
3,252
-23
-0.7% -$9.6K 0.6% 56
2022
Q2 		$1.41M Hold
3,275
– – 0.63% 51
2022
Q1 		$1.45M Hold
3,275
– – 0.51% 63
2021
Q4 		$1.16M Hold
3,275
– – 0.45% 78
2021
Q3 		$1.13M Buy
+3,275
New +$1.19M 0.44% 73

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
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
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 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

Herold Advisors's LMT Position: Q3 2026 in Review

Herold Advisors reduced its Lockheed Martin (LMT) stake by 3.8% in Q3 2026, selling an estimated $66K and leaving 3,054 shares worth $1.56M. The position accounts for 0.3% of the portfolio, ranked #83.

Herold Advisors first reported a position in LMT in Q3 2021 and has held it in 21 quarters since. The position peaked at $2.14M in Q1 2026. 858 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Herold Advisors held 3,054 shares of Lockheed Martin worth $1.56M as of Q3 2026.
  • Herold Advisors sold 120 Lockheed Martin shares in Q3 2026, an estimated $66K.
  • Lockheed Martin made up 0.3% of Herold Advisors's portfolio in Q3 2026, its #83 holding.
  • Herold Advisors first reported a position in Lockheed Martin in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's Lockheed Martin position peaked at $2.14M in Q1 2026.
  • 858 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.