Howard Financial Services’s Lockheed Martin LMT Stock Holding History

Howard Financial Services’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	$252K	Buy	496 +64	+15%	+$35.2K	0.03%	200
2026 Q2	$220K	Sell	432 -60	-12%	-$32.4K	0.02%	217
2026 Q1	$297K	Buy	492 +33	+7%	+$20.3K	0.03%	172
2025 Q4	$222K	Buy	459 +27	+6%	+$12.9K	0.03%	186
2025 Q3	$216K	Buy	+432	New	+$196K	0.03%	176
2025 Q1	–	Sell	-742	Closed	-$361K	–	189
2024 Q4	$361K	Buy	742 +11	+2%	+$6K	0.05%	128
2024 Q3	$427K	Buy	731 +70	+11%	+$37.6K	0.06%	103
2024 Q2	$309K	Buy	661 +14	+2%	+$6.47K	0.05%	120
2024 Q1	$295K	Buy	647 +78	+14%	+$34.2K	0.05%	127
2023 Q4	$258K	Buy	+569	New	+$252K	0.05%	131

Other funds holding LMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Howard Financial Services's LMT Position: Q3 2026 in Review

Howard Financial Services increased its Lockheed Martin (LMT) stake by 15% in Q3 2026, buying an estimated $35.2K and bringing the position to 496 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #200.

Howard Financial Services first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $427K in Q3 2024. 1,226 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

Howard Financial Services held 496 shares of Lockheed Martin worth $252K as of Q3 2026.
Howard Financial Services bought 64 Lockheed Martin shares in Q3 2026, an estimated $35.2K.
Lockheed Martin made up 0.03% of Howard Financial Services's portfolio in Q3 2026, its #200 holding.
Howard Financial Services first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
Howard Financial Services's Lockheed Martin position peaked at $427K in Q3 2024.
1,226 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.