IFS Advisors’s Lockheed Martin LMT Stock Holding History

IFS 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	$143K	Buy	281 +268	+2,062%	+$147K	0.04%	131
2026 Q2	$6.62K	Hold	13	–	–	﹤0.01%	141
2026 Q1	$7.86K	Hold	13	–	–	﹤0.01%	134
2025 Q4	$6.29K	Hold	13	–	–	﹤0.01%	118
2025 Q3	$6.49K	Hold	13	–	–	﹤0.01%	114
2025 Q2	$6.02K	Hold	13	–	–	﹤0.01%	109
2025 Q1	$5.81K	Hold	13	–	–	﹤0.01%	120
2024 Q4	$6.32K	Hold	13	–	–	0.01%	110
2024 Q3	$7.6K	Hold	13	–	–	0.01%	84
2024 Q2	$6.07K	Hold	13	–	–	0.01%	85
2024 Q1	$5.91K	Hold	13	–	–	0.01%	84
2023 Q4	$5.89K	Hold	13	–	–	0.01%	75
2023 Q3	$5.32K	Hold	13	–	–	0.01%	77
2023 Q2	$5.98K	Buy	+13	New	+$6.03K	0.01%	73

Other funds holding LMT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

IFS Advisors's LMT Position: Q3 2026 in Review

IFS Advisors increased its Lockheed Martin (LMT) stake by 2,062% in Q3 2026, buying an estimated $147K and bringing the position to 281 shares worth $143K. The position accounts for 0.04% of the portfolio, ranked #131.

IFS Advisors first reported a position in LMT in Q2 2023 and has held it in 14 quarters since. 1,767 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

IFS Advisors held 281 shares of Lockheed Martin worth $143K as of Q3 2026.
IFS Advisors bought 268 Lockheed Martin shares in Q3 2026, an estimated $147K.
Lockheed Martin made up 0.04% of IFS Advisors's portfolio in Q3 2026, its #131 holding.
IFS Advisors first reported a position in Lockheed Martin in Q2 2023 and has held it in 14 quarters since.
1,767 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.