Insight Advisors
LMT icon

Insight Advisors’s Lockheed Martin LMT Stock Holding History

Insight 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 		$592K Sell
1,162
-6
-0.5% -$3.3K 0.1% 123
2026
Q2 		$595K Sell
1,168
-31
-3% -$16.8K 0.1% 128
2026
Q1 		$725K Buy
1,199
+3
+0.3% +$1.85K 0.14% 99
2025
Q4 		$578K Sell
1,196
-30
-2% -$14.4K 0.09% 147
2025
Q3 		$613K Sell
1,226
-95
-7% -$43.1K 0.09% 138
2025
Q2 		$612K Sell
1,321
-65
-5% -$30.4K 0.1% 132
2025
Q1 		$619K Sell
1,386
-23
-2% -$10.6K 0.11% 122
2024
Q4 		$681K Sell
1,409
-52
-4% -$28.3K 0.12% 115
2024
Q3 		$854K Sell
1,461
-7
-0.5% -$3.76K 0.15% 105
2024
Q2 		$686K Buy
1,468
+11
+0.8% +$5.08K 0.12% 118
2024
Q1 		$663K Buy
1,457
+712
+96% +$312K 0.13% 122
2023
Q4 		$338K Sell
745
-82
-10% -$36.3K 0.07% 197
2023
Q3 		$338K Sell
827
-177
-18% -$78.5K 0.08% 190
2023
Q2 		$462K Sell
1,004
-24
-2% -$11.1K 0.1% 152
2023
Q1 		$486K Buy
1,028
+550
+115% +$258K 0.11% 149
2022
Q4 		$228K Buy
+478
New +$222K 0.08% 286
2021
Q2 		– Sell
-1,159
Closed -$441K – 330
2021
Q1 		$441K Buy
+1,159
New +$398K 0.14% 186

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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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

Insight Advisors's LMT Position: Q3 2026 in Review

Insight Advisors reduced its Lockheed Martin (LMT) stake by 0.51% in Q3 2026, selling an estimated $3.3K and leaving 1,162 shares worth $592K. The position accounts for 0.1% of the portfolio, ranked #123.

Insight Advisors first reported a position in LMT in Q1 2021 and has held it in 17 quarters since. The position peaked at $854K in Q3 2024. 1,017 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Insight Advisors held 1,162 shares of Lockheed Martin worth $592K as of Q3 2026.
  • Insight Advisors sold 6 Lockheed Martin shares in Q3 2026, an estimated $3.3K.
  • Lockheed Martin made up 0.1% of Insight Advisors's portfolio in Q3 2026, its #123 holding.
  • Insight Advisors first reported a position in Lockheed Martin in Q1 2021 and has held it in 17 quarters since.
  • Insight Advisors's Lockheed Martin position peaked at $854K in Q3 2024.
  • 1,017 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.