Insigneo Advisory Services
LMT icon

Insigneo Advisory Services’s Lockheed Martin LMT Stock Holding History

Insigneo Advisory 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 		$1.87M Buy
3,677
+364
+11% +$200K 0.08% 198
2026
Q2 		$1.69M Buy
3,313
+168
+5% +$90.8K 0.06% 214
2026
Q1 		$1.9M Buy
3,145
+261
+9% +$161K 0.14% 137
2025
Q4 		$1.39M Buy
2,884
+17
+0.6% +$8.14K 0.1% 169
2025
Q3 		$1.43M Buy
2,867
+356
+14% +$162K 0.1% 162
2025
Q2 		$1.16M Buy
2,511
+344
+16% +$161K 0.1% 171
2025
Q1 		$968K Sell
2,167
-1,761
-45% -$811K 0.1% 172
2024
Q4 		$1.91M Buy
3,928
+74
+2% +$40.3K 0.2% 93
2024
Q3 		$2.25M Sell
3,854
-96
-2% -$51.5K 0.23% 93
2024
Q2 		$2.15M Sell
3,950
-376
-9% -$174K 0.24% 85
2024
Q1 		$1.97M Buy
4,326
+126
+3% +$55.2K 0.23% 82
2023
Q4 		$1.9M Buy
4,200
+76
+2% +$33.7K 0.27% 78
2023
Q3 		$1.69M Buy
4,124
+102
+3% +$45.3K 0.34% 59
2023
Q2 		$1.85M Buy
4,022
+2,207
+122% +$1.02M 0.35% 58
2023
Q1 		$858K Sell
1,815
-49
-3% -$23K 0.27% 76
2022
Q4 		$907K Buy
+1,864
New +$866K 0.34% 59

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Insigneo Advisory Services's LMT Position: Q3 2026 in Review

Insigneo Advisory Services increased its Lockheed Martin (LMT) stake by 11% in Q3 2026, buying an estimated $200K and bringing the position to 3,677 shares worth $1.87M. The position accounts for 0.08% of the portfolio, ranked #198.

Insigneo Advisory Services first reported a position in LMT in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.25M in Q3 2024. 2,463 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Insigneo Advisory Services held 3,677 shares of Lockheed Martin worth $1.87M as of Q3 2026.
  • Insigneo Advisory Services bought 364 Lockheed Martin shares in Q3 2026, an estimated $200K.
  • Lockheed Martin made up 0.08% of Insigneo Advisory Services's portfolio in Q3 2026, its #198 holding.
  • Insigneo Advisory Services first reported a position in Lockheed Martin in Q4 2022 and has held it in 16 quarters since.
  • Insigneo Advisory Services's Lockheed Martin position peaked at $2.25M in Q3 2024.
  • 2,463 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Insigneo Advisory Services's 13F filing for Q3 2026, filed 13 Nov 2026.