Interchange Capital Partners
LMT icon

Interchange Capital Partners’s Lockheed Martin LMT Stock Holding History

Interchange Capital Partners’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 		$248K Buy
487
+28
+6% +$15.4K 0.04% 373
2026
Q2 		$234K Sell
459
-137
-23% -$74.1K 0.04% 368
2026
Q1 		$267K Buy
596
+93
+18% +$57.3K 0.08% 214
2025
Q4 		$243K Sell
503
-87
-15% -$41.6K 0.05% 350
2025
Q3 		$294K Buy
590
+108
+22% +$49K 0.06% 265
2025
Q2 		$223K Sell
482
-277
-36% -$130K 0.05% 259
2025
Q1 		$339K Buy
759
+136
+22% +$62.6K 0.1% 185
2024
Q4 		$303K Sell
623
-23
-4% -$12.5K 0.11% 184
2024
Q3 		$378K Sell
646
-45
-7% -$24.2K 0.13% 173
2024
Q2 		$323K Buy
691
+227
+49% +$105K 0.12% 184
2024
Q1 		$214K Buy
+464
New +$203K 0.14% 151
2023
Q2 		– Sell
-667
Closed -$315K – 188
2023
Q1 		$315K Buy
+667
New +$313K 0.17% 137
2022
Q3 		– Sell
-608
Closed -$261K – 163
2022
Q2 		$261K Sell
608
-285
-32% -$125K 0.29% 105
2022
Q1 		$394K Sell
893
-47
-5% -$19.1K 0.4% 91
2021
Q4 		$334K Buy
+940
New +$325K 0.34% 102
2021
Q3 		– Sell
-535
Closed -$202K – 104
2021
Q2 		$202K Sell
535
-591
-52% -$227K 0.31% 100
2021
Q1 		$560K Sell
1,126
-304
-21% -$104K 0.3% 110
2020
Q4 		$507K Buy
+1,430
New +$526K 0.28% 99

Other funds holding LMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
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

Interchange Capital Partners's LMT Position: Q3 2026 in Review

Interchange Capital Partners increased its Lockheed Martin (LMT) stake by 6.1% in Q3 2026, buying an estimated $15.4K and bringing the position to 487 shares worth $248K. The position accounts for 0.04% of the portfolio, ranked #373.

Interchange Capital Partners first reported a position in LMT in Q4 2020 and has held it in 18 quarters since. The position peaked at $560K in Q1 2021. 1,226 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Interchange Capital Partners held 487 shares of Lockheed Martin worth $248K as of Q3 2026.
  • Interchange Capital Partners bought 28 Lockheed Martin shares in Q3 2026, an estimated $15.4K.
  • Lockheed Martin made up 0.04% of Interchange Capital Partners's portfolio in Q3 2026, its #373 holding.
  • Interchange Capital Partners first reported a position in Lockheed Martin in Q4 2020 and has held it in 18 quarters since.
  • Interchange Capital Partners's Lockheed Martin position peaked at $560K in Q1 2021.
  • 1,226 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Interchange Capital Partners's 13F filing for Q3 2026, filed 28 Oct 2026.