InvesTrust
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InvesTrust’s Lockheed Martin LMT Stock Holding History

InvesTrust’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 		$971K Hold
1,906
– – 0.39% 63
2026
Q2 		$971K Hold
1,906
– – 0.37% 68
2026
Q1 		$1.15M Hold
1,906
– – 0.48% 58
2025
Q4 		$922K Sell
1,906
-29
-1% -$13.9K 0.36% 64
2025
Q3 		$966K Hold
1,935
– – 0.35% 64
2025
Q2 		$896K Hold
1,935
– – 0.35% 66
2025
Q1 		$864K Hold
1,935
– – 0.24% 65
2024
Q4 		$935K Buy
+1,935
New +$1.05M 0.26% 62

Other funds holding LMT

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

InvesTrust's LMT Position: Q3 2026 in Review

InvesTrust held its Lockheed Martin (LMT) position steady in Q3 2026 at 1,906 shares worth $971K. The position accounts for 0.39% of the portfolio, ranked #63.

InvesTrust first reported a position in LMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.15M in Q1 2026. 1,308 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • InvesTrust held 1,906 shares of Lockheed Martin worth $971K as of Q3 2026.
  • InvesTrust left its Lockheed Martin share count unchanged in Q3 2026.
  • Lockheed Martin made up 0.39% of InvesTrust's portfolio in Q3 2026, its #63 holding.
  • InvesTrust first reported a position in Lockheed Martin in Q4 2024 and has held it in 8 quarters since.
  • InvesTrust's Lockheed Martin position peaked at $1.15M in Q1 2026.
  • 1,308 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

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