James T. Borello
LMT icon

James T. Borello’s Lockheed Martin LMT Stock Holding History

James T. Borello’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 		$35.1K Sell
69
-3
-4% -$1.65K 0.01% 298
2026
Q2 		$36.7K Buy
72
+7
+11% +$3.78K 0.01% 283
2026
Q1 		$39.3K Buy
65
+15
+30% +$9.24K 0.01% 251
2025
Q4 		$24.2K Buy
50
+24
+92% +$11.5K 0.01% 255
2025
Q3 		$13K Buy
+26
New +$11.8K ﹤0.01% 274

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

James T. Borello's LMT Position: Q3 2026 in Review

James T. Borello reduced its Lockheed Martin (LMT) stake by 4.2% in Q3 2026, selling an estimated $1.65K and leaving 69 shares worth $35.1K. The position accounts for 0.01% of the portfolio, ranked #298.

James T. Borello first reported a position in LMT in Q3 2025 and has held it in 5 quarters since. The position peaked at $39.3K in Q1 2026. 1,301 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • James T. Borello held 69 shares of Lockheed Martin worth $35.1K as of Q3 2026.
  • James T. Borello sold 3 Lockheed Martin shares in Q3 2026, an estimated $1.65K.
  • Lockheed Martin made up 0.01% of James T. Borello's portfolio in Q3 2026, its #298 holding.
  • James T. Borello first reported a position in Lockheed Martin in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello's Lockheed Martin position peaked at $39.3K in Q1 2026.
  • 1,301 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.