Lantz Financial
LMT icon

Lantz Financial’s Lockheed Martin LMT Stock Holding History

Lantz Financial’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 		$2.27M Sell
4,450
-6
-0.1% -$3.3K 0.41% 64
2026
Q2 		$2.27M Buy
4,456
+12
+0.3% +$6.49K 0.42% 65
2026
Q1 		$2.69M Sell
4,444
-45
-1% -$27.7K 0.56% 47
2025
Q4 		$2.17M Sell
4,489
-47
-1% -$22.5K 0.46% 55
2025
Q3 		$2.26M Sell
4,536
-103
-2% -$46.7K 0.5% 56
2025
Q2 		$2.15M Sell
4,639
-33
-0.7% -$15.4K 0.54% 52
2025
Q1 		$2.09M Sell
4,672
-221
-5% -$102K 0.57% 47
2024
Q4 		$2.38M Buy
4,893
+1
+0% +$545 0.63% 42
2024
Q3 		$2.86M Buy
4,892
+10
+0.2% +$5.37K 0.77% 31
2024
Q2 		$2.28M Buy
4,882
+123
+3% +$56.8K 0.71% 33
2024
Q1 		$2.16M Buy
4,759
+148
+3% +$64.9K 0.7% 44
2023
Q4 		$2.09M Buy
4,611
+115
+3% +$51K 0.75% 33
2023
Q3 		$1.84M Sell
4,496
-99
-2% -$43.9K 0.73% 34
2023
Q2 		$2.12M Buy
4,595
+14
+0.3% +$6.5K 0.83% 29
2023
Q1 		$2.17M Sell
4,581
-74
-2% -$34.7K 0.9% 26
2022
Q4 		$2.26M Sell
4,655
-12
-0.3% -$5.58K 1.03% 21
2022
Q3 		$1.8M Buy
4,667
+13
+0.3% +$5.43K 0.94% 23
2022
Q2 		$2M Sell
4,654
-18
-0.4% -$7.9K 0.9% 25
2022
Q1 		$2.06M Sell
4,672
-136
-3% -$55.1K 0.84% 23
2021
Q4 		$1.71M Buy
4,808
+320
+7% +$111K 0.79% 36
2021
Q3 		$1.55M Buy
4,488
+112
+3% +$40.5K 0.79% 38
2021
Q2 		$1.66M Sell
4,376
-2
-0% -$769 0.85% 32
2021
Q1 		$1.62M Sell
4,378
-90
-2% -$30.9K 0.92% 31
2020
Q4 		$1.59M Sell
4,468
-41
-0.9% -$15.1K 0.99% 24
2020
Q3 		$1.73M Sell
4,509
-26
-0.6% -$9.9K 1.16% 19
2020
Q2 		$1.66M Sell
4,535
-135
-3% -$51K 1.19% 16
2020
Q1 		$1.58M Sell
4,670
-621
-12% -$244K 1.24% 14
2019
Q4 		$2.06M Buy
5,291
+829
+19% +$318K 1.22% 14
2019
Q3 		$1.69M Buy
4,462
+31
+0.7% +$11.7K 1.14% 16
2019
Q2 		$1.63M Buy
4,431
+89
+2% +$29.8K 1.1% 20
2019
Q1 		$1.3M Buy
+4,342
New +$1.27M 0.95% 35

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
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
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Lantz Financial's LMT Position: Q3 2026 in Review

Lantz Financial reduced its Lockheed Martin (LMT) stake by 0.13% in Q3 2026, selling an estimated $3.3K and leaving 4,450 shares worth $2.27M. The position accounts for 0.41% of the portfolio, ranked #64.

Lantz Financial first reported a position in LMT in Q1 2019 and has held it in 31 quarters since. The position peaked at $2.86M in Q3 2024. 868 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Lantz Financial held 4,450 shares of Lockheed Martin worth $2.27M as of Q3 2026.
  • Lantz Financial sold 6 Lockheed Martin shares in Q3 2026, an estimated $3.3K.
  • Lockheed Martin made up 0.41% of Lantz Financial's portfolio in Q3 2026, its #64 holding.
  • Lantz Financial first reported a position in Lockheed Martin in Q1 2019 and has held it in 31 quarters since.
  • Lantz Financial's Lockheed Martin position peaked at $2.86M in Q3 2024.
  • 868 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.