Legacy Advisors’s Lockheed Martin LMT Stock Holding History

Legacy Advisors’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	–	Sell	-398	Closed	-$203K	–	341
2026 Q2	$203K	Buy	+398	New	+$215K	0.02%	316
2025 Q1	$435K	Buy	974 +104	+12%	+$47.9K	0.04%	283
2024 Q4	$423K	Sell	870 -47	-5%	-$25.6K	0.04%	271
2024 Q3	$536K	Buy	917 +227	+33%	+$122K	0.06%	235
2024 Q2	$322K	Buy	690 +53	+8%	+$24.5K	0.04%	241
2024 Q1	$292K	Buy	637 +58	+10%	+$25.4K	0.04%	252
2023 Q4	$262K	Buy	+579	New	+$257K	0.03%	263
2019 Q3	–	Sell	-98	Closed	-$36K	–	230
2019 Q2	$36K	Sell	98 -75	-43%	-$25.1K	0.02%	225
2019 Q1	$52K	Buy	+173	New	+$50.7K	0.02%	210
2018 Q4	–	Sell	-98	Closed	-$34K	–	265
2018 Q3	$34K	Hold	98	–	–	0.02%	264
2018 Q2	$29K	Hold	98	–	–	0.02%	228
2018 Q1	$34K	Buy	98 +8	+9%	+$2.72K	0.03%	180
2017 Q4	$28K	Hold	90	–	–	0.03%	159
2017 Q3	$27K	Hold	90	–	–	0.03%	144
2017 Q2	$24K	Hold	90	–	–	0.03%	128
2017 Q1	$24K	Hold	90	–	–	0.03%	122
2016 Q4	$22K	Buy	+90	New	+$22.5K	0.03%	142

Other funds holding LMT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Legacy Advisors's LMT Position: Q3 2026 in Review

Legacy Advisors sold out of Lockheed Martin (LMT) in Q3 2026, closing a stake of 398 shares — an estimated $203K sold.

Legacy Advisors first reported a position in LMT in Q4 2016 and held it in 17 quarters. The position peaked at $536K in Q3 2024. 1,682 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

Legacy Advisors reported no remaining Lockheed Martin position as of Q3 2026 after selling out during the quarter.
Legacy Advisors sold 398 Lockheed Martin shares in Q3 2026, an estimated $203K.
Legacy Advisors first reported a position in Lockheed Martin in Q4 2016 and held it in 17 quarters.
Legacy Advisors's Lockheed Martin position peaked at $536K in Q3 2024.
1,682 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.