Legacy Private Trust
LMT icon

Legacy Private Trust’s Lockheed Martin LMT Stock Holding History

Legacy Private Trust’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 		$580K Sell
1,138
-92
-7% -$50.6K 0.03% 197
2026
Q2 		$627K Sell
1,230
-136
-10% -$73.5K 0.03% 196
2026
Q1 		$826K Sell
1,366
-217
-14% -$134K 0.05% 172
2025
Q4 		$766K Sell
1,583
-275
-15% -$132K 0.04% 172
2025
Q3 		$928K Sell
1,858
-903
-33% -$410K 0.06% 156
2025
Q2 		$1.28M Sell
2,761
-1,911
-41% -$895K 0.08% 139
2025
Q1 		$2.09M Sell
4,672
-3,562
-43% -$1.64M 0.14% 112
2024
Q4 		$4M Sell
8,234
-418
-5% -$228K 0.26% 77
2024
Q3 		$5.06M Sell
8,652
-571
-6% -$307K 0.34% 66
2024
Q2 		$4.31M Buy
9,223
+56
+0.6% +$25.9K 0.31% 72
2024
Q1 		$4.17M Sell
9,167
-1,884
-17% -$826K 0.3% 73
2023
Q4 		$5.01M Buy
11,051
+1,816
+20% +$805K 0.4% 63
2023
Q3 		$3.78M Sell
9,235
-479
-5% -$213K 0.33% 72
2023
Q2 		$4.47M Buy
9,714
+209
+2% +$97K 0.37% 66
2023
Q1 		$4.49M Sell
9,505
-1,290
-12% -$605K 0.38% 73
2022
Q4 		$5.25M Sell
10,795
-4,070
-27% -$1.89M 0.47% 60
2022
Q3 		$5.74M Buy
+14,865
New +$6.21M 0.54% 53
2016
Q4 		– Sell
-973
Closed -$233K – 248
2016
Q3 		$233K Sell
973
-100
-9% -$25K 0.03% 218
2016
Q2 		$266K Hold
1,073
– – 0.04% 207
2016
Q1 		$238K Buy
+1,073
New +$231K 0.04% 214
2015
Q4 		– Sell
-1,022
Closed -$212K – 251
2015
Q3 		$212K Sell
1,022
-149
-13% -$30.3K 0.03% 225
2015
Q2 		$218K Buy
+1,171
New +$225K 0.03% 234

Other funds holding LMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Legacy Private Trust's LMT Position: Q3 2026 in Review

Legacy Private Trust reduced its Lockheed Martin (LMT) stake by 7.5% in Q3 2026, selling an estimated $50.6K and leaving 1,138 shares worth $580K. The position accounts for 0.03% of the portfolio, ranked #197.

Legacy Private Trust first reported a position in LMT in Q2 2015 and has held it in 22 quarters since. The position peaked at $5.74M in Q3 2022. 1,927 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Legacy Private Trust held 1,138 shares of Lockheed Martin worth $580K as of Q3 2026.
  • Legacy Private Trust sold 92 Lockheed Martin shares in Q3 2026, an estimated $50.6K.
  • Lockheed Martin made up 0.03% of Legacy Private Trust's portfolio in Q3 2026, its #197 holding.
  • Legacy Private Trust first reported a position in Lockheed Martin in Q2 2015 and has held it in 22 quarters since.
  • Legacy Private Trust's Lockheed Martin position peaked at $5.74M in Q3 2022.
  • 1,927 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.