MBA Advisors’s Lockheed Martin LMT Stock Holding History

MBA 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	$260K	Sell	510 -56	-10%	-$30.8K	0.08%	143
2026 Q2	$288K	Sell	566 -17	-3%	-$9.19K	0.1%	122
2026 Q1	$352K	Buy	583 +35	+6%	+$21.6K	0.14%	103
2025 Q4	$265K	Buy	548 +1	+0.2%	+$479	0.11%	121
2025 Q3	$273K	Buy	547 +103	+23%	+$46.7K	0.12%	116
2025 Q2	$206K	Buy	+444	New	+$208K	0.09%	131
2025 Q1	–	Sell	-418	Closed	-$203K	–	135
2024 Q4	$203K	Buy	418 +1	+0.2%	+$545	0.1%	127
2024 Q3	$244K	Sell	417 -57	-12%	-$30.6K	0.12%	116
2024 Q2	$221K	Buy	474 +5	+1%	+$2.31K	0.11%	119
2024 Q1	$213K	Buy	+469	New	+$206K	0.11%	122
2023 Q4	–	Sell	-592	Closed	-$242K	–	124
2023 Q3	$242K	Hold	592	–	–	0.15%	103
2023 Q2	$273K	Buy	+592	New	+$275K	0.16%	99

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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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

MBA Advisors's LMT Position: Q3 2026 in Review

MBA Advisors reduced its Lockheed Martin (LMT) stake by 9.9% in Q3 2026, selling an estimated $30.8K and leaving 510 shares worth $260K. The position accounts for 0.08% of the portfolio, ranked #143.

MBA Advisors first reported a position in LMT in Q2 2023 and has held it in 12 quarters since. The position peaked at $352K in Q1 2026. 1,727 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

MBA Advisors held 510 shares of Lockheed Martin worth $260K as of Q3 2026.
MBA Advisors sold 56 Lockheed Martin shares in Q3 2026, an estimated $30.8K.
Lockheed Martin made up 0.08% of MBA Advisors's portfolio in Q3 2026, its #143 holding.
MBA Advisors first reported a position in Lockheed Martin in Q2 2023 and has held it in 12 quarters since.
MBA Advisors's Lockheed Martin position peaked at $352K in Q1 2026.
1,727 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.