Midwest Trust’s Lockheed Martin LMT Stock Holding History

Midwest 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	$22.6M	Buy	44,355 +1,432	+3%	+$787K	0.25%	93
2026 Q2	$21.9M	Sell	42,923 -2,144	-5%	-$1.16M	0.25%	97
2026 Q1	$27.2M	Sell	45,067 -4,542	-9%	-$2.8M	0.34%	74
2025 Q4	$24M	Buy	49,609 +1,634	+3%	+$782K	0.3%	80
2025 Q3	$23.9M	Buy	47,975 +437	+0.9%	+$198K	0.31%	76
2025 Q2	$22M	Buy	+47,538	New	+$22.3M	0.3%	83

Other funds holding LMT

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Midwest Trust's LMT Position: Q3 2026 in Review

Midwest Trust increased its Lockheed Martin (LMT) stake by 3.3% in Q3 2026, buying an estimated $787K and bringing the position to 44,355 shares worth $22.6M. The position accounts for 0.25% of the portfolio, ranked #93.

Midwest Trust first reported a position in LMT in Q2 2025 and has held it in 6 quarters since. The position peaked at $27.2M in Q1 2026. 858 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

Midwest Trust held 44,355 shares of Lockheed Martin worth $22.6M as of Q3 2026.
Midwest Trust bought 1,432 Lockheed Martin shares in Q3 2026, an estimated $787K.
Lockheed Martin made up 0.25% of Midwest Trust's portfolio in Q3 2026, its #93 holding.
Midwest Trust first reported a position in Lockheed Martin in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's Lockheed Martin position peaked at $27.2M in Q1 2026.
858 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.