Patrick M. Sweeney & Associates’s Lockheed Martin LMT Stock Holding History

Patrick M. Sweeney & Associates’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	$668K	Buy	1,311 +26	+2%	+$14.3K	0.38%	66
2026 Q2	$655K	Buy	1,285 +40	+3%	+$21.6K	0.38%	67
2026 Q1	$752K	Sell	1,245 -9	-0.7%	-$5.54K	0.48%	52
2025 Q4	$607K	Buy	1,254 +12	+1%	+$5.74K	0.38%	69
2025 Q3	$620K	Buy	1,242 +27	+2%	+$12.2K	0.4%	61
2025 Q2	$562K	Buy	1,215 +23	+2%	+$10.8K	0.39%	66
2025 Q1	$533K	Buy	1,192 +13	+1%	+$5.98K	0.4%	68
2024 Q4	$573K	Buy	1,179 +12	+1%	+$6.54K	0.43%	62
2024 Q3	$682K	Buy	1,167 +20	+2%	+$10.7K	0.5%	50
2024 Q2	$536K	Buy	1,147 +32	+3%	+$14.8K	0.43%	60
2024 Q1	$507K	Buy	1,115 +16	+1%	+$7.01K	0.42%	65
2023 Q4	$498K	Buy	+1,099	New	+$487K	0.46%	55

Other funds holding LMT

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

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

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

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

Patrick M. Sweeney & Associates's LMT Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its Lockheed Martin (LMT) stake by 2% in Q3 2026, buying an estimated $14.3K and bringing the position to 1,311 shares worth $668K. The position accounts for 0.38% of the portfolio, ranked #66.

Patrick M. Sweeney & Associates first reported a position in LMT in Q4 2023 and has held it in 12 quarters since. The position peaked at $752K in Q1 2026. 1,581 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

Patrick M. Sweeney & Associates held 1,311 shares of Lockheed Martin worth $668K as of Q3 2026.
Patrick M. Sweeney & Associates bought 26 Lockheed Martin shares in Q3 2026, an estimated $14.3K.
Lockheed Martin made up 0.38% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #66 holding.
Patrick M. Sweeney & Associates first reported a position in Lockheed Martin in Q4 2023 and has held it in 12 quarters since.
Patrick M. Sweeney & Associates's Lockheed Martin position peaked at $752K in Q1 2026.
1,581 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.