Patten Group
LMT icon

Patten Group’s Lockheed Martin LMT Stock Holding History

Patten Group’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
2017
Q4 		– Sell
-8
Closed -$2K – 633
2017
Q3 		$2K Buy
+8
New +$2.39K ﹤0.01% 585

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

Patten Group's LMT Position: Q3 2026 in Review

Patten Group increased its Lockheed Martin (LMT) stake by 9.5% in Q3 2026, buying an estimated $62.7K and bringing the position to 1,319 shares worth $672K. The position accounts for 0.1% of the portfolio, ranked #184.

Patten Group first reported a position in LMT in Q2 2015 and has held it in 46 quarters since. The position peaked at $1.52M in Q3 2024. 1,832 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Patten Group held 1,319 shares of Lockheed Martin worth $672K as of Q3 2026.
  • Patten Group bought 114 Lockheed Martin shares in Q3 2026, an estimated $62.7K.
  • Lockheed Martin made up 0.1% of Patten Group's portfolio in Q3 2026, its #184 holding.
  • Patten Group first reported a position in Lockheed Martin in Q2 2015 and has held it in 46 quarters since.
  • Patten Group's Lockheed Martin position peaked at $1.52M in Q3 2024.
  • 1,832 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Patten Group's 13F filing for Q3 2026, filed 26 Oct 2026.