Polaris Financial Partners’s Lockheed Martin LMT Stock Holding History

Polaris Financial Partners’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	$60K	Buy	+116	New	+$63.8K	0.03%	167

Other funds holding LMT

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

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return

Polaris Financial Partners's LMT Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Lockheed Martin (LMT) in Q3 2026: 116 shares worth $60K. The stake represents 0.03% of the portfolio and ranks #167 among its holdings.

18 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

Polaris Financial Partners held 116 shares of Lockheed Martin worth $60K as of Q3 2026.
Lockheed Martin was a new Polaris Financial Partners position in Q3 2026.
Lockheed Martin made up 0.03% of Polaris Financial Partners's portfolio in Q3 2026, its #167 holding.
18 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.