SI
LMT icon

Saxon Interests’s Lockheed Martin LMT Stock Holding History

Saxon Interests’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 		– Sell
-658
Closed -$335K – 228
2026
Q2 		$335K Buy
658
+2
+0.3% +$1.08K 0.09% 189
2026
Q1 		$396K Sell
656
-18
-3% -$11.1K 0.14% 163
2025
Q4 		$326K Buy
674
+10
+2% +$4.79K 0.11% 164
2025
Q3 		$302K Sell
664
-18
-3% -$8.17K 0.12% 159
2025
Q2 		$304K Hold
682
– – 0.14% 142
2025
Q1 		$304K Sell
682
-24
-3% -$11K 0.14% 142
2024
Q4 		$343K Sell
706
-1
-0.1% -$545 0.15% 129
2024
Q3 		$413K Sell
707
-25
-3% -$13.4K 0.19% 116
2024
Q2 		$342K Sell
732
-78
-10% -$36K 0.16% 126
2024
Q1 		$368K Sell
810
-6
-0.7% -$2.63K 0.18% 125
2023
Q4 		$370K Buy
+816
New +$362K 0.19% 124
2023
Q3 		– Sell
-781
Closed -$359K – 142
2023
Q2 		$359K Sell
781
-10
-1% -$4.64K 0.19% 114
2023
Q1 		$374K Buy
791
+3
+0.4% +$1.41K 0.21% 120
2022
Q4 		$361K Sell
788
-22
-3% -$10.2K 0.21% 111
2022
Q3 		$326K Buy
810
+72
+10% +$30.1K 0.2% 102
2022
Q2 		$317K Buy
738
+165
+29% +$72.4K 0.19% 110
2022
Q1 		$253K Buy
+573
New +$232K 0.13% 122

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Saxon Interests's LMT Position: Q3 2026 in Review

Saxon Interests sold out of Lockheed Martin (LMT) in Q3 2026, closing a stake of 658 shares — an estimated $335K sold.

Saxon Interests first reported a position in LMT in Q1 2022 and held it in 17 quarters. The position peaked at $413K in Q3 2024. 2,163 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Saxon Interests reported no remaining Lockheed Martin position as of Q3 2026 after selling out during the quarter.
  • Saxon Interests sold 658 Lockheed Martin shares in Q3 2026, an estimated $335K.
  • Saxon Interests first reported a position in Lockheed Martin in Q1 2022 and held it in 17 quarters.
  • Saxon Interests's Lockheed Martin position peaked at $413K in Q3 2024.
  • 2,163 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Saxon Interests's 13F filing for Q3 2026, filed 26 Oct 2026.