SBK Financial
LMT icon

SBK Financial’s Lockheed Martin LMT Stock Holding History

SBK Financial’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 		$127K Sell
250
-16
-6% -$8.8K 0.06% 87
2026
Q2 		$136K Buy
266
+16
+6% +$8.65K 0.09% 89
2026
Q1 		$151K Buy
+250
New +$154K 0.13% 86
2022
Q1 		– Sell
-250
Closed -$89K – 103
2021
Q4 		$89K Buy
+250
New +$86.5K 0.07% 91

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
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

SBK Financial's LMT Position: Q3 2026 in Review

SBK Financial reduced its Lockheed Martin (LMT) stake by 6% in Q3 2026, selling an estimated $8.8K and leaving 250 shares worth $127K. The position accounts for 0.06% of the portfolio, ranked #87.

SBK Financial first reported a position in LMT in Q4 2021 and has held it in 4 quarters since. The position peaked at $151K in Q1 2026. 1,798 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • SBK Financial held 250 shares of Lockheed Martin worth $127K as of Q3 2026.
  • SBK Financial sold 16 Lockheed Martin shares in Q3 2026, an estimated $8.8K.
  • Lockheed Martin made up 0.06% of SBK Financial's portfolio in Q3 2026, its #87 holding.
  • SBK Financial first reported a position in Lockheed Martin in Q4 2021 and has held it in 4 quarters since.
  • SBK Financial's Lockheed Martin position peaked at $151K in Q1 2026.
  • 1,798 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on SBK Financial's 13F filing for Q3 2026, filed 2 Nov 2026.