Shade Tree Advisors’s Lockheed Martin LMT Stock Holding History

Shade Tree Advisors’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	$236K	Buy	+464	New	+$255K	0.13%	57

Other funds holding LMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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 $57B AUM 43.56% 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

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Shade Tree Advisors's LMT Position: Q3 2026 in Review

Shade Tree Advisors opened a new position in Lockheed Martin (LMT) in Q3 2026: 464 shares worth $236K. The stake represents 0.13% of the portfolio and ranks #57 among its holdings.

1,226 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

Shade Tree Advisors held 464 shares of Lockheed Martin worth $236K as of Q3 2026.
Lockheed Martin was a new Shade Tree Advisors position in Q3 2026.
Lockheed Martin made up 0.13% of Shade Tree Advisors's portfolio in Q3 2026, its #57 holding.
1,226 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Shade Tree Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.