Stiles Financial Services
LMT icon

Stiles Financial Services’s Lockheed Martin LMT Stock Holding History

Stiles Financial Services’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 		$2.47M Sell
4,859
-154
-3% -$84.6K 0.63% 50
2026
Q2 		$2.55M Buy
5,013
+328
+7% +$177K 0.64% 50
2026
Q1 		$2.83M Buy
4,685
+142
+3% +$87.5K 0.87% 37
2025
Q4 		$2.2M Buy
4,543
+167
+4% +$79.9K 0.68% 49
2025
Q3 		$2.18M Sell
4,376
-116
-3% -$52.6K 0.69% 48
2025
Q2 		$2.08M Buy
4,492
+154
+4% +$72.1K 0.72% 49
2025
Q1 		$1.94M Buy
4,338
+191
+5% +$87.9K 0.75% 50
2024
Q4 		$2.02M Sell
4,147
-721
-15% -$393K 0.73% 47
2024
Q3 		$2.85M Sell
4,868
-104
-2% -$55.8K 1% 32
2024
Q2 		$2.33M Buy
4,972
+921
+23% +$426K 0.89% 35
2024
Q1 		$1.85M Buy
4,051
+1,023
+34% +$448K 0.74% 45
2023
Q4 		$1.38M Buy
3,028
+911
+43% +$404K 0.62% 53
2023
Q3 		$866K Buy
2,117
+1,007
+91% +$447K 0.45% 69
2023
Q2 		$511K Buy
1,110
+256
+30% +$119K 0.25% 100
2023
Q1 		$404K Buy
854
+156
+22% +$73.2K 0.22% 115
2022
Q4 		$340K Buy
698
+8
+1% +$3.72K 0.19% 124
2022
Q3 		$267K Buy
690
+3
+0.4% +$1.25K 0.16% 137
2022
Q2 		$295K Sell
687
-27
-4% -$11.9K 0.18% 129
2022
Q1 		$315K Sell
714
-13
-2% -$5.27K 0.16% 129
2021
Q4 		$227K Buy
+727
New +$251K 0.11% 165

Other funds holding LMT

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Stiles Financial Services's LMT Position: Q3 2026 in Review

Stiles Financial Services reduced its Lockheed Martin (LMT) stake by 3.1% in Q3 2026, selling an estimated $84.6K and leaving 4,859 shares worth $2.47M. The position accounts for 0.63% of the portfolio, ranked #50.

Stiles Financial Services first reported a position in LMT in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.85M in Q3 2024. 1,465 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Stiles Financial Services held 4,859 shares of Lockheed Martin worth $2.47M as of Q3 2026.
  • Stiles Financial Services sold 154 Lockheed Martin shares in Q3 2026, an estimated $84.6K.
  • Lockheed Martin made up 0.63% of Stiles Financial Services's portfolio in Q3 2026, its #50 holding.
  • Stiles Financial Services first reported a position in Lockheed Martin in Q4 2021 and has held it in 20 quarters since.
  • Stiles Financial Services's Lockheed Martin position peaked at $2.85M in Q3 2024.
  • 1,465 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.