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Sunbeam Capital Management’s Lockheed Martin LMT Stock Holding History

Sunbeam Capital Management’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 		$314K Sell
617
-45
-7% -$24.7K 0.14% 90
2026
Q2 		$337K Sell
662
-5
-0.7% -$2.7K 0.15% 95
2026
Q1 		$403K Buy
667
+14
+2% +$8.62K 0.23% 73
2025
Q4 		$316K Buy
653
+4
+0.6% +$1.91K 0.19% 77
2025
Q3 		$324K Buy
+649
New +$294K 0.2% 71

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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

Sunbeam Capital Management's LMT Position: Q3 2026 in Review

Sunbeam Capital Management reduced its Lockheed Martin (LMT) stake by 6.8% in Q3 2026, selling an estimated $24.7K and leaving 617 shares worth $314K. The position accounts for 0.14% of the portfolio, ranked #90.

Sunbeam Capital Management first reported a position in LMT in Q3 2025 and has held it in 5 quarters since. The position peaked at $403K in Q1 2026. 2,463 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Sunbeam Capital Management held 617 shares of Lockheed Martin worth $314K as of Q3 2026.
  • Sunbeam Capital Management sold 45 Lockheed Martin shares in Q3 2026, an estimated $24.7K.
  • Lockheed Martin made up 0.14% of Sunbeam Capital Management's portfolio in Q3 2026, its #90 holding.
  • Sunbeam Capital Management first reported a position in Lockheed Martin in Q3 2025 and has held it in 5 quarters since.
  • Sunbeam Capital Management's Lockheed Martin position peaked at $403K in Q1 2026.
  • 2,463 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Sunbeam Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.