SWMG LLC
LMT icon

SWMG LLC’s Lockheed Martin LMT Stock Holding History

SWMG LLC’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 		$769K Buy
1,303
+467
+56% +$257K 0.17% 51
2026
Q2 		$431K Hold
836
– – 0.1% 71
2026
Q1 		$505K Sell
836
-391
-32% -$241K 0.14% 67
2025
Q4 		$765K Sell
1,227
-914
-43% -$437K 0.21% 49
2025
Q3 		$1.04M Sell
2,141
-1,953
-48% -$886K 0.32% 41
2025
Q2 		$1.72M Sell
4,094
-1
-0% -$468 0.58% 25
2025
Q1 		$1.96M Sell
4,095
-147
-3% -$67.7K 0.78% 28
2024
Q4 		$2.12M Sell
4,242
-1,400
-25% -$763K 0.84% 23
2024
Q3 		$3.15M Buy
5,642
+1,543
+38% +$828K 1.3% 18
2024
Q2 		$1.91M Sell
4,099
-780
-16% -$360K 0.85% 22
2024
Q1 		$2.22M Buy
4,879
+2,953
+153% +$1.29M 1% 22
2023
Q4 		$873K Buy
1,926
+1
+0.1% +$443 0.42% 45
2023
Q3 		$787K Buy
1,925
+479
+33% +$213K 0.41% 46
2023
Q2 		$666K Buy
1,446
+771
+114% +$358K 0.35% 39
2023
Q1 		$319K Buy
+675
New +$317K 0.18% 68
2022
Q1 		$236K Buy
+535
New +$217K 0.13% 61

Other funds holding LMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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 $57B AUM 43.56% 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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

SWMG LLC's LMT Position: Q3 2026 in Review

SWMG LLC increased its Lockheed Martin (LMT) stake by 56% in Q3 2026, buying an estimated $257K and bringing the position to 1,303 shares worth $769K. The position accounts for 0.17% of the portfolio, ranked #51.

SWMG LLC first reported a position in LMT in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.15M in Q3 2024. 1,226 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • SWMG LLC held 1,303 shares of Lockheed Martin worth $769K as of Q3 2026.
  • SWMG LLC bought 467 Lockheed Martin shares in Q3 2026, an estimated $257K.
  • Lockheed Martin made up 0.17% of SWMG LLC's portfolio in Q3 2026, its #51 holding.
  • SWMG LLC first reported a position in Lockheed Martin in Q1 2022 and has held it in 16 quarters since.
  • SWMG LLC's Lockheed Martin position peaked at $3.15M in Q3 2024.
  • 1,226 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.