SYM Financial Corp’s Lockheed Martin LMT Stock Holding History

SYM Financial Corp’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	$528K	Buy	1,036 +183	+21%	+$101K	0.04%	156
2026 Q2	$435K	Sell	853 -22	-3%	-$11.9K	0.03%	178
2026 Q1	$529K	Buy	875 +92	+12%	+$56.7K	0.05%	122
2025 Q4	$379K	Buy	783 +152	+24%	+$72.7K	0.04%	178
2025 Q3	$315K	Buy	631 +46	+8%	+$20.9K	0.03%	207
2025 Q2	$271K	Buy	585 +110	+23%	+$51.5K	0.03%	233
2025 Q1	$212K	Buy	475 +41	+9%	+$18.9K	0.03%	252
2024 Q4	$211K	Buy	434 +23	+6%	+$12.5K	0.03%	224
2024 Q3	$240K	Buy	+411	New	+$221K	0.03%	144
2020 Q1	–	Sell	-573	Closed	-$223K	–	83
2019 Q4	$223K	Hold	573	–	–	0.15%	40
2019 Q3	$224K	Buy	+573	New	+$215K	0.15%	30

Other funds holding LMT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

SYM Financial Corp's LMT Position: Q3 2026 in Review

SYM Financial Corp increased its Lockheed Martin (LMT) stake by 21% in Q3 2026, buying an estimated $101K and bringing the position to 1,036 shares worth $528K. The position accounts for 0.04% of the portfolio, ranked #156.

SYM Financial Corp first reported a position in LMT in Q3 2019 and has held it in 11 quarters since. The position peaked at $529K in Q1 2026. 1,682 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

SYM Financial Corp held 1,036 shares of Lockheed Martin worth $528K as of Q3 2026.
SYM Financial Corp bought 183 Lockheed Martin shares in Q3 2026, an estimated $101K.
Lockheed Martin made up 0.04% of SYM Financial Corp's portfolio in Q3 2026, its #156 holding.
SYM Financial Corp first reported a position in Lockheed Martin in Q3 2019 and has held it in 11 quarters since.
SYM Financial Corp's Lockheed Martin position peaked at $529K in Q1 2026.
1,682 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.