Teamwork Financial Advisors
LMT icon

Teamwork Financial Advisors’s Lockheed Martin LMT Stock Holding History

Teamwork Financial 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 		$10.7M Buy
20,919
+20,344
+3,538% +$11.2M 1.17% 48
2026
Q2 		$293K Sell
575
-28
-5% -$15.1K 0.03% 161
2026
Q1 		$364K Buy
603
+78
+15% +$48K 0.04% 164
2025
Q4 		$254K Sell
525
-126
-19% -$60.3K 0.03% 177
2025
Q3 		$325K Buy
651
+173
+36% +$78.5K 0.03% 167
2025
Q2 		$222K Buy
+478
New +$224K 0.03% 177
2024
Q1 		– Sell
-937
Closed -$425K – 194
2023
Q4 		$425K Sell
937
-237
-20% -$105K 0.07% 111
2023
Q3 		$480K Buy
1,174
+109
+10% +$48.4K 0.08% 131
2023
Q2 		$490K Sell
1,065
-24
-2% -$11.1K 0.08% 129
2023
Q1 		$515K Buy
1,089
+81
+8% +$38K 0.1% 121
2022
Q4 		$491K Sell
1,008
-3,451
-77% -$1.6M 0.1% 129
2022
Q3 		$1.72M Sell
4,459
-1,993
-31% -$832K 0.37% 45
2022
Q2 		$2.77M Buy
6,452
+5,202
+416% +$2.28M 0.61% 32
2022
Q1 		$552K Sell
1,250
-126
-9% -$51.1K 0.1% 166
2021
Q4 		$489K Sell
1,376
-13
-0.9% -$4.5K 0.09% 190
2021
Q3 		$479K Buy
1,389
+232
+20% +$84K 0.09% 164
2021
Q2 		$438K Buy
+1,157
New +$445K 0.09% 166
2021
Q1 		– Sell
-1,021
Closed -$363K – 241
2020
Q4 		$363K Sell
1,021
-320
-24% -$118K 0.09% 146
2020
Q3 		$514K Sell
1,341
-71
-5% -$27.1K 0.16% 118
2020
Q2 		$515K Buy
1,412
+274
+24% +$103K 0.18% 106
2020
Q1 		$386K Buy
+1,138
New +$448K 0.24% 77

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

Teamwork Financial Advisors's LMT Position: Q3 2026 in Review

Teamwork Financial Advisors increased its Lockheed Martin (LMT) stake by 3,538% in Q3 2026, buying an estimated $11.2M and bringing the position to 20,919 shares worth $10.7M. The position accounts for 1.17% of the portfolio, ranked #48.

Teamwork Financial Advisors first reported a position in LMT in Q1 2020 and has held it in 21 quarters since. 2,463 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Teamwork Financial Advisors held 20,919 shares of Lockheed Martin worth $10.7M as of Q3 2026.
  • Teamwork Financial Advisors bought 20,344 Lockheed Martin shares in Q3 2026, an estimated $11.2M.
  • Lockheed Martin made up 1.17% of Teamwork Financial Advisors's portfolio in Q3 2026, its #48 holding.
  • Teamwork Financial Advisors first reported a position in Lockheed Martin in Q1 2020 and has held it in 21 quarters since.
  • 2,463 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.