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Three Bearings Fiduciary Advisors’s Lockheed Martin LMT Stock Holding History

Three Bearings Fiduciary 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
Q2 		$510 Hold
1
– – ﹤0.01% 300
2026
Q1 		$605 Hold
1
– – ﹤0.01% 311
2025
Q4 		$635 Buy
+1
New +$479 ﹤0.01% 353

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Three Bearings Fiduciary Advisors's LMT Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Lockheed Martin (LMT) position steady in Q2 2026 at 1 share worth $510. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Three Bearings Fiduciary Advisors first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $635 in Q4 2025. 1,812 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 1 share of Lockheed Martin worth $510 as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up ﹤0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #300 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • Three Bearings Fiduciary Advisors's Lockheed Martin position peaked at $635 in Q4 2025.
  • 1,812 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.