tru Independence
LMT icon

tru Independence’s Lockheed Martin LMT Stock Holding History

tru Independence’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 		$461K Buy
905
+17
+2% +$9.34K 0.2% 57
2026
Q2 		$452K Sell
888
-2
-0.2% -$1.08K 0.2% 60
2026
Q1 		$538K Buy
890
+15
+2% +$9.24K 0.27% 42
2025
Q4 		$423K Buy
875
+3
+0.3% +$1.44K 0.11% 91
2025
Q3 		$435K Buy
872
+2
+0.2% +$907 0.11% 92
2025
Q2 		$403K Buy
870
+10
+1% +$4.68K 0.12% 89
2025
Q1 		$384K Buy
860
+2
+0.2% +$921 0.12% 87
2024
Q4 		$417K Buy
858
+6
+0.7% +$3.27K 0.13% 82
2024
Q3 		$498K Buy
852
+25
+3% +$13.4K 0.15% 79
2024
Q2 		$386K Buy
827
+20
+2% +$9.24K 0.12% 84
2024
Q1 		$367K Sell
807
-1
-0.1% -$438 0.11% 88
2023
Q4 		$366K Buy
+808
New +$358K 0.11% 90
2021
Q3 		– Sell
-319
Closed -$121K – 282
2021
Q2 		$121K Sell
319
-670
-68% -$258K 0.04% 118
2021
Q1 		$365K Sell
989
-602
-38% -$207K 0.07% 195
2020
Q4 		$566 Buy
1,591
+210
+15% +$77.2K ﹤0.01% 375
2020
Q3 		$529K Buy
1,381
+111
+9% +$42.4K 0.15% 115
2020
Q2 		$463K Buy
1,270
+21
+2% +$7.93K 0.07% 175
2020
Q1 		$423K Hold
1,249
– – 0.07% 156
2019
Q4 		$423K Buy
+1,249
New +$479K 0.06% 182

Other funds holding LMT

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
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
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

tru Independence's LMT Position: Q3 2026 in Review

tru Independence increased its Lockheed Martin (LMT) stake by 1.9% in Q3 2026, buying an estimated $9.34K and bringing the position to 905 shares worth $461K. The position accounts for 0.2% of the portfolio, ranked #57.

tru Independence first reported a position in LMT in Q4 2019 and has held it in 19 quarters since. The position peaked at $538K in Q1 2026. 858 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • tru Independence held 905 shares of Lockheed Martin worth $461K as of Q3 2026.
  • tru Independence bought 17 Lockheed Martin shares in Q3 2026, an estimated $9.34K.
  • Lockheed Martin made up 0.2% of tru Independence's portfolio in Q3 2026, its #57 holding.
  • tru Independence first reported a position in Lockheed Martin in Q4 2019 and has held it in 19 quarters since.
  • tru Independence's Lockheed Martin position peaked at $538K in Q1 2026.
  • 858 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on tru Independence's 13F filing for Q3 2026, filed 20 Oct 2026.