TrueFG’s Lockheed Martin LMT Stock Holding History

TrueFG’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	$516K	Hold	1,013	–	–	0.12%	42
2026 Q2	$516K	Hold	1,013	–	–	0.12%	42
2026 Q1	$612K	Buy	1,013 +12	+1%	+$7.39K	0.16%	33
2025 Q4	$484K	Hold	1,001	–	–	0.13%	39
2025 Q3	$500K	Hold	1,001	–	–	0.14%	37
2025 Q2	$464K	Hold	1,001	–	–	0.14%	37
2025 Q1	$447K	Hold	1,001	–	–	0.15%	32
2024 Q4	$486K	Hold	1,001	–	–	0.16%	31
2024 Q3	$585K	Hold	1,001	–	–	0.19%	26
2024 Q2	$468K	Hold	1,001	–	–	0.17%	30
2024 Q1	$455K	Hold	1,001	–	–	0.17%	31
2023 Q4	$454K	Buy	1,001 +1	+0.1%	+$443	0.18%	30
2023 Q3	$409K	Hold	1,000	–	–	0.18%	31
2023 Q2	$460K	Hold	1,000	–	–	0.2%	27
2023 Q1	$473K	Hold	1,000	–	–	0.21%	27
2022 Q4	$486K	Hold	1,000	–	–	0.23%	26
2022 Q3	$386K	Hold	1,000	–	–	0.2%	28
2022 Q2	$430K	Hold	1,000	–	–	0.22%	26
2022 Q1	$441K	Hold	1,000	–	–	0.2%	26
2021 Q4	$355K	Hold	1,000	–	–	0.16%	29
2021 Q3	$332K	Hold	1,000	–	–	0.15%	31
2021 Q2	$378K	Hold	1,000	–	–	0.19%	26
2021 Q1	$370K	Hold	1,000	–	–	0.2%	25
2020 Q4	$355K	Hold	1,000	–	–	0.21%	24
2020 Q3	$383K	Hold	1,000	–	–	0.27%	24
2020 Q2	$365K	Hold	1,000	–	–	0.28%	24
2020 Q1	$339K	Hold	1,000	–	–	0.31%	22
2019 Q4	$389K	Buy	+1,000	New	+$384K	0.29%	23

Other funds holding LMT

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

TrueFG's LMT Position: Q3 2026 in Review

TrueFG held its Lockheed Martin (LMT) position steady in Q3 2026 at 1,013 shares worth $516K. The position accounts for 0.12% of the portfolio, ranked #42.

TrueFG first reported a position in LMT in Q4 2019 and has held it in 28 quarters since. The position peaked at $612K in Q1 2026. 541 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

TrueFG held 1,013 shares of Lockheed Martin worth $516K as of Q3 2026.
TrueFG left its Lockheed Martin share count unchanged in Q3 2026.
Lockheed Martin made up 0.12% of TrueFG's portfolio in Q3 2026, its #42 holding.
TrueFG first reported a position in Lockheed Martin in Q4 2019 and has held it in 28 quarters since.
TrueFG's Lockheed Martin position peaked at $612K in Q1 2026.
541 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on TrueFG's 13F filing for Q3 2026, filed 14 Oct 2026.