Rothwell Investment Advisors, LLC’s Lockheed Martin LMT Stock Holding History

Rothwell Investment Advisors, LLC’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	$365K	Buy	+716	New	+$394K	0.2%	105

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

Rothwell Investment Advisors, LLC's LMT Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Lockheed Martin (LMT) in Q3 2026: 716 shares worth $365K. The stake represents 0.2% of the portfolio and ranks #105 among its holdings.

1,682 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

Rothwell Investment Advisors, LLC held 716 shares of Lockheed Martin worth $365K as of Q3 2026.
Lockheed Martin was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Lockheed Martin made up 0.2% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #105 holding.
1,682 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.