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Arrowroot Family Office’s Lockheed Martin LMT Stock Holding History

Arrowroot Family Office’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 		– Sell
-355
Closed -$214K – 175
2026
Q1 		$214K Sell
355
-166
-32% -$102K 0.07% 150
2025
Q4 		$252K Sell
521
-60
-10% -$28.7K 0.09% 127
2025
Q3 		$290K Sell
581
-17
-3% -$7.71K 0.12% 117
2025
Q2 		$277K Buy
+598
New +$280K 0.12% 115
2024
Q4 		$233K Buy
479
+116
+32% +$63.2K 0.12% 119
2024
Q3 		$212K Sell
363
-290
-44% -$156K 0.12% 122
2024
Q2 		$305K Sell
653
-6
-0.9% -$2.77K 0.2% 97
2024
Q1 		$300K Buy
659
+155
+31% +$67.9K 0.19% 101
2023
Q4 		$229K Buy
504
+5
+1% +$2.21K 0.16% 113
2023
Q3 		$204K Buy
+499
New +$221K 0.16% 112

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Arrowroot Family Office's LMT Position: Q2 2026 in Review

Arrowroot Family Office sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 355 shares — an estimated $214K sold.

Arrowroot Family Office first reported a position in LMT in Q3 2023 and held it in 10 quarters. The position peaked at $305K in Q2 2024. 2,784 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Arrowroot Family Office reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Arrowroot Family Office sold 355 Lockheed Martin shares in Q2 2026, an estimated $214K.
  • Arrowroot Family Office first reported a position in Lockheed Martin in Q3 2023 and held it in 10 quarters.
  • Arrowroot Family Office's Lockheed Martin position peaked at $305K in Q2 2024.
  • 2,784 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.