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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arrowroot Family Office's LMT Position: Q1 2026 in Review

Arrowroot Family Office reduced its Lockheed Martin (LMT) stake by 32% in Q1 2026, selling an estimated $102K and leaving 355 shares worth $214K. The position accounts for 0.07% of the portfolio, ranked #150.

Arrowroot Family Office first reported a position in LMT in Q3 2023 and has held it in 10 quarters since. The position peaked at $305K in Q2 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Arrowroot Family Office held 355 shares of Lockheed Martin worth $214K as of Q1 2026.
Arrowroot Family Office sold 166 Lockheed Martin shares in Q1 2026, an estimated $102K.
Lockheed Martin made up 0.07% of Arrowroot Family Office's portfolio in Q1 2026, its #150 holding.
Arrowroot Family Office first reported a position in Lockheed Martin in Q3 2023 and has held it in 10 quarters since.
Arrowroot Family Office's Lockheed Martin position peaked at $305K in Q2 2024.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.