COMPASS FINANCIAL MANAGEMENT LLC’s Lockheed Martin LMT Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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 Q2	$492K	Buy	+948	New	+$513K	0.06%	277

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's LMT Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Lockheed Martin (LMT) in Q2 2026: 948 shares worth $492K. The stake represents 0.06% of the portfolio and ranks #277 among its holdings.

2,214 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 948 shares of Lockheed Martin worth $492K as of Q2 2026.
Lockheed Martin was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Lockheed Martin made up 0.06% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #277 holding.
2,214 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.