CFM
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Compass Financial Management’s Lockheed Martin LMT Stock Holding History

Compass Financial Management’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
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
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Compass Financial Management's LMT Position: Q2 2026 in Review

Compass Financial Management 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.

2,657 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Compass Financial Management held 948 shares of Lockheed Martin worth $492K as of Q2 2026.
  • Lockheed Martin was a new Compass Financial Management position in Q2 2026.
  • Lockheed Martin made up 0.06% of Compass Financial Management's portfolio in Q2 2026, its #277 holding.
  • 2,657 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.