EIP
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Essential Investment Partners’s Lockheed Martin LMT Stock Holding History

Essential Investment Partners’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 		$762K Buy
1,495
+96
+7% +$51.9K 0.61% 44
2026
Q1 		$846K Buy
1,399
+14
+1% +$8.62K 0.78% 42
2025
Q4 		$670K Buy
+1,385
New +$663K 0.63% 47

Other funds holding LMT

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CF
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CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Essential Investment Partners's LMT Position: Q2 2026 in Review

Essential Investment Partners increased its Lockheed Martin (LMT) stake by 6.9% in Q2 2026, buying an estimated $51.9K and bringing the position to 1,495 shares worth $762K. The position accounts for 0.61% of the portfolio, ranked #44.

Essential Investment Partners first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $846K in Q1 2026. 718 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Essential Investment Partners held 1,495 shares of Lockheed Martin worth $762K as of Q2 2026.
  • Essential Investment Partners bought 96 Lockheed Martin shares in Q2 2026, an estimated $51.9K.
  • Lockheed Martin made up 0.61% of Essential Investment Partners's portfolio in Q2 2026, its #44 holding.
  • Essential Investment Partners first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's Lockheed Martin position peaked at $846K in Q1 2026.
  • 718 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.