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Flatrock Wealth Partners’s Lockheed Martin LMT Stock Holding History

Flatrock Wealth 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 		$320K Buy
627
+59
+10% +$31.9K 0.13% 112
2026
Q1 		$343K Buy
568
+77
+16% +$47.4K 0.15% 91
2025
Q4 		$238K Buy
+491
New +$235K 0.11% 139

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

Flatrock Wealth Partners's LMT Position: Q2 2026 in Review

Flatrock Wealth Partners increased its Lockheed Martin (LMT) stake by 10% in Q2 2026, buying an estimated $31.9K and bringing the position to 627 shares worth $320K. The position accounts for 0.13% of the portfolio, ranked #112.

Flatrock Wealth Partners first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $343K in Q1 2026. 2,764 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Flatrock Wealth Partners held 627 shares of Lockheed Martin worth $320K as of Q2 2026.
  • Flatrock Wealth Partners bought 59 Lockheed Martin shares in Q2 2026, an estimated $31.9K.
  • Lockheed Martin made up 0.13% of Flatrock Wealth Partners's portfolio in Q2 2026, its #112 holding.
  • Flatrock Wealth Partners first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • Flatrock Wealth Partners's Lockheed Martin position peaked at $343K in Q1 2026.
  • 2,764 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Flatrock Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.