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Henderson Brothers Financial Partners’s Lockheed Martin LMT Stock Holding History

Henderson Brothers Financial 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 		$318K Sell
624
-473
-43% -$256K 0.15% 58
2026
Q1 		$663K Buy
+1,097
New +$676K 0.17% 55
2025
Q1 		$267K Buy
+551
New +$254K 0.13% 63

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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

Henderson Brothers Financial Partners's LMT Position: Q2 2026 in Review

Henderson Brothers Financial Partners reduced its Lockheed Martin (LMT) stake by 43% in Q2 2026, selling an estimated $256K and leaving 624 shares worth $318K. The position accounts for 0.15% of the portfolio, ranked #58.

Henderson Brothers Financial Partners first reported a position in LMT in Q1 2025 and has held it in 3 quarters since. The position peaked at $663K in Q1 2026. 2,755 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Henderson Brothers Financial Partners held 624 shares of Lockheed Martin worth $318K as of Q2 2026.
  • Henderson Brothers Financial Partners sold 473 Lockheed Martin shares in Q2 2026, an estimated $256K.
  • Lockheed Martin made up 0.15% of Henderson Brothers Financial Partners's portfolio in Q2 2026, its #58 holding.
  • Henderson Brothers Financial Partners first reported a position in Lockheed Martin in Q1 2025 and has held it in 3 quarters since.
  • Henderson Brothers Financial Partners's Lockheed Martin position peaked at $663K in Q1 2026.
  • 2,755 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Henderson Brothers Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.