MHR
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Matthew Hamilton Rosenberg’s Lockheed Martin LMT Stock Holding History

Matthew Hamilton Rosenberg’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 		$396K Sell
778
-32
-4% -$17.3K 0.07% 129
2026
Q1 		$490K Sell
810
-1
-0.1% -$616 0.1% 94
2025
Q4 		$392K Sell
811
-42
-5% -$20.1K 0.08% 115
2025
Q3 		$426K Buy
853
+48
+6% +$21.8K 0.09% 101
2025
Q2 		$373K Sell
805
-112
-12% -$52.4K 0.09% 113
2025
Q1 		$410K Buy
917
+36
+4% +$16.6K 0.1% 90
2024
Q4 		$428K Sell
881
-5
-0.6% -$2.73K 0.11% 82
2024
Q3 		$518K Buy
886
+11
+1% +$5.91K 0.14% 73
2024
Q2 		$408K Buy
875
+72
+9% +$33.3K 0.12% 81
2024
Q1 		$364K Sell
803
-41
-5% -$18K 0.11% 98
2023
Q4 		$383K Buy
844
+14
+2% +$6.2K 0.12% 90
2023
Q3 		$339K Sell
830
-71
-8% -$31.5K 0.11% 92
2023
Q2 		$415K Sell
901
-20
-2% -$9.28K 0.14% 78
2023
Q1 		$435K Hold
921
– – 0.14% 79
2022
Q4 		$448K Buy
921
+3
+0.3% +$1.39K 0.15% 76
2022
Q3 		$355K Buy
918
+65
+8% +$27.1K 0.14% 94
2022
Q2 		$370K Buy
853
+40
+5% +$17.6K 0.14% 92
2022
Q1 		$259K Buy
813
+15
+2% +$6.08K 0.09% 147
2021
Q4 		$284K Buy
798
+198
+33% +$68.5K 0.1% 127
2021
Q3 		$207K Sell
600
-121
-17% -$43.8K 0.08% 158
2021
Q2 		$273K Hold
721
– – 0.14% 93
2021
Q1 		$266K Buy
721
+11
+2% +$3.77K 0.15% 88
2020
Q4 		$252K Sell
710
-123
-15% -$45.2K 0.16% 75
2020
Q3 		$319K Hold
833
– – 0.23% 54
2020
Q2 		$304K Buy
833
+269
+48% +$102K 0.24% 47
2020
Q1 		$192K Buy
+564
New +$222K 0.19% 58

Other funds holding LMT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 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

Matthew Hamilton Rosenberg's LMT Position: Q2 2026 in Review

Matthew Hamilton Rosenberg reduced its Lockheed Martin (LMT) stake by 4% in Q2 2026, selling an estimated $17.3K and leaving 778 shares worth $396K. The position accounts for 0.07% of the portfolio, ranked #129.

Matthew Hamilton Rosenberg first reported a position in LMT in Q1 2020 and has held it in 26 quarters since. The position peaked at $518K in Q3 2024. 991 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Matthew Hamilton Rosenberg held 778 shares of Lockheed Martin worth $396K as of Q2 2026.
  • Matthew Hamilton Rosenberg sold 32 Lockheed Martin shares in Q2 2026, an estimated $17.3K.
  • Lockheed Martin made up 0.07% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #129 holding.
  • Matthew Hamilton Rosenberg first reported a position in Lockheed Martin in Q1 2020 and has held it in 26 quarters since.
  • Matthew Hamilton Rosenberg's Lockheed Martin position peaked at $518K in Q3 2024.
  • 991 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.