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
Q3 		$419K Buy
823
+45
+6% +$24.7K 0.08% 131
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Matthew Hamilton Rosenberg's LMT Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its Lockheed Martin (LMT) stake by 5.8% in Q3 2026, buying an estimated $24.7K and bringing the position to 823 shares worth $419K. The position accounts for 0.08% of the portfolio, ranked #131.

Matthew Hamilton Rosenberg first reported a position in LMT in Q1 2020 and has held it in 27 quarters since. The position peaked at $518K in Q3 2024. 1,927 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Matthew Hamilton Rosenberg held 823 shares of Lockheed Martin worth $419K as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 45 Lockheed Martin shares in Q3 2026, an estimated $24.7K.
  • Lockheed Martin made up 0.08% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #131 holding.
  • Matthew Hamilton Rosenberg first reported a position in Lockheed Martin in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's Lockheed Martin position peaked at $518K in Q3 2024.
  • 1,927 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.