Rockingstone Advisors
LMT icon

Rockingstone Advisors’s Lockheed Martin LMT Stock Holding History

Rockingstone Advisors’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 		$687K Hold
1,350
– – 0.28% 73
2026
Q2 		$688K Buy
1,350
+52
+4% +$28.1K 0.28% 75
2026
Q1 		$784K Hold
1,298
– – 0.36% 69
2025
Q4 		$628K Sell
1,298
-15
-1% -$7.18K 0.29% 77
2025
Q3 		$655K Sell
1,313
-50
-4% -$22.7K 0.32% 73
2025
Q2 		$631K Sell
1,363
-50
-4% -$23.4K 0.33% 73
2025
Q1 		$631K Sell
1,413
-440
-24% -$203K 0.28% 72
2024
Q4 		$900K Sell
1,853
-15
-0.8% -$8.18K 0.4% 64
2024
Q3 		$1.09M Sell
1,868
-67
-3% -$36K 0.54% 56
2024
Q2 		$904K Sell
1,935
-7
-0.4% -$3.24K 0.46% 61
2024
Q1 		$883K Buy
1,942
+55
+3% +$24.1K 0.46% 65
2023
Q4 		$855K Sell
1,887
-158
-8% -$70K 0.48% 68
2023
Q3 		$836K Buy
2,045
+121
+6% +$53.7K 0.46% 65
2023
Q2 		$886K Buy
1,924
+20
+1% +$9.28K 0.5% 62
2023
Q1 		$900K Sell
1,904
-30
-2% -$14.1K 0.55% 63
2022
Q4 		$941K Buy
+1,934
New +$899K 0.7% 56

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Rockingstone Advisors's LMT Position: Q3 2026 in Review

Rockingstone Advisors held its Lockheed Martin (LMT) position steady in Q3 2026 at 1,350 shares worth $687K. The position accounts for 0.28% of the portfolio, ranked #73.

Rockingstone Advisors first reported a position in LMT in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.09M in Q3 2024. 2,463 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Rockingstone Advisors held 1,350 shares of Lockheed Martin worth $687K as of Q3 2026.
  • Rockingstone Advisors left its Lockheed Martin share count unchanged in Q3 2026.
  • Lockheed Martin made up 0.28% of Rockingstone Advisors's portfolio in Q3 2026, its #73 holding.
  • Rockingstone Advisors first reported a position in Lockheed Martin in Q4 2022 and has held it in 16 quarters since.
  • Rockingstone Advisors's Lockheed Martin position peaked at $1.09M in Q3 2024.
  • 2,463 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Rockingstone Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.