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 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%	-$3.23K	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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

Rockingstone Advisors's LMT Position: Q2 2026 in Review

Rockingstone Advisors increased its Lockheed Martin (LMT) stake by 4% in Q2 2026, buying an estimated $28.1K and bringing the position to 1,350 shares worth $688K. The position accounts for 0.28% of the portfolio, ranked #75.

Rockingstone Advisors first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.09M in Q3 2024. 1,063 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Rockingstone Advisors held 1,350 shares of Lockheed Martin worth $688K as of Q2 2026.
Rockingstone Advisors bought 52 Lockheed Martin shares in Q2 2026, an estimated $28.1K.
Lockheed Martin made up 0.28% of Rockingstone Advisors's portfolio in Q2 2026, its #75 holding.
Rockingstone Advisors first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
Rockingstone Advisors's Lockheed Martin position peaked at $1.09M in Q3 2024.
1,063 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.