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Rockport Wealth’s Lockheed Martin LMT Stock Holding History

Rockport Wealth’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 		$202K Hold
396
– – 0.03% 108
2026
Q1 		$239K Buy
+396
New +$244K 0.04% 90
2025
Q4 		– Sell
-417
Closed -$208K – 102
2025
Q3 		$208K Buy
+417
New +$189K 0.04% 89

Other funds holding LMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rockport Wealth's LMT Position: Q2 2026 in Review

Rockport Wealth held its Lockheed Martin (LMT) position steady in Q2 2026 at 396 shares worth $202K. The position accounts for 0.03% of the portfolio, ranked #108.

Rockport Wealth first reported a position in LMT in Q3 2025 and has held it in 3 quarters since. The position peaked at $239K in Q1 2026. 1,354 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Rockport Wealth held 396 shares of Lockheed Martin worth $202K as of Q2 2026.
  • Rockport Wealth left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.03% of Rockport Wealth's portfolio in Q2 2026, its #108 holding.
  • Rockport Wealth first reported a position in Lockheed Martin in Q3 2025 and has held it in 3 quarters since.
  • Rockport Wealth's Lockheed Martin position peaked at $239K in Q1 2026.
  • 1,354 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Rockport Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.