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Roman Butler Fullerton & Co’s Lockheed Martin LMT Stock Holding History

Roman Butler Fullerton & Co’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 		$710K Buy
1,364
+178
+15% +$96.2K 0.17% 144
2026
Q1 		$745K Buy
1,186
+29
+3% +$17.9K 0.21% 119
2025
Q4 		$687K Buy
1,157
+641
+124% +$307K 0.18% 132
2025
Q3 		$251K Buy
+516
New +$234K 0.07% 231
2025
Q2 		– Sell
-429
Closed -$201K – 259
2025
Q1 		$201K Sell
429
-105
-20% -$48.3K 0.08% 218
2024
Q4 		$269K Buy
+534
New +$291K 0.09% 193

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Roman Butler Fullerton & Co's LMT Position: Q2 2026 in Review

Roman Butler Fullerton & Co increased its Lockheed Martin (LMT) stake by 15% in Q2 2026, buying an estimated $96.2K and bringing the position to 1,364 shares worth $710K. The position accounts for 0.17% of the portfolio, ranked #144.

Roman Butler Fullerton & Co first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $745K in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Roman Butler Fullerton & Co held 1,364 shares of Lockheed Martin worth $710K as of Q2 2026.
  • Roman Butler Fullerton & Co bought 178 Lockheed Martin shares in Q2 2026, an estimated $96.2K.
  • Lockheed Martin made up 0.17% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #144 holding.
  • Roman Butler Fullerton & Co first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • Roman Butler Fullerton & Co's Lockheed Martin position peaked at $745K in Q1 2026.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.