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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
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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Roman Butler Fullerton & Co's LMT Position: Q1 2026 in Review

Roman Butler Fullerton & Co increased its Lockheed Martin (LMT) stake by 2.5% in Q1 2026, buying an estimated $17.9K and bringing the position to 1,186 shares worth $745K. The position accounts for 0.21% of the portfolio, ranked #119.

Roman Butler Fullerton & Co first reported a position in LMT in Q4 2024 and has held it in 5 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Roman Butler Fullerton & Co held 1,186 shares of Lockheed Martin worth $745K as of Q1 2026.
  • Roman Butler Fullerton & Co bought 29 Lockheed Martin shares in Q1 2026, an estimated $17.9K.
  • Lockheed Martin made up 0.21% of Roman Butler Fullerton & Co's portfolio in Q1 2026, its #119 holding.
  • Roman Butler Fullerton & Co first reported a position in Lockheed Martin in Q4 2024 and has held it in 5 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q1 2026, filed 30 Apr 2026.