Romano Brothers & Co’s Lockheed Martin LMT Stock Holding History

Romano Brothers & 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	$274K	Buy	538 +11	+2%	+$5.95K	0.03%	298
2026 Q1	$319K	Hold	527	–	–	0.04%	279
2025 Q4	$255K	Sell	527 -5	-0.9%	-$2.39K	0.03%	291
2025 Q3	$266K	Sell	532 -40	-7%	-$18.1K	0.03%	293
2025 Q2	$265K	Hold	572	–	–	0.03%	283
2025 Q1	$256K	Sell	572 -23	-4%	-$10.6K	0.03%	281
2024 Q4	$289K	Hold	595	–	–	0.04%	270
2024 Q3	$348K	Buy	595 +37	+7%	+$19.9K	0.04%	247
2024 Q2	$261K	Buy	558 +40	+8%	+$18.5K	0.04%	268
2024 Q1	$236K	Sell	518 -11	-2%	-$4.82K	0.03%	285
2023 Q4	$240K	Sell	529 -158	-23%	-$70K	0.04%	273
2023 Q3	$281K	Sell	687 -5	-0.7%	-$2.22K	0.04%	258
2023 Q2	$319K	Hold	692	–	–	0.05%	249
2023 Q1	$327K	Hold	692	–	–	0.05%	247
2022 Q4	$337K	Buy	692 +12	+2%	+$5.58K	0.05%	242
2022 Q3	$263K	Buy	+680	New	+$284K	0.04%	261

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

Romano Brothers & Co's LMT Position: Q2 2026 in Review

Romano Brothers & Co increased its Lockheed Martin (LMT) stake by 2.1% in Q2 2026, buying an estimated $5.95K and bringing the position to 538 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #298.

Romano Brothers & Co first reported a position in LMT in Q3 2022 and has held it in 16 quarters since. The position peaked at $348K in Q3 2024. 1,072 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Romano Brothers & Co held 538 shares of Lockheed Martin worth $274K as of Q2 2026.
Romano Brothers & Co bought 11 Lockheed Martin shares in Q2 2026, an estimated $5.95K.
Lockheed Martin made up 0.03% of Romano Brothers & Co's portfolio in Q2 2026, its #298 holding.
Romano Brothers & Co first reported a position in Lockheed Martin in Q3 2022 and has held it in 16 quarters since.
Romano Brothers & Co's Lockheed Martin position peaked at $348K in Q3 2024.
1,072 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.