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Root Financial Partners’s Lockheed Martin LMT Stock Holding History

Root Financial Partners’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 		$479K Buy
793
+113
+17% +$69.6K 0.02% 165
2025
Q4 		$329K Buy
680
+23
+4% +$11K 0.02% 218
2025
Q3 		$328K Buy
657
+106
+19% +$48.1K 0.02% 203
2025
Q2 		$255K Buy
551
+10
+2% +$4.68K 0.02% 205
2025
Q1 		$242K Buy
541
+25
+5% +$11.5K 0.03% 184
2024
Q4 		$251K Buy
+516
New +$281K 0.03% 176

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

Root Financial Partners's LMT Position: Q1 2026 in Review

Root Financial Partners increased its Lockheed Martin (LMT) stake by 17% in Q1 2026, buying an estimated $69.6K and bringing the position to 793 shares worth $479K. The position accounts for 0.02% of the portfolio, ranked #165.

Root Financial Partners first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Root Financial Partners held 793 shares of Lockheed Martin worth $479K as of Q1 2026.
  • Root Financial Partners bought 113 Lockheed Martin shares in Q1 2026, an estimated $69.6K.
  • Lockheed Martin made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #165 holding.
  • Root Financial Partners first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.