Root Financial Partners
LMT icon

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
Q3 		$397K Sell
779
-87
-10% -$47.8K 0.01% 266
2026
Q2 		$441K Buy
866
+73
+9% +$39.5K 0.02% 215
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 $3.44T AUM 36.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Root Financial Partners's LMT Position: Q3 2026 in Review

Root Financial Partners reduced its Lockheed Martin (LMT) stake by 10% in Q3 2026, selling an estimated $47.8K and leaving 779 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #266.

Root Financial Partners first reported a position in LMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $479K in Q1 2026. 2,463 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Root Financial Partners held 779 shares of Lockheed Martin worth $397K as of Q3 2026.
  • Root Financial Partners sold 87 Lockheed Martin shares in Q3 2026, an estimated $47.8K.
  • Lockheed Martin made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #266 holding.
  • Root Financial Partners first reported a position in Lockheed Martin in Q4 2024 and has held it in 8 quarters since.
  • Root Financial Partners's Lockheed Martin position peaked at $479K in Q1 2026.
  • 2,463 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.