RFP
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
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 $3.37T AUM 44.26% 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

Root Financial Partners's LMT Position: Q2 2026 in Review

Root Financial Partners increased its Lockheed Martin (LMT) stake by 9.2% in Q2 2026, buying an estimated $39.5K and bringing the position to 866 shares worth $441K. The position accounts for 0.02% of the portfolio, ranked #215.

Root Financial Partners first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $479K in Q1 2026. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Root Financial Partners held 866 shares of Lockheed Martin worth $441K as of Q2 2026.
  • Root Financial Partners bought 73 Lockheed Martin shares in Q2 2026, an estimated $39.5K.
  • Lockheed Martin made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #215 holding.
  • Root Financial Partners first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • Root Financial Partners's Lockheed Martin position peaked at $479K in Q1 2026.
  • 2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.