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Rooted Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Rooted Wealth Advisors’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 		$602K Buy
1,036
+18
+2% +$11.1K 0.16% 84
2025
Q4 		$614K Sell
1,018
-115
-10% -$55K 0.17% 80
2025
Q3 		$572K Buy
1,133
+45
+4% +$20.4K 0.17% 74
2025
Q2 		$509K Buy
1,088
+109
+11% +$51K 0.18% 67
2025
Q1 		$423K Sell
979
-160
-14% -$73.7K 0.18% 64
2024
Q4 		$528K Buy
1,139
+406
+55% +$221K 0.21% 56
2024
Q3 		$444K Buy
+733
New +$394K 0.2% 58

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

Rooted Wealth Advisors's LMT Position: Q1 2026 in Review

Rooted Wealth Advisors increased its Lockheed Martin (LMT) stake by 1.8% in Q1 2026, buying an estimated $11.1K and bringing the position to 1,036 shares worth $602K. The position accounts for 0.16% of the portfolio, ranked #84.

Rooted Wealth Advisors first reported a position in LMT in Q3 2024 and has held it in 7 quarters since. The position peaked at $614K in Q4 2025. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Rooted Wealth Advisors held 1,036 shares of Lockheed Martin worth $602K as of Q1 2026.
  • Rooted Wealth Advisors bought 18 Lockheed Martin shares in Q1 2026, an estimated $11.1K.
  • Lockheed Martin made up 0.16% of Rooted Wealth Advisors's portfolio in Q1 2026, its #84 holding.
  • Rooted Wealth Advisors first reported a position in Lockheed Martin in Q3 2024 and has held it in 7 quarters since.
  • Rooted Wealth Advisors's Lockheed Martin position peaked at $614K in Q4 2025.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Rooted Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.