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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
Q2 		$575K Buy
1,129
+93
+9% +$50.3K 0.14% 89
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 $3.38T AUM 44.17% 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

Rooted Wealth Advisors's LMT Position: Q2 2026 in Review

Rooted Wealth Advisors increased its Lockheed Martin (LMT) stake by 9% in Q2 2026, buying an estimated $50.3K and bringing the position to 1,129 shares worth $575K. The position accounts for 0.14% of the portfolio, ranked #89.

Rooted Wealth Advisors first reported a position in LMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $614K in Q4 2025. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Rooted Wealth Advisors held 1,129 shares of Lockheed Martin worth $575K as of Q2 2026.
  • Rooted Wealth Advisors bought 93 Lockheed Martin shares in Q2 2026, an estimated $50.3K.
  • Lockheed Martin made up 0.14% of Rooted Wealth Advisors's portfolio in Q2 2026, its #89 holding.
  • Rooted Wealth Advisors first reported a position in Lockheed Martin in Q3 2024 and has held it in 8 quarters since.
  • Rooted Wealth Advisors's Lockheed Martin position peaked at $614K in Q4 2025.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.