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Rossby Financial’s Lockheed Martin LMT Stock Holding History

Rossby Financial’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 		$562K Buy
910
+34
+4% +$20.9K 0.11% 167
2025
Q4 		$424K Sell
876
-480
-35% -$230K 0.13% 135
2025
Q3 		$677K Sell
1,356
-248
-15% -$113K 0.22% 82
2025
Q2 		$743K Sell
1,604
-31
-2% -$14.5K 0.27% 67
2025
Q1 		$781K Sell
1,635
-187
-10% -$86.1K 0.33% 59
2024
Q4 		$885K Buy
+1,822
New +$993K 0.55% 38

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

Rossby Financial's LMT Position: Q1 2026 in Review

Rossby Financial increased its Lockheed Martin (LMT) stake by 3.9% in Q1 2026, buying an estimated $20.9K and bringing the position to 910 shares worth $562K. The position accounts for 0.11% of the portfolio, ranked #167.

Rossby Financial first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $885K in Q4 2024. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Rossby Financial held 910 shares of Lockheed Martin worth $562K as of Q1 2026.
  • Rossby Financial bought 34 Lockheed Martin shares in Q1 2026, an estimated $20.9K.
  • Lockheed Martin made up 0.11% of Rossby Financial's portfolio in Q1 2026, its #167 holding.
  • Rossby Financial first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • Rossby Financial's Lockheed Martin position peaked at $885K in Q4 2024.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.