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Rothschild Investment LLC’s Lockheed Martin LMT Stock Holding History

Rothschild Investment LLC’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 		$6.71M Buy
13,180
+2,245
+21% +$1.21M 0.25% 83
2026
Q1 		$6.61M Sell
10,935
-658
-6% -$405K 0.35% 71
2025
Q4 		$5.61M Buy
11,593
+233
+2% +$112K 0.31% 78
2025
Q3 		$5.67M Sell
11,360
-377
-3% -$171K 0.32% 76
2025
Q2 		$5.44M Sell
11,737
-2
-0% -$936 0.34% 74
2025
Q1 		$5.24M Buy
11,739
+758
+7% +$349K 0.35% 67
2024
Q4 		$5.34M Sell
10,981
-24
-0.2% -$13.1K 0.35% 70
2024
Q3 		$6.43M Sell
11,005
-397
-3% -$213K 0.42% 61
2024
Q2 		$5.33M Buy
11,402
+1,274
+13% +$589K 0.37% 67
2024
Q1 		$4.61M Sell
10,128
-142
-1% -$62.2K 0.33% 74
2023
Q4 		$4.65M Buy
10,270
+134
+1% +$59.4K 0.39% 67
2023
Q3 		$4.14M Buy
10,136
+23
+0.2% +$10.2K 0.35% 77
2023
Q2 		$4.66M Sell
10,113
-665
-6% -$309K 0.39% 67
2023
Q1 		$5.09M Sell
10,778
-586
-5% -$275K 0.45% 63
2022
Q4 		$5.53M Sell
11,364
-143
-1% -$66.4K 0.51% 57
2022
Q3 		$4.45M Sell
11,507
-843
-7% -$352K 0.44% 69
2022
Q2 		$5.31M Sell
12,350
-54
-0.4% -$23.7K 0.49% 58
2022
Q1 		$5.47M Sell
12,404
-501
-4% -$203K 0.43% 69
2021
Q4 		$4.59M Sell
12,905
-1,776
-12% -$614K 0.36% 77
2021
Q3 		$5.07M Sell
14,681
-33,423
-69% -$12.1M 0.43% 68
2021
Q2 		$18.2M Buy
48,104
+1,170
+2% +$450K 1.45% 9
2021
Q1 		$17.3M Buy
46,934
+9,634
+26% +$3.31M 1.5% 9
2020
Q4 		$13.2M Buy
37,300
+6,257
+20% +$2.3M 1.28% 15
2020
Q3 		$11.9M Buy
31,043
+1,645
+6% +$628K 1.29% 11
2020
Q2 		$10.7M Buy
29,398
+3,871
+15% +$1.46M 1.29% 13
2020
Q1 		$8.65M Buy
25,527
+16,435
+181% +$6.46M 1.13% 18
2019
Q4 		$3.54M Buy
9,092
+238
+3% +$91.3K 0.35% 74
2019
Q3 		$3.45M Buy
8,854
+871
+11% +$328K 0.4% 71
2019
Q2 		$2.9M Buy
7,983
+14
+0.2% +$4.68K 0.34% 82
2019
Q1 		$2.39M Buy
7,969
+605
+8% +$177K 0.28% 102
2018
Q4 		$1.93M Buy
7,364
+3,313
+82% +$1.01M 0.26% 104
2018
Q3 		$1.4M Sell
4,051
-75
-2% -$24.2K 0.17% 135
2018
Q2 		$1.22M Buy
4,126
+50
+1% +$16.1K 0.15% 146
2018
Q1 		$1.38M Buy
4,076
+207
+5% +$70.5K 0.18% 130
2017
Q4 		$1.24M Hold
3,869
– – 0.13% 172
2017
Q3 		$1.2M Hold
3,869
– – 0.14% 174
2017
Q2 		$1.07M Sell
3,869
-910
-19% -$250K 0.12% 197
2017
Q1 		$1.28M Sell
4,779
-415
-8% -$109K 0.15% 170
2016
Q4 		$1.3M Sell
5,194
-9
-0.2% -$2.25K 0.16% 157
2016
Q3 		$1.25M Sell
5,203
-1,065
-17% -$267K 0.15% 158
2016
Q2 		$1.56M Sell
6,268
-276
-4% -$65.1K 0.2% 125
2016
Q1 		$1.45M Sell
6,544
-125
-2% -$26.9K 0.19% 130
2015
Q4 		$1.45M Buy
6,669
+276
+4% +$59.9K 0.18% 130
2015
Q3 		$1.32M Sell
6,393
-100
-2% -$20.3K 0.17% 139
2015
Q2 		$1.21M Sell
6,493
-732
-10% -$141K 0.14% 174
2015
Q1 		$1.47M Sell
7,225
-643
-8% -$127K 0.17% 137
2014
Q4 		$1.51M Sell
7,868
-1,483
-16% -$275K 0.18% 123
2014
Q3 		$1.71M Sell
9,351
-785
-8% -$134K 0.21% 115
2014
Q2 		$1.63M Sell
10,136
-62
-0.6% -$10.1K 0.21% 121
2014
Q1 		$1.67M Sell
10,198
-600
-6% -$94.2K 0.22% 111
2013
Q4 		$1.6M Sell
10,798
-200
-2% -$27.2K 0.22% 108
2013
Q3 		$1.4M Sell
10,998
-12
-0.1% -$1.46K 0.21% 112
2013
Q2 		$1.19M Buy
+11,010
New +$1.12M 0.19% 117

Other funds holding LMT

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Rothschild Investment LLC's LMT Position: Q2 2026 in Review

Rothschild Investment LLC increased its Lockheed Martin (LMT) stake by 21% in Q2 2026, buying an estimated $1.21M and bringing the position to 13,180 shares worth $6.71M. The position accounts for 0.25% of the portfolio, ranked #83.

Rothschild Investment LLC first reported a position in LMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.2M in Q2 2021. 1,630 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Rothschild Investment LLC held 13,180 shares of Lockheed Martin worth $6.71M as of Q2 2026.
  • Rothschild Investment LLC bought 2,245 Lockheed Martin shares in Q2 2026, an estimated $1.21M.
  • Lockheed Martin made up 0.25% of Rothschild Investment LLC's portfolio in Q2 2026, its #83 holding.
  • Rothschild Investment LLC first reported a position in Lockheed Martin in Q2 2013 and has held it in 53 quarters since.
  • Rothschild Investment LLC's Lockheed Martin position peaked at $18.2M in Q2 2021.
  • 1,630 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.