Rowlandmiller & Partners’s Lockheed Martin LMT Stock Holding History

Rowlandmiller & 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	$196K	Buy	384 +1	+0.3%	+$541	0.04%	157
2026 Q1	$232K	Buy	383 +1	+0.3%	+$616	0.05%	145
2025 Q4	$185K	Hold	382	–	–	0.04%	156
2025 Q3	$191K	Hold	382	–	–	0.04%	153
2025 Q2	$177K	Hold	382	–	–	0.04%	148
2025 Q1	$171K	Buy	382 +5	+1%	+$2.3K	0.04%	149
2024 Q4	$183K	Hold	377	–	–	0.04%	148
2024 Q3	$220K	Hold	377	–	–	0.04%	138
2024 Q2	$176K	Hold	377	–	–	0.04%	142
2024 Q1	$171K	Buy	377 +25	+7%	+$11K	0.04%	146
2023 Q4	$160K	Hold	352	–	–	0.04%	149
2023 Q3	$144K	Sell	352 -4	-1%	-$1.77K	0.04%	147
2023 Q2	$164K	Buy	356 +2	+0.6%	+$928	0.04%	145
2023 Q1	$167K	Hold	354	–	–	0.04%	145
2022 Q4	$169K	Hold	354	–	–	0.04%	146
2022 Q3	$137K	Buy	354 +4	+1%	+$1.67K	0.04%	154
2022 Q2	$150K	Hold	350	–	–	0.04%	151
2022 Q1	$154K	Buy	+350	New	+$142K	0.04%	148

Other funds holding LMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Rowlandmiller & Partners's LMT Position: Q2 2026 in Review

Rowlandmiller & Partners increased its Lockheed Martin (LMT) stake by 0.26% in Q2 2026, buying an estimated $541 and bringing the position to 384 shares worth $196K. The position accounts for 0.04% of the portfolio, ranked #157.

Rowlandmiller & Partners first reported a position in LMT in Q1 2022 and has held it in 18 quarters since. The position peaked at $232K in Q1 2026. 1,322 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Rowlandmiller & Partners held 384 shares of Lockheed Martin worth $196K as of Q2 2026.
Rowlandmiller & Partners bought 1 Lockheed Martin share in Q2 2026, an estimated $541.
Lockheed Martin made up 0.04% of Rowlandmiller & Partners's portfolio in Q2 2026, its #157 holding.
Rowlandmiller & Partners first reported a position in Lockheed Martin in Q1 2022 and has held it in 18 quarters since.
Rowlandmiller & Partners's Lockheed Martin position peaked at $232K in Q1 2026.
1,322 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Rowlandmiller & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.