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Roxbury Financial’s Lockheed Martin LMT Stock Holding History

Roxbury 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
Q2 		$1.63M Buy
3,199
+14
+0.4% +$7.57K 1.29% 19
2026
Q1 		$1.92M Buy
3,185
+12
+0.4% +$7.39K 1.73% 16
2025
Q4 		$1.53M Sell
3,173
-35
-1% -$16.8K 1.38% 19
2025
Q3 		$1.6M Sell
3,208
-44
-1% -$20K 1.48% 17
2025
Q2 		$1.51M Sell
3,252
-83
-2% -$38.9K 1.47% 18
2025
Q1 		$1.5M Sell
3,335
-13
-0.4% -$5.98K 1.47% 21
2024
Q4 		$1.77M Buy
+3,348
New +$1.83M 1.71% 18

Other funds holding LMT

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Roxbury Financial's LMT Position: Q2 2026 in Review

Roxbury Financial increased its Lockheed Martin (LMT) stake by 0.44% in Q2 2026, buying an estimated $7.57K and bringing the position to 3,199 shares worth $1.63M. The position accounts for 1.29% of the portfolio, ranked #19.

Roxbury Financial first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.92M in Q1 2026. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Roxbury Financial held 3,199 shares of Lockheed Martin worth $1.63M as of Q2 2026.
  • Roxbury Financial bought 14 Lockheed Martin shares in Q2 2026, an estimated $7.57K.
  • Lockheed Martin made up 1.29% of Roxbury Financial's portfolio in Q2 2026, its #19 holding.
  • Roxbury Financial first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's Lockheed Martin position peaked at $1.92M in Q1 2026.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.