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Worthington Financial Partners’s Lockheed Martin LMT Stock Holding History

Worthington Financial 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 		$423K Buy
831
+182
+28% +$98.4K 0.35% 85
2026
Q1 		$392K Hold
649
– – 0.34% 89
2025
Q4 		$314K Buy
+649
New +$311K 0.28% 87

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Worthington Financial Partners's LMT Position: Q2 2026 in Review

Worthington Financial Partners increased its Lockheed Martin (LMT) stake by 28% in Q2 2026, buying an estimated $98.4K and bringing the position to 831 shares worth $423K. The position accounts for 0.35% of the portfolio, ranked #85.

Worthington Financial Partners first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Worthington Financial Partners held 831 shares of Lockheed Martin worth $423K as of Q2 2026.
  • Worthington Financial Partners bought 182 Lockheed Martin shares in Q2 2026, an estimated $98.4K.
  • Lockheed Martin made up 0.35% of Worthington Financial Partners's portfolio in Q2 2026, its #85 holding.
  • Worthington Financial Partners first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • 2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Worthington Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.