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Lockheed Martin Corporation shares owned by Root Financial Partners

Quarter-by-quarter ownership of Lockheed Martin Corporation (LMT) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Lockheed Martin Corporation

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All positions including Lockheed Martin Corporation held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lockheed Martin Corporation by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $328k 657 499.14
2025-06-30 $255k 551 463.07
2025-03-31 $242k 541 446.43
2024-12-31 $251k 516 485.68