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Lockheed Martin Corporation shares owned by Rooted Wealth Advisors

Quarter-by-quarter ownership of Lockheed Martin Corporation (LMT) shares owned by Rooted Wealth Advisors from 13F filings

Historical chart of Rooted Wealth Advisors investment in Lockheed Martin Corporation

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All positions including Lockheed Martin Corporation held by Rooted Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lockheed Martin Corporation by Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $572k 1.1k 504.53
2025-06-30 $509k 1.1k 467.54
2025-03-31 $423k 979 432.17
2024-12-31 $528k 1.1k 463.56
2024-09-30 $444k 733 605.73

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View all positions for Rooted Wealth Advisors

Top funds holding Lockheed Martin Corporation

State Street Corporation
Vanguard Group
BlackRock
Charles Schwab Investment Management
Morgan Stanley
Geode Capital Management
Capital World Investors
Citadel Advisors
Susquehanna International
Wellington Management Company
FMR
Invesco
Northern Trust
UBS Group
Royal Bank of Canada

View all funds holding Lockheed Martin Corporation