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B. Riley Wealth Advisors’s Lockheed Martin LMT Stock Holding History

B. Riley Wealth Advisors’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 		$926K Sell
1,844
-386
-17% -$209K 0.05% 322
2026
Q1 		$1.33M Sell
2,230
-453
-17% -$279K 0.08% 229
2025
Q4 		$1.3M Sell
2,683
-8
-0.3% -$3.83K 0.06% 293
2025
Q3 		$1.34M Sell
2,691
-1,236
-31% -$561K 0.06% 283
2025
Q2 		$1.82M Buy
+3,927
New +$1.84M 0.09% 228
2024
Q4 		$5.1M Sell
10,495
-2,008
-16% -$1.09M 0.17% 136
2024
Q3 		$7.42M Sell
12,503
-3,540
-22% -$1.9M 0.21% 109
2024
Q2 		$7.49M Sell
16,043
-1,270
-7% -$587K 0.19% 110
2024
Q1 		$7.08M Buy
17,313
+1,453
+9% +$637K 0.19% 116
2023
Q4 		$7.19M Sell
15,860
-1,453
-8% -$644K 0.19% 116
2023
Q3 		$7.08M Buy
17,313
+1,227
+8% +$544K 0.19% 116
2023
Q2 		$7.41M Sell
16,086
-32
-0.2% -$14.9K 0.17% 128
2023
Q1 		$7.62M Buy
16,118
+213
+1% +$99.9K 0.2% 111
2022
Q4 		$7.74M Sell
15,905
-98
-0.6% -$45.5K 0.22% 104
2022
Q3 		$6.18M Buy
16,003
+8,094
+102% +$3.38M 0.19% 123
2022
Q2 		$3.4M Sell
7,909
-1,347
-15% -$591K 0.14% 151
2022
Q1 		$4.09M Sell
9,256
-6,847
-43% -$2.78M 0.13% 164
2021
Q4 		$5.72M Buy
16,103
+135
+0.8% +$46.7K 0.16% 129
2021
Q3 		$5.53M Buy
15,968
+2,617
+20% +$947K 0.18% 124
2021
Q2 		$5.05M Sell
13,351
-829
-6% -$319K 0.16% 144
2021
Q1 		$5.23M Buy
14,180
+4,570
+48% +$1.57M 0.18% 130
2020
Q4 		$3.41M Buy
9,610
+169
+2% +$62.1K 0.18% 126
2020
Q3 		$3.59M Buy
9,441
+874
+10% +$334K 0.19% 121
2020
Q2 		$3.13M Buy
8,567
+839
+11% +$317K 0.21% 118
2020
Q1 		$2.62M Sell
7,728
-254
-3% -$99.9K 0.22% 109
2019
Q4 		$3.11M Buy
7,982
+11
+0.1% +$4.22K 0.26% 86
2019
Q3 		$3.11M Buy
7,971
+351
+5% +$132K 0.31% 70
2019
Q2 		$2.73M Buy
7,620
+802
+12% +$268K 0.3% 72
2019
Q1 		$2.02M Buy
6,818
+816
+14% +$239K 0.25% 90
2018
Q4 		$1.57M Sell
6,002
-1,406
-19% -$427K 0.22% 104
2018
Q3 		$2.56M Sell
7,408
-19
-0.3% -$6.13K 0.31% 67
2018
Q2 		$2.2M Buy
7,427
+63
+0.9% +$20.3K 0.29% 80
2018
Q1 		$2.49M Buy
7,364
+1,352
+22% +$460K 0.35% 70
2017
Q4 		$1.93M Buy
6,012
+683
+13% +$215K 0.26% 106
2017
Q3 		$1.66M Buy
5,329
+1,629
+44% +$486K 0.28% 97
2017
Q2 		$1.03M Buy
3,700
+540
+17% +$148K 0.19% 143
2017
Q1 		$847K Sell
3,160
-92
-3% -$24.1K 0.17% 149
2016
Q4 		$815K Sell
3,252
-1,175
-27% -$294K 0.17% 149
2016
Q3 		$1.06M Buy
4,427
+193
+5% +$48.3K 0.21% 122
2016
Q2 		$1.05M Buy
4,234
+1,280
+43% +$302K 0.21% 128
2016
Q1 		$655K Buy
2,954
+801
+37% +$172K 0.15% 166
2015
Q4 		$469K Sell
2,153
-176
-8% -$38.2K 0.1% 265
2015
Q3 		$483K Buy
2,329
+652
+39% +$133K 0.12% 238
2015
Q2 		$317K Sell
1,677
-1,131
-40% -$218K 0.08% 316
2015
Q1 		$570K Sell
2,808
-1,043
-27% -$206K 0.14% 192
2014
Q4 		$2.91K Buy
3,851
+2,072
+116% +$385K 0.06% 402
2014
Q3 		$325K Sell
1,779
-1,271
-42% -$216K 0.08% 330
2014
Q2 		$249K Buy
3,050
+1,759
+136% +$286K 0.06% 377
2014
Q1 		$211K Buy
+1,291
New +$203K 0.06% 372
2013
Q3 		– Sell
-1,625
Closed -$176K – 713
2013
Q2 		$176K Buy
+1,625
New +$166K 0.06% 380

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

B. Riley Wealth Advisors's LMT Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Lockheed Martin (LMT) stake by 17% in Q2 2026, selling an estimated $209K and leaving 1,844 shares worth $926K. The position accounts for 0.05% of the portfolio, ranked #322.

B. Riley Wealth Advisors first reported a position in LMT in Q2 2013 and has held it in 50 quarters since. The position peaked at $7.74M in Q4 2022. 991 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • B. Riley Wealth Advisors held 1,844 shares of Lockheed Martin worth $926K as of Q2 2026.
  • B. Riley Wealth Advisors sold 386 Lockheed Martin shares in Q2 2026, an estimated $209K.
  • Lockheed Martin made up 0.05% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #322 holding.
  • B. Riley Wealth Advisors first reported a position in Lockheed Martin in Q2 2013 and has held it in 50 quarters since.
  • B. Riley Wealth Advisors's Lockheed Martin position peaked at $7.74M in Q4 2022.
  • 991 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.