Frank Rimerman Advisors’s Lockheed Martin LMT Stock Holding History

Frank Rimerman 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 Q1	$1.1M	Buy	1,813 +10	+0.6%	+$6.16K	0.07%	225
2025 Q4	$872K	Buy	1,803 +3	+0.2%	+$1.44K	0.06%	256
2025 Q3	$899K	Sell	1,800 -37	-2%	-$16.8K	0.06%	238
2025 Q2	$851K	Sell	1,837 -23	-1%	-$10.8K	0.06%	244
2025 Q1	$831K	Sell	1,860 -261	-12%	-$120K	0.07%	222
2024 Q4	$1.03M	Buy	2,121 +21	+1%	+$11.4K	0.07%	193
2024 Q3	$1.23M	Buy	2,100 +3	+0.1%	+$1.61K	0.09%	183
2024 Q2	$980K	Buy	2,097 +2,093	+52,325%	+$967K	0.07%	220
2024 Q1	$1.82K	Hold	4	–	–	﹤0.01%	287
2023 Q4	$1.81K	Buy	+4	New	+$1.77K	﹤0.01%	273

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Frank Rimerman Advisors's LMT Position: Q1 2026 in Review

Frank Rimerman Advisors increased its Lockheed Martin (LMT) stake by 0.55% in Q1 2026, buying an estimated $6.16K and bringing the position to 1,813 shares worth $1.1M. The position accounts for 0.07% of the portfolio, ranked #225.

Frank Rimerman Advisors first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.23M in Q3 2024. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Frank Rimerman Advisors held 1,813 shares of Lockheed Martin worth $1.1M as of Q1 2026.
Frank Rimerman Advisors bought 10 Lockheed Martin shares in Q1 2026, an estimated $6.16K.
Lockheed Martin made up 0.07% of Frank Rimerman Advisors's portfolio in Q1 2026, its #225 holding.
Frank Rimerman Advisors first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
Frank Rimerman Advisors's Lockheed Martin position peaked at $1.23M in Q3 2024.
2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.