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 Q2	$983K	Buy	1,929 +116	+6%	+$62.7K	0.06%	261
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 $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Frank Rimerman Advisors's LMT Position: Q2 2026 in Review

Frank Rimerman Advisors increased its Lockheed Martin (LMT) stake by 6.4% in Q2 2026, buying an estimated $62.7K and bringing the position to 1,929 shares worth $983K. The position accounts for 0.06% of the portfolio, ranked #261.

Frank Rimerman Advisors first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.23M in Q3 2024. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Frank Rimerman Advisors held 1,929 shares of Lockheed Martin worth $983K as of Q2 2026.
Frank Rimerman Advisors bought 116 Lockheed Martin shares in Q2 2026, an estimated $62.7K.
Lockheed Martin made up 0.06% of Frank Rimerman Advisors's portfolio in Q2 2026, its #261 holding.
Frank Rimerman Advisors first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
Frank Rimerman Advisors's Lockheed Martin position peaked at $1.23M in Q3 2024.
2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.