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Lord & Richards Wealth Management’s Lockheed Martin LMT Stock Holding History

Lord & Richards Wealth Management’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 		$283K Hold
556
– – 0.22% 49
2026
Q1 		$336K Sell
556
-1
-0.2% -$616 0.29% 50
2025
Q4 		$269K Buy
+557
New +$267K 0.23% 51

Other funds holding LMT

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CF
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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

Lord & Richards Wealth Management's LMT Position: Q2 2026 in Review

Lord & Richards Wealth Management held its Lockheed Martin (LMT) position steady in Q2 2026 at 556 shares worth $283K. The position accounts for 0.22% of the portfolio, ranked #49.

Lord & Richards Wealth Management first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $336K in Q1 2026. 805 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Lord & Richards Wealth Management held 556 shares of Lockheed Martin worth $283K as of Q2 2026.
  • Lord & Richards Wealth Management left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.22% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Lord & Richards Wealth Management first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • Lord & Richards Wealth Management's Lockheed Martin position peaked at $336K in Q1 2026.
  • 805 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.