North Ridge Wealth Advisors’s Lockheed Martin LMT Stock Holding History

North Ridge 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 Q1	$137K	Hold	227	–	–	0.08%	56
2025 Q4	$110K	Hold	227	–	–	0.06%	59
2025 Q3	$113K	Hold	227	–	–	0.06%	61
2025 Q2	$105K	Hold	227	–	–	0.06%	56
2025 Q1	$101K	Hold	227	–	–	0.07%	52
2024 Q4	$110K	Buy	+227	New	+$124K	0.08%	51

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

North Ridge Wealth Advisors's LMT Position: Q1 2026 in Review

North Ridge Wealth Advisors held its Lockheed Martin (LMT) position steady in Q1 2026 at 227 shares worth $137K. The position accounts for 0.08% of the portfolio, ranked #56.

North Ridge Wealth Advisors first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

North Ridge Wealth Advisors held 227 shares of Lockheed Martin worth $137K as of Q1 2026.
North Ridge Wealth Advisors left its Lockheed Martin share count unchanged in Q1 2026.
Lockheed Martin made up 0.08% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #56 holding.
North Ridge Wealth Advisors first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.