Ranch Capital Advisors’s Lockheed Martin LMT Stock Holding History

Ranch Capital 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	$219K	Hold	430	–	–	0.07%	147
2026 Q1	$260K	Buy	430 +1	+0.2%	+$616	0.09%	138
2025 Q4	$208K	Buy	+429	New	+$205K	0.08%	145
2021 Q4	–	Sell	-320	Closed	-$111K	–	373
2021 Q3	$111K	Buy	320 +45	+16%	+$16.3K	0.07%	198
2021 Q2	$104K	Sell	275 -11	-4%	-$4.23K	0.06%	214
2021 Q1	$105K	Buy	286 +11	+4%	+$3.77K	0.07%	210
2020 Q4	$97K	Hold	275	–	–	0.07%	213
2020 Q3	$105K	Hold	275	–	–	0.08%	187
2020 Q2	$107K	Sell	275 -1,651	-86%	-$624K	0.08%	197
2020 Q1	$652K	Buy	1,926 +38	+2%	+$14.9K	0.64%	37
2019 Q4	$735K	Buy	1,888 +182	+11%	+$69.8K	0.6%	39
2019 Q3	$666K	Buy	+1,706	New	+$642K	0.71%	35

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

Ranch Capital Advisors's LMT Position: Q2 2026 in Review

Ranch Capital Advisors held its Lockheed Martin (LMT) position steady in Q2 2026 at 430 shares worth $219K. The position accounts for 0.07% of the portfolio, ranked #147.

Ranch Capital Advisors first reported a position in LMT in Q3 2019 and has held it in 12 quarters since. The position peaked at $735K in Q4 2019. 2,771 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Ranch Capital Advisors held 430 shares of Lockheed Martin worth $219K as of Q2 2026.
Ranch Capital Advisors left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 0.07% of Ranch Capital Advisors's portfolio in Q2 2026, its #147 holding.
Ranch Capital Advisors first reported a position in Lockheed Martin in Q3 2019 and has held it in 12 quarters since.
Ranch Capital Advisors's Lockheed Martin position peaked at $735K in Q4 2019.
2,771 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.