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 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 $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

Bank of America

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

Fidelity Investments

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return