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Rather & Kittrell’s Lockheed Martin LMT Stock Holding History

Rather & Kittrell’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 		– Sell
-378
Closed -$228K – 111
2026
Q1 		$228K Buy
+378
New +$233K 0.04% 101
2024
Q4 		– Sell
-368
Closed -$215K – 84
2024
Q3 		$215K Buy
+368
New +$198K 0.05% 82
2022
Q1 		– Sell
-30
Closed -$10K – 196
2021
Q4 		$10K Buy
+30
New +$10.4K 0.01% 224

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Rather & Kittrell's LMT Position: Q2 2026 in Review

Rather & Kittrell sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 378 shares — an estimated $228K sold.

Rather & Kittrell first reported a position in LMT in Q4 2021 and held it in 3 quarters. The position peaked at $228K in Q1 2026. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Rather & Kittrell reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Rather & Kittrell sold 378 Lockheed Martin shares in Q2 2026, an estimated $228K.
  • Rather & Kittrell first reported a position in Lockheed Martin in Q4 2021 and held it in 3 quarters.
  • Rather & Kittrell's Lockheed Martin position peaked at $228K in Q1 2026.
  • 2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Rather & Kittrell's 13F filing for Q2 2026, filed 12 Aug 2026.