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RBA Wealth Management’s Lockheed Martin LMT Stock Holding History

RBA 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 		– Sell
-765
Closed -$463K – 90
2026
Q1 		$463K Sell
765
-48
-6% -$29.6K 0.17% 68
2025
Q4 		$393K Sell
813
-63
-7% -$30.1K 0.13% 71
2025
Q3 		$437K Sell
876
-134
-13% -$60.8K 0.15% 69
2025
Q2 		$468K Sell
1,010
-384
-28% -$180K 0.17% 69
2025
Q1 		$623K Sell
1,394
-9,674
-87% -$4.45M 0.25% 61
2024
Q4 		$5.38M Buy
11,068
+110
+1% +$60K 2.05% 16
2024
Q3 		$6.41M Buy
10,958
+11
+0.1% +$5.91K 2.47% 9
2024
Q2 		$5.11M Buy
10,947
+142
+1% +$65.6K 2.05% 19
2024
Q1 		$4.92M Buy
10,805
+221
+2% +$96.9K 1.99% 21
2023
Q4 		$4.8M Buy
10,584
+44
+0.4% +$19.5K 2.09% 16
2023
Q3 		$4.31M Buy
10,540
+110
+1% +$48.8K 2.07% 18
2023
Q2 		$4.8M Buy
10,430
+98
+0.9% +$45.5K 2.24% 17
2023
Q1 		$4.88M Buy
10,332
+266
+3% +$125K 2.43% 10
2022
Q4 		$4.9M Buy
10,066
+1
+0% +$465 2.57% 7
2022
Q3 		$3.89M Buy
10,065
+101
+1% +$42.2K 2.24% 14
2022
Q2 		$4.28M Buy
9,964
+158
+2% +$69.4K 2.37% 10
2022
Q1 		$4.33M Buy
9,806
+522
+6% +$212K 2.08% 12
2021
Q4 		$3.3M Buy
+9,284
New +$3.21M 1.56% 33
2021
Q2 		– Sell
-2,957
Closed -$1.09M – 178
2021
Q1 		$1.09M Buy
+2,957
New +$1.01M 0.93% 38

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

RBA Wealth Management's LMT Position: Q2 2026 in Review

RBA Wealth Management sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 765 shares — an estimated $463K sold.

RBA Wealth Management first reported a position in LMT in Q1 2021 and held it in 19 quarters. The position peaked at $6.41M in Q3 2024. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • RBA Wealth Management reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • RBA Wealth Management sold 765 Lockheed Martin shares in Q2 2026, an estimated $463K.
  • RBA Wealth Management first reported a position in Lockheed Martin in Q1 2021 and held it in 19 quarters.
  • RBA Wealth Management's Lockheed Martin position peaked at $6.41M in Q3 2024.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on RBA Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.