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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
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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RBA Wealth Management's LMT Position: Q1 2026 in Review

RBA Wealth Management reduced its Lockheed Martin (LMT) stake by 5.9% in Q1 2026, selling an estimated $29.6K and leaving 765 shares worth $463K. The position accounts for 0.17% of the portfolio, ranked #68.

RBA Wealth Management first reported a position in LMT in Q1 2021 and has held it in 19 quarters since. The position peaked at $6.41M in Q3 2024. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • RBA Wealth Management held 765 shares of Lockheed Martin worth $463K as of Q1 2026.
  • RBA Wealth Management sold 48 Lockheed Martin shares in Q1 2026, an estimated $29.6K.
  • Lockheed Martin made up 0.17% of RBA Wealth Management's portfolio in Q1 2026, its #68 holding.
  • RBA Wealth Management first reported a position in Lockheed Martin in Q1 2021 and has held it in 19 quarters since.
  • RBA Wealth Management's Lockheed Martin position peaked at $6.41M in Q3 2024.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on RBA Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.