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Rhodes Investment Advisors’s Lockheed Martin LMT Stock Holding History

Rhodes Investment 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
Q3 		$223K Buy
438
+6
+1% +$3.3K 0.16% 117
2026
Q2 		$220K Buy
432
+62
+17% +$33.5K 0.16% 112
2026
Q1 		$224K Buy
+370
New +$228K 0.19% 104

Other funds holding LMT

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Rhodes Investment Advisors's LMT Position: Q3 2026 in Review

Rhodes Investment Advisors increased its Lockheed Martin (LMT) stake by 1.4% in Q3 2026, buying an estimated $3.3K and bringing the position to 438 shares worth $223K. The position accounts for 0.16% of the portfolio, ranked #117.

Rhodes Investment Advisors first reported a position in LMT in Q1 2026 and has held it in 3 quarters since. The position peaked at $224K in Q1 2026. 99 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Rhodes Investment Advisors held 438 shares of Lockheed Martin worth $223K as of Q3 2026.
  • Rhodes Investment Advisors bought 6 Lockheed Martin shares in Q3 2026, an estimated $3.3K.
  • Lockheed Martin made up 0.16% of Rhodes Investment Advisors's portfolio in Q3 2026, its #117 holding.
  • Rhodes Investment Advisors first reported a position in Lockheed Martin in Q1 2026 and has held it in 3 quarters since.
  • Rhodes Investment Advisors's Lockheed Martin position peaked at $224K in Q1 2026.
  • 99 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.