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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
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

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

Rhodes Investment Advisors's LMT Position: Q2 2026 in Review

Rhodes Investment Advisors increased its Lockheed Martin (LMT) stake by 17% in Q2 2026, buying an estimated $33.5K and bringing the position to 432 shares worth $220K. The position accounts for 0.16% of the portfolio, ranked #112.

Rhodes Investment Advisors first reported a position in LMT in Q1 2026 and has held it in 2 quarters since. The position peaked at $224K in Q1 2026. 2,755 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Rhodes Investment Advisors held 432 shares of Lockheed Martin worth $220K as of Q2 2026.
  • Rhodes Investment Advisors bought 62 Lockheed Martin shares in Q2 2026, an estimated $33.5K.
  • Lockheed Martin made up 0.16% of Rhodes Investment Advisors's portfolio in Q2 2026, its #112 holding.
  • Rhodes Investment Advisors first reported a position in Lockheed Martin in Q1 2026 and has held it in 2 quarters since.
  • Rhodes Investment Advisors's Lockheed Martin position peaked at $224K in Q1 2026.
  • 2,755 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Rhodes Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.