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Rialto Wealth Management’s Lockheed Martin LMT Stock Holding History

Rialto 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 		$89.5K Buy
148
+3
+2% +$1.85K 0.02% 224
2025
Q4 		$70.1K Hold
145
– – 0.02% 252
2025
Q3 		$72.4K Sell
145
-1
-0.7% -$454 0.02% 236
2025
Q2 		$67.8K Buy
146
+7
+5% +$3.28K 0.02% 241
2025
Q1 		$62.1K Buy
139
+3
+2% +$1.38K 0.02% 243
2024
Q4 		$66.1K Buy
+136
New +$74.1K 0.02% 236

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

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

Rialto Wealth Management increased its Lockheed Martin (LMT) stake by 2.1% in Q1 2026, buying an estimated $1.85K and bringing the position to 148 shares worth $89.5K. The position accounts for 0.02% of the portfolio, ranked #224.

Rialto Wealth Management first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Rialto Wealth Management held 148 shares of Lockheed Martin worth $89.5K as of Q1 2026.
  • Rialto Wealth Management bought 3 Lockheed Martin shares in Q1 2026, an estimated $1.85K.
  • Lockheed Martin made up 0.02% of Rialto Wealth Management's portfolio in Q1 2026, its #224 holding.
  • Rialto Wealth Management first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.