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Rice Partnership’s Lockheed Martin LMT Stock Holding History

Rice Partnership’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 		$1.27M Sell
2,101
-8
-0.4% -$4.93K 0.17% 64
2025
Q4 		$1.02M Sell
2,109
-9
-0.4% -$4.31K 0.14% 62
2025
Q3 		$1.06M Buy
2,118
+1
+0% +$454 0.15% 60
2025
Q2 		$981K Hold
2,117
– – 0.17% 61
2025
Q1 		$946K Sell
2,117
-803
-28% -$370K 0.19% 56
2024
Q4 		$1.42M Sell
2,920
-61
-2% -$33.3K 0.27% 49
2024
Q3 		$1.74M Buy
2,981
+1
+0% +$537 0.35% 46
2024
Q2 		$1.39M Sell
2,980
-308
-9% -$142K 0.3% 47
2024
Q1 		$1.5M Sell
3,288
-3
-0.1% -$1.31K 0.35% 46
2023
Q4 		$1.49M Buy
3,291
+4
+0.1% +$1.77K 0.39% 47
2023
Q3 		$1.34M Hold
3,287
– – 0.38% 52
2023
Q2 		$1.51M Hold
3,287
– – 0.41% 51
2023
Q1 		$1.55M Buy
3,287
+10
+0.3% +$4.69K 0.47% 48
2022
Q4 		$1.59M Hold
3,277
– – 0.5% 45
2022
Q3 		$1.27M Hold
3,277
– – 0.41% 49
2022
Q2 		$1.41M Hold
3,277
– – 0.49% 47
2022
Q1 		$1.45M Hold
3,277
– – 0.42% 47
2021
Q4 		$1.17M Sell
3,277
-31
-0.9% -$10.7K 0.33% 48
2021
Q3 		$1.14M Sell
3,308
-29
-0.9% -$10.5K 0.36% 48
2021
Q2 		$1.26M Buy
3,337
+6
+0.2% +$2.31K 0.4% 47
2021
Q1 		$1.23M Sell
3,331
-60
-2% -$20.6K 0.44% 44
2020
Q4 		$1.2M Buy
3,391
+60
+2% +$22.1K 0.45% 38
2020
Q3 		$1.28M Buy
3,331
+54
+2% +$20.6K 0.55% 34
2020
Q2 		$1.2M Sell
3,277
-342
-9% -$129K 0.61% 33
2020
Q1 		$1.23M Buy
+3,619
New +$1.42M 0.82% 31

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

Rice Partnership's LMT Position: Q1 2026 in Review

Rice Partnership reduced its Lockheed Martin (LMT) stake by 0.38% in Q1 2026, selling an estimated $4.93K and leaving 2,101 shares worth $1.27M. The position accounts for 0.17% of the portfolio, ranked #64.

Rice Partnership first reported a position in LMT in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.74M in Q3 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Rice Partnership held 2,101 shares of Lockheed Martin worth $1.27M as of Q1 2026.
  • Rice Partnership sold 8 Lockheed Martin shares in Q1 2026, an estimated $4.93K.
  • Lockheed Martin made up 0.17% of Rice Partnership's portfolio in Q1 2026, its #64 holding.
  • Rice Partnership first reported a position in Lockheed Martin in Q1 2020 and has held it in 25 quarters since.
  • Rice Partnership's Lockheed Martin position peaked at $1.74M in Q3 2024.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Rice Partnership's 13F filing for Q1 2026, filed 7 May 2026.