RP
LMT icon

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
Q2 		$1.06M Sell
2,086
-15
-0.7% -$8.11K 0.13% 69
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 $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

Rice Partnership's LMT Position: Q2 2026 in Review

Rice Partnership reduced its Lockheed Martin (LMT) stake by 0.71% in Q2 2026, selling an estimated $8.11K and leaving 2,086 shares worth $1.06M. The position accounts for 0.13% of the portfolio, ranked #69.

Rice Partnership first reported a position in LMT in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.74M in Q3 2024. 2,785 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Rice Partnership held 2,086 shares of Lockheed Martin worth $1.06M as of Q2 2026.
  • Rice Partnership sold 15 Lockheed Martin shares in Q2 2026, an estimated $8.11K.
  • Lockheed Martin made up 0.13% of Rice Partnership's portfolio in Q2 2026, its #69 holding.
  • Rice Partnership first reported a position in Lockheed Martin in Q1 2020 and has held it in 26 quarters since.
  • Rice Partnership's Lockheed Martin position peaked at $1.74M in Q3 2024.
  • 2,785 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.