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Richard C. Young & Co’s Lockheed Martin LMT Stock Holding History

Richard C. Young & Co’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 		$213K Buy
417
+4
+1% +$2.16K 0.02% 100
2026
Q1 		$250K Buy
+413
New +$254K 0.02% 89
2025
Q4 		– Sell
-412
Closed -$206K – 90
2025
Q3 		$206K Buy
+412
New +$187K 0.02% 91

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

Richard C. Young & Co's LMT Position: Q2 2026 in Review

Richard C. Young & Co increased its Lockheed Martin (LMT) stake by 0.97% in Q2 2026, buying an estimated $2.16K and bringing the position to 417 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #100.

Richard C. Young & Co first reported a position in LMT in Q3 2025 and has held it in 3 quarters since. The position peaked at $250K in Q1 2026. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Richard C. Young & Co held 417 shares of Lockheed Martin worth $213K as of Q2 2026.
  • Richard C. Young & Co bought 4 Lockheed Martin shares in Q2 2026, an estimated $2.16K.
  • Lockheed Martin made up 0.02% of Richard C. Young & Co's portfolio in Q2 2026, its #100 holding.
  • Richard C. Young & Co first reported a position in Lockheed Martin in Q3 2025 and has held it in 3 quarters since.
  • Richard C. Young & Co's Lockheed Martin position peaked at $250K in Q1 2026.
  • 2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Richard C. Young & Co's 13F filing for Q2 2026, filed 28 Jul 2026.