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Richard W. Paul & Associates’s Lockheed Martin LMT Stock Holding History

Richard W. Paul & Associates’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 		$660K Sell
1,092
-32
-3% -$19.7K 0.22% 110
2025
Q4 		$544K Buy
1,124
+26
+2% +$12.4K 0.18% 113
2025
Q3 		$548K Buy
1,098
+19
+2% +$8.62K 0.19% 114
2025
Q2 		$500K Sell
1,079
-61
-5% -$28.6K 0.18% 113
2025
Q1 		$509K Sell
1,140
-53
-4% -$24.4K 0.2% 112
2024
Q4 		$580K Buy
1,193
+19
+2% +$10.4K 0.21% 115
2024
Q3 		$686K Sell
1,174
-5
-0.4% -$2.68K 0.25% 110
2024
Q2 		$551K Buy
1,179
+15
+1% +$6.93K 0.21% 115
2024
Q1 		$530K Buy
1,164
+62
+6% +$27.2K 0.21% 115
2023
Q4 		$500K Buy
1,102
+7
+0.6% +$3.1K 0.21% 113
2023
Q3 		$448K Buy
1,095
+1,013
+1,235% +$449K 0.2% 111
2023
Q2 		$37.8K Hold
82
– – 0.02% 231
2023
Q1 		$38.8K Sell
82
-15
-15% -$7.03K 0.02% 228
2022
Q4 		$47.2K Buy
+97
New +$45.1K 0.02% 221

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

Richard W. Paul & Associates's LMT Position: Q1 2026 in Review

Richard W. Paul & Associates reduced its Lockheed Martin (LMT) stake by 2.8% in Q1 2026, selling an estimated $19.7K and leaving 1,092 shares worth $660K. The position accounts for 0.22% of the portfolio, ranked #110.

Richard W. Paul & Associates first reported a position in LMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $686K in Q3 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Richard W. Paul & Associates held 1,092 shares of Lockheed Martin worth $660K as of Q1 2026.
  • Richard W. Paul & Associates sold 32 Lockheed Martin shares in Q1 2026, an estimated $19.7K.
  • Lockheed Martin made up 0.22% of Richard W. Paul & Associates's portfolio in Q1 2026, its #110 holding.
  • Richard W. Paul & Associates first reported a position in Lockheed Martin in Q4 2022 and has held it in 14 quarters since.
  • Richard W. Paul & Associates's Lockheed Martin position peaked at $686K in Q3 2024.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Richard W. Paul & Associates's 13F filing for Q1 2026, filed 13 May 2026.