RMP
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Richards, Merrill & Peterson’s Lockheed Martin LMT Stock Holding History

Richards, Merrill & Peterson’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 		$727K Buy
1,427
+36
+3% +$19.5K 0.23% 102
2026
Q1 		$841K Buy
1,391
+5
+0.4% +$3.08K 0.31% 83
2025
Q4 		$670K Buy
1,386
+30
+2% +$14.4K 0.26% 93
2025
Q3 		$677K Buy
1,356
+18
+1% +$8.17K 0.29% 94
2025
Q2 		$619K Buy
1,338
+153
+13% +$71.6K 0.29% 86
2025
Q1 		$529K Buy
1,185
+35
+3% +$16.1K 0.28% 87
2024
Q4 		$559K Buy
+1,150
New +$627K 0.29% 85

Other funds holding LMT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Richards, Merrill & Peterson's LMT Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Lockheed Martin (LMT) stake by 2.6% in Q2 2026, buying an estimated $19.5K and bringing the position to 1,427 shares worth $727K. The position accounts for 0.23% of the portfolio, ranked #102.

Richards, Merrill & Peterson first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $841K in Q1 2026. 1,052 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Richards, Merrill & Peterson held 1,427 shares of Lockheed Martin worth $727K as of Q2 2026.
  • Richards, Merrill & Peterson bought 36 Lockheed Martin shares in Q2 2026, an estimated $19.5K.
  • Lockheed Martin made up 0.23% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #102 holding.
  • Richards, Merrill & Peterson first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • Richards, Merrill & Peterson's Lockheed Martin position peaked at $841K in Q1 2026.
  • 1,052 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.