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Richardson Financial Services’s Lockheed Martin LMT Stock Holding History

Richardson Financial Services’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 		$159K Hold
313
– – 0.09% 185
2026
Q1 		$189K Sell
313
-5
-2% -$3.08K 0.12% 160
2025
Q4 		$154K Sell
318
-22
-6% -$10.5K 0.05% 184
2025
Q3 		$170K Sell
340
-8
-2% -$3.63K 0.11% 158
2025
Q2 		$162K Sell
348
-5
-1% -$2.34K 0.11% 165
2025
Q1 		$158K Sell
353
-21
-6% -$9.67K 0.12% 161
2024
Q4 		$181K Sell
374
-32
-8% -$17.4K 0.13% 146
2024
Q3 		$190K Hold
406
– – 0.12% 152
2024
Q2 		$190K Sell
406
-116
-22% -$53.6K 0.14% 141
2024
Q1 		$240K Buy
522
+7
+1% +$3.07K 0.17% 129
2023
Q4 		$233K Buy
+515
New +$228K 0.2% 114

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

Richardson Financial Services's LMT Position: Q2 2026 in Review

Richardson Financial Services held its Lockheed Martin (LMT) position steady in Q2 2026 at 313 shares worth $159K. The position accounts for 0.09% of the portfolio, ranked #185.

Richardson Financial Services first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $240K in Q1 2024. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Richardson Financial Services held 313 shares of Lockheed Martin worth $159K as of Q2 2026.
  • Richardson Financial Services left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.09% of Richardson Financial Services's portfolio in Q2 2026, its #185 holding.
  • Richardson Financial Services first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's Lockheed Martin position peaked at $240K in Q1 2024.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.