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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Richardson Financial Services's LMT Position: Q1 2026 in Review

Richardson Financial Services reduced its Lockheed Martin (LMT) stake by 1.6% in Q1 2026, selling an estimated $3.08K and leaving 313 shares worth $189K. The position accounts for 0.12% of the portfolio, ranked #160.

Richardson Financial Services first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $240K in Q1 2024. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Richardson Financial Services held 313 shares of Lockheed Martin worth $189K as of Q1 2026.
Richardson Financial Services sold 5 Lockheed Martin shares in Q1 2026, an estimated $3.08K.
Lockheed Martin made up 0.12% of Richardson Financial Services's portfolio in Q1 2026, its #160 holding.
Richardson Financial Services first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
Richardson Financial Services's Lockheed Martin position peaked at $240K in Q1 2024.
2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.