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Richmond Investment Services’s Lockheed Martin LMT Stock Holding History

Richmond Investment 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 		– Sell
-479
Closed -$289K – 200
2026
Q1 		$289K Buy
479
+23
+5% +$14.2K 0.05% 206
2025
Q4 		$220K Buy
456
+22
+5% +$10.5K 0.04% 218
2025
Q3 		$217K Buy
+434
New +$197K 0.04% 210

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

Richmond Investment Services's LMT Position: Q2 2026 in Review

Richmond Investment Services sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 479 shares — an estimated $289K sold.

Richmond Investment Services first reported a position in LMT in Q3 2025 and held it in 3 quarters. The position peaked at $289K in Q1 2026. 2,779 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Richmond Investment Services reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Richmond Investment Services sold 479 Lockheed Martin shares in Q2 2026, an estimated $289K.
  • Richmond Investment Services first reported a position in Lockheed Martin in Q3 2025 and held it in 3 quarters.
  • Richmond Investment Services's Lockheed Martin position peaked at $289K in Q1 2026.
  • 2,779 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.