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Richwood Investment Advisors’s Lockheed Martin LMT Stock Holding History

Richwood Investment Advisors’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 		$1.65M Sell
3,235
-119
-4% -$64.3K 1.16% 15
2026
Q1 		$2.03M Buy
3,354
+121
+4% +$74.5K 1.56% 11
2025
Q4 		$2.02M Buy
3,233
+238
+8% +$114K 1.45% 12
2025
Q3 		$1.5M Sell
2,995
-354
-11% -$161K 1.17% 18
2025
Q2 		$1.55M Hold
3,349
– – 1.27% 13
2025
Q1 		$1.5M Sell
3,349
-105
-3% -$48.3K 1.27% 16
2024
Q4 		$1.68M Buy
3,454
+98
+3% +$53.4K 1.4% 11
2024
Q3 		$1.96M Sell
3,356
-118
-3% -$63.4K 1.62% 10
2024
Q2 		$1.62M Buy
3,474
+185
+6% +$85.5K 1.42% 12
2024
Q1 		$1.5M Sell
3,289
-155
-5% -$67.9K 1.33% 14
2023
Q4 		$1.56M Buy
3,444
+97
+3% +$43K 1.47% 13
2023
Q3 		$1.37M Buy
3,347
+42
+1% +$18.6K 1.4% 14
2023
Q2 		$1.52M Buy
3,305
+22
+0.7% +$10.2K 1.49% 13
2023
Q1 		$1.55M Buy
3,283
+1,029
+46% +$483K 1.55% 12
2022
Q4 		$1.1M Buy
2,254
+50
+2% +$23.2K 1.1% 24
2022
Q3 		$851K Buy
2,204
+20
+0.9% +$8.35K 0.93% 27
2022
Q2 		$939K Buy
2,184
+361
+20% +$159K 0.95% 26
2022
Q1 		$805K Sell
1,823
-4
-0.2% -$1.62K 0.72% 36
2021
Q4 		$649K Buy
+1,827
New +$632K 0.57% 43

Other funds holding LMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Richwood Investment Advisors's LMT Position: Q2 2026 in Review

Richwood Investment Advisors reduced its Lockheed Martin (LMT) stake by 3.5% in Q2 2026, selling an estimated $64.3K and leaving 3,235 shares worth $1.65M. The position accounts for 1.16% of the portfolio, ranked #15.

Richwood Investment Advisors first reported a position in LMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.03M in Q1 2026. 1,251 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Richwood Investment Advisors held 3,235 shares of Lockheed Martin worth $1.65M as of Q2 2026.
  • Richwood Investment Advisors sold 119 Lockheed Martin shares in Q2 2026, an estimated $64.3K.
  • Lockheed Martin made up 1.16% of Richwood Investment Advisors's portfolio in Q2 2026, its #15 holding.
  • Richwood Investment Advisors first reported a position in Lockheed Martin in Q4 2021 and has held it in 19 quarters since.
  • Richwood Investment Advisors's Lockheed Martin position peaked at $2.03M in Q1 2026.
  • 1,251 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.