Ridgecrest Wealth Partners’s Lockheed Martin LMT Stock Holding History

Ridgecrest Wealth Partners’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	-392	Closed	-$237K	–	113
2026 Q1	$237K	Buy	+392	New	+$241K	0.13%	89
2024 Q4	–	Sell	-561	Closed	-$328K	–	115
2024 Q3	$328K	Hold	561	–	–	0.17%	82
2024 Q2	$262K	Sell	561 -1	-0.2%	-$462	0.16%	87
2024 Q1	$256K	Buy	562 +1	+0.2%	+$438	0.15%	91
2023 Q4	$254K	Sell	561 -29	-5%	-$12.8K	0.17%	84
2023 Q3	$241K	Hold	590	–	–	0.17%	83
2023 Q2	$272K	Hold	590	–	–	0.18%	81
2023 Q1	$279K	Hold	590	–	–	0.2%	77
2022 Q4	$287K	Hold	590	–	–	0.22%	73
2022 Q3	$228K	Hold	590	–	–	0.19%	83
2022 Q2	$254K	Hold	590	–	–	0.18%	85
2022 Q1	$260K	Hold	590	–	–	0.17%	93
2021 Q4	$210K	Buy	+590	New	+$204K	0.1%	112
2021 Q3	–	Sell	-569	Closed	-$215K	–	116
2021 Q2	$215K	Buy	569 +19	+3%	+$7.3K	0.13%	101
2021 Q1	$203K	Buy	+550	New	+$189K	0.19%	85

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Ridgecrest Wealth Partners's LMT Position: Q2 2026 in Review

Ridgecrest Wealth Partners sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 392 shares — an estimated $237K sold.

Ridgecrest Wealth Partners first reported a position in LMT in Q1 2021 and held it in 15 quarters. The position peaked at $328K in Q3 2024. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Ridgecrest Wealth Partners reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
Ridgecrest Wealth Partners sold 392 Lockheed Martin shares in Q2 2026, an estimated $237K.
Ridgecrest Wealth Partners first reported a position in Lockheed Martin in Q1 2021 and held it in 15 quarters.
Ridgecrest Wealth Partners's Lockheed Martin position peaked at $328K in Q3 2024.
2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.