Ridgewood Investments’s Lockheed Martin LMT Stock Holding History

Ridgewood Investments’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	$547K	Buy	+905	New	+$557K	0.22%	130
2025 Q2	–	Sell	-60	Closed	-$26.8K	–	736
2025 Q1	$26.8K	Hold	60	–	–	0.01%	391
2024 Q4	$29.2K	Hold	60	–	–	0.01%	385
2024 Q3	$35.1K	Sell	60 -16	-21%	-$8.59K	0.02%	364
2024 Q2	$35.4K	Buy	+76	New	+$35.1K	0.02%	370
2023 Q3	–	Sell	-76	Closed	-$34.9K	–	505
2023 Q2	$34.9K	Sell	76 -50	-40%	-$23.2K	0.02%	379
2023 Q1	$59.4K	Buy	+126	New	+$59.1K	0.04%	314
2022 Q1	–	Sell	-2,253	Closed	-$801K	–	207
2021 Q4	$801K	Buy	2,253 +235	+12%	+$81.3K	0.51%	70
2021 Q3	$696K	Hold	2,018	–	–	0.47%	70
2021 Q2	$764K	Sell	2,018 -55	-3%	-$21.1K	0.49%	70
2021 Q1	$766K	Buy	+2,073	New	+$711K	0.47%	74

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

Ridgewood Investments's LMT Position: Q1 2026 in Review

Ridgewood Investments opened a new position in Lockheed Martin (LMT) in Q1 2026: 905 shares worth $547K. The stake represents 0.22% of the portfolio and ranks #130 among its holdings. This is a return to the name: Ridgewood Investments previously reported a position in LMT as recently as Q1 2025.

Ridgewood Investments first reported a position in LMT in Q1 2021 and has held it in 11 quarters since. The position peaked at $801K in Q4 2021. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Ridgewood Investments held 905 shares of Lockheed Martin worth $547K as of Q1 2026.
Lockheed Martin was a new Ridgewood Investments position in Q1 2026.
Lockheed Martin made up 0.22% of Ridgewood Investments's portfolio in Q1 2026, its #130 holding.
Ridgewood Investments first reported a position in Lockheed Martin in Q1 2021 and has held it in 11 quarters since.
Ridgewood Investments's Lockheed Martin position peaked at $801K in Q4 2021.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Ridgewood Investments's 13F filing for Q1 2026, filed 3 Apr 2026.