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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
Q3 		$461K Hold
905
– – 0.17% 152
2026
Q2 		$461K Hold
905
– – 0.17% 151
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

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Ridgewood Investments's LMT Position: Q3 2026 in Review

Ridgewood Investments held its Lockheed Martin (LMT) position steady in Q3 2026 at 905 shares worth $461K. The position accounts for 0.17% of the portfolio, ranked #152.

Ridgewood Investments first reported a position in LMT in Q1 2021 and has held it in 13 quarters since. The position peaked at $801K in Q4 2021. 144 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Ridgewood Investments held 905 shares of Lockheed Martin worth $461K as of Q3 2026.
  • Ridgewood Investments left its Lockheed Martin share count unchanged in Q3 2026.
  • Lockheed Martin made up 0.17% of Ridgewood Investments's portfolio in Q3 2026, its #152 holding.
  • Ridgewood Investments first reported a position in Lockheed Martin in Q1 2021 and has held it in 13 quarters since.
  • Ridgewood Investments's Lockheed Martin position peaked at $801K in Q4 2021.
  • 144 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.