Ritholtz Wealth Management’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.34M | Sell |
8,520
-300
| -3% | -$162K | 0.06% | 217 |
|
|
2026
Q1 | $5.33M | Buy |
8,820
+291
| +3% | +$179K | 0.09% | 144 |
|
|
2025
Q4 | $4.13M | Sell |
8,529
-235
| -3% | -$112K | 0.08% | 184 |
|
|
2025
Q3 | $4.38M | Sell |
8,764
-69
| -0.8% | -$31.3K | 0.09% | 154 |
|
|
2025
Q2 | $4.09M | Buy |
8,833
+1,444
| +20% | +$676K | 0.09% | 138 |
|
|
2025
Q1 | $3.3M | Sell |
7,389
-211
| -3% | -$97.1K | 0.1% | 148 |
|
|
2024
Q4 | $3.69M | Buy |
7,600
+873
| +13% | +$476K | 0.11% | 114 |
|
|
2024
Q3 | $3.93M | Buy |
6,727
+957
| +17% | +$514K | 0.12% | 110 |
|
|
2024
Q2 | $2.7M | Buy |
5,770
+767
| +15% | +$354K | 0.09% | 153 |
|
|
2024
Q1 | $2.28M | Sell |
5,003
-2,751
| -35% | -$1.21M | 0.08% | 175 |
|
|
2023
Q4 | $3.51M | Buy |
7,754
+3,694
| +91% | +$1.64M | 0.14% | 92 |
|
|
2023
Q3 | $1.66M | Sell |
4,060
-6,619
| -62% | -$2.94M | 0.07% | 175 |
|
|
2023
Q2 | $4.92M | Sell |
10,679
-4,715
| -31% | -$2.19M | 0.22% | 60 |
|
|
2023
Q1 | $7.28M | Buy |
15,394
+7,404
| +93% | +$3.47M | 0.36% | 37 |
|
|
2022
Q4 | $3.89M | Sell |
7,990
-6,366
| -44% | -$2.96M | 0.22% | 68 |
|
|
2022
Q3 | $5.55M | Buy |
14,356
+11,255
| +363% | +$4.7M | 0.29% | 39 |
|
|
2022
Q2 | $1.33M | Buy |
3,101
+1,359
| +78% | +$597K | 0.08% | 147 |
|
|
2022
Q1 | $769K | Buy |
1,742
+614
| +54% | +$249K | 0.05% | 234 |
|
|
2021
Q4 | $401K | Buy |
1,128
+73
| +7% | +$25.2K | 0.02% | 348 |
|
|
2021
Q3 | $364K | Sell |
1,055
-107
| -9% | -$38.7K | 0.03% | 335 |
|
|
2021
Q2 | $440K | Buy |
1,162
+165
| +17% | +$63.4K | 0.03% | 283 |
|
|
2021
Q1 | $368K | Buy |
997
+194
| +24% | +$66.6K | 0.03% | 266 |
|
|
2020
Q4 | $285K | Sell |
803
-140
| -15% | -$51.5K | 0.03% | 268 |
|
|
2020
Q3 | $361K | Buy |
943
+63
| +7% | +$24K | 0.04% | 179 |
|
|
2020
Q2 | $321K | Buy |
880
+115
| +15% | +$43.4K | 0.04% | 166 |
|
|
2020
Q1 | $259K | Sell |
765
-74
| -9% | -$29.1K | 0.04% | 122 |
|
|
2019
Q4 | $327K | Buy |
839
+102
| +14% | +$39.1K | 0.05% | 109 |
|
|
2019
Q3 | $287K | Sell |
737
-418
| -36% | -$157K | 0.05% | 107 |
|
|
2019
Q2 | $420K | Buy |
1,155
+102
| +10% | +$34.1K | 0.07% | 77 |
|
|
2019
Q1 | $316K | Buy |
+1,053
| New | +$309K | 0.06% | 96 |
|
|
2018
Q4 | – | Sell |
-791
| Closed | -$274K | – | 128 |
|
|
2018
Q3 | $274K | Buy |
791
+26
| +3% | +$8.39K | 0.07% | 95 |
|
|
2018
Q2 | $226K | Buy |
765
+139
| +22% | +$44.8K | 0.06% | 106 |
|
|
2018
Q1 | $212K | Sell |
626
-98
| -14% | -$33.4K | 0.06% | 107 |
|
|
2017
Q4 | $232K | Buy |
724
+65
| +10% | +$20.5K | 0.07% | 102 |
|
|
2017
Q3 | $204K | Buy |
+659
| New | +$197K | 0.08% | 76 |
|
Other funds holding LMT
Ritholtz Wealth Management's LMT Position: Q2 2026 in Review
Ritholtz Wealth Management reduced its Lockheed Martin (LMT) stake by 3.4% in Q2 2026, selling an estimated $162K and leaving 8,520 shares worth $4.34M. The position accounts for 0.06% of the portfolio, ranked #217.
Ritholtz Wealth Management first reported a position in LMT in Q3 2017 and has held it in 35 quarters since. The position peaked at $7.28M in Q1 2023. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.
- Ritholtz Wealth Management held 8,520 shares of Lockheed Martin worth $4.34M as of Q2 2026.
- Ritholtz Wealth Management sold 300 Lockheed Martin shares in Q2 2026, an estimated $162K.
- Lockheed Martin made up 0.06% of Ritholtz Wealth Management's portfolio in Q2 2026, its #217 holding.
- Ritholtz Wealth Management first reported a position in Lockheed Martin in Q3 2017 and has held it in 35 quarters since.
- Ritholtz Wealth Management's Lockheed Martin position peaked at $7.28M in Q1 2023.
- 2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.
Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.