Ritter Daniher Financial Advisory’s Lockheed Martin LMT Stock Holding History

Ritter Daniher Financial Advisory’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	$17.3K	Hold	34	–	–	﹤0.01%	380
2026 Q1	$20.5K	Hold	34	–	–	﹤0.01%	358
2025 Q4	$16.4K	Buy	+34	New	+$16.3K	﹤0.01%	376
2025 Q3	–	Sell	-100	Closed	-$46.3K	–	468
2025 Q2	$46.3K	Hold	100	–	–	0.01%	182
2025 Q1	$44.7K	Buy	+100	New	+$46K	0.01%	170
2024 Q2	–	Sell	-11	Closed	-$5K	–	315
2024 Q1	$5K	Hold	11	–	–	﹤0.01%	252
2023 Q4	$4.99K	Buy	+11	New	+$4.87K	﹤0.01%	268
2021 Q4	–	Sell	-5	Closed	-$2K	–	242
2021 Q3	$2K	Hold	5	–	–	﹤0.01%	200
2021 Q2	$2K	Hold	5	–	–	﹤0.01%	192
2021 Q1	$2K	Hold	5	–	–	﹤0.01%	181
2020 Q4	$2K	Buy	+5	New	+$1.84K	﹤0.01%	175

Other funds holding LMT

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

SFA

Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Ritter Daniher Financial Advisory's LMT Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Lockheed Martin (LMT) position steady in Q2 2026 at 34 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Ritter Daniher Financial Advisory first reported a position in LMT in Q4 2020 and has held it in 11 quarters since. The position peaked at $46.3K in Q2 2025. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Ritter Daniher Financial Advisory held 34 shares of Lockheed Martin worth $17.3K as of Q2 2026.
Ritter Daniher Financial Advisory left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #380 holding.
Ritter Daniher Financial Advisory first reported a position in Lockheed Martin in Q4 2020 and has held it in 11 quarters since.
Ritter Daniher Financial Advisory's Lockheed Martin position peaked at $46.3K in Q2 2025.
898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.