River Street Advisors’s Lockheed Martin LMT Stock Holding History

River Street Advisors’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	$640K	Sell	1,257 -96	-7%	-$51.9K	0.19%	101
2026 Q1	$818K	Buy	1,353 +584	+76%	+$360K	0.28%	81
2025 Q4	$372K	Buy	769 +10	+1%	+$4.79K	0.14%	114
2025 Q3	$379K	Hold	759	–	–	0.15%	116
2025 Q2	$352K	Sell	759 -12	-2%	-$5.62K	0.15%	118
2025 Q1	$344K	Buy	771 +126	+20%	+$58K	0.17%	114
2024 Q4	$313K	Sell	645 -72	-10%	-$39.2K	0.16%	113
2024 Q3	$419K	Buy	717 +147	+26%	+$78.9K	0.23%	106
2024 Q2	$266K	Buy	570 +22	+4%	+$10.2K	0.16%	126
2024 Q1	$249K	Hold	548	–	–	0.17%	119
2023 Q4	$248K	Hold	548	–	–	0.2%	108
2023 Q3	$224K	Hold	548	–	–	0.21%	103
2023 Q2	$252K	Hold	548	–	–	0.24%	101
2023 Q1	$259K	Hold	548	–	–	0.25%	101
2022 Q4	$267K	Buy	+548	New	+$255K	0.29%	95

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

River Street Advisors's LMT Position: Q2 2026 in Review

River Street Advisors reduced its Lockheed Martin (LMT) stake by 7.1% in Q2 2026, selling an estimated $51.9K and leaving 1,257 shares worth $640K. The position accounts for 0.19% of the portfolio, ranked #101.

River Street Advisors first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $818K in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

River Street Advisors held 1,257 shares of Lockheed Martin worth $640K as of Q2 2026.
River Street Advisors sold 96 Lockheed Martin shares in Q2 2026, an estimated $51.9K.
Lockheed Martin made up 0.19% of River Street Advisors's portfolio in Q2 2026, its #101 holding.
River Street Advisors first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
River Street Advisors's Lockheed Martin position peaked at $818K in Q1 2026.
2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on River Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.