Riverbend Wealth Management’s Lockheed Martin LMT Stock Holding History

Riverbend Wealth Management’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	$444K	Buy	871 +105	+14%	+$56.8K	0.22%	116
2026 Q1	$463K	Sell	766 -26	-3%	-$16K	0.27%	95
2025 Q4	$383K	Buy	792 +66	+9%	+$31.6K	0.24%	101
2025 Q3	$362K	Sell	726 -1	-0.1%	-$454	0.25%	93
2025 Q2	$337K	Sell	727 -41	-5%	-$19.2K	0.25%	96
2025 Q1	$343K	Sell	768 -194	-20%	-$89.3K	0.31%	87
2024 Q4	$471K	Buy	+962	New	+$524K	0.42%	67

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

Riverbend Wealth Management's LMT Position: Q2 2026 in Review

Riverbend Wealth Management increased its Lockheed Martin (LMT) stake by 14% in Q2 2026, buying an estimated $56.8K and bringing the position to 871 shares worth $444K. The position accounts for 0.22% of the portfolio, ranked #116.

Riverbend Wealth Management first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $471K in Q4 2024. 1,007 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Riverbend Wealth Management held 871 shares of Lockheed Martin worth $444K as of Q2 2026.
Riverbend Wealth Management bought 105 Lockheed Martin shares in Q2 2026, an estimated $56.8K.
Lockheed Martin made up 0.22% of Riverbend Wealth Management's portfolio in Q2 2026, its #116 holding.
Riverbend Wealth Management first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
Riverbend Wealth Management's Lockheed Martin position peaked at $471K in Q4 2024.
1,007 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.