RiverFront Investment Group’s Lockheed Martin LMT Stock Holding History

RiverFront Investment Group’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 Q1	$1.61M	Buy	2,672 +745	+39%	+$459K	0.03%	157
2025 Q4	$932K	Buy	1,927 +188	+11%	+$90K	0.02%	169
2025 Q3	$868K	Hold	1,739	–	–	0.02%	167
2025 Q2	$805K	Sell	1,739 -73	-4%	-$34.2K	0.02%	165
2025 Q1	$809K	Buy	1,812 +1,224	+208%	+$563K	0.02%	155
2024 Q4	$286K	Buy	+588	New	+$321K	0.01%	205
2021 Q3	–	Sell	-699	Closed	-$264K	–	118
2021 Q2	$264K	Sell	699 -20	-3%	-$7.69K	0.01%	112
2021 Q1	$266K	Buy	+719	New	+$247K	0.01%	78

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RiverFront Investment Group's LMT Position: Q1 2026 in Review

RiverFront Investment Group increased its Lockheed Martin (LMT) stake by 39% in Q1 2026, buying an estimated $459K and bringing the position to 2,672 shares worth $1.61M. The position accounts for 0.03% of the portfolio, ranked #157.

RiverFront Investment Group first reported a position in LMT in Q1 2021 and has held it in 8 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

RiverFront Investment Group held 2,672 shares of Lockheed Martin worth $1.61M as of Q1 2026.
RiverFront Investment Group bought 745 Lockheed Martin shares in Q1 2026, an estimated $459K.
Lockheed Martin made up 0.03% of RiverFront Investment Group's portfolio in Q1 2026, its #157 holding.
RiverFront Investment Group first reported a position in Lockheed Martin in Q1 2021 and has held it in 8 quarters since.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on RiverFront Investment Group's 13F filing for Q1 2026, filed 11 May 2026.