RA
LMT icon

Riversedge Advisors’s Lockheed Martin LMT Stock Holding History

Riversedge 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 		$510K Buy
1,001
+221
+28% +$119K 0.07% 117
2026
Q1 		$471K Buy
780
+8
+1% +$4.93K 0.08% 91
2025
Q4 		$373K Buy
+772
New +$369K 0.06% 107

Other funds holding LMT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
WG
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

Riversedge Advisors's LMT Position: Q2 2026 in Review

Riversedge Advisors increased its Lockheed Martin (LMT) stake by 28% in Q2 2026, buying an estimated $119K and bringing the position to 1,001 shares worth $510K. The position accounts for 0.07% of the portfolio, ranked #117.

Riversedge Advisors first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. 1,014 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Riversedge Advisors held 1,001 shares of Lockheed Martin worth $510K as of Q2 2026.
  • Riversedge Advisors bought 221 Lockheed Martin shares in Q2 2026, an estimated $119K.
  • Lockheed Martin made up 0.07% of Riversedge Advisors's portfolio in Q2 2026, its #117 holding.
  • Riversedge Advisors first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • 1,014 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.