Riversedge Advisors
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
Q3 		$453K Sell
890
-111
-11% -$61K 0.06% 161
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Riversedge Advisors's LMT Position: Q3 2026 in Review

Riversedge Advisors reduced its Lockheed Martin (LMT) stake by 11% in Q3 2026, selling an estimated $61K and leaving 890 shares worth $453K. The position accounts for 0.06% of the portfolio, ranked #161.

Riversedge Advisors first reported a position in LMT in Q4 2025 and has held it in 4 quarters since. The position peaked at $510K in Q2 2026. 1,927 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Riversedge Advisors held 890 shares of Lockheed Martin worth $453K as of Q3 2026.
  • Riversedge Advisors sold 111 Lockheed Martin shares in Q3 2026, an estimated $61K.
  • Lockheed Martin made up 0.06% of Riversedge Advisors's portfolio in Q3 2026, its #161 holding.
  • Riversedge Advisors first reported a position in Lockheed Martin in Q4 2025 and has held it in 4 quarters since.
  • Riversedge Advisors's Lockheed Martin position peaked at $510K in Q2 2026.
  • 1,927 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.