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RKL Wealth Management’s Lockheed Martin LMT Stock Holding History

RKL 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
Q1 		$552K Sell
913
-69
-7% -$42.5K 0.05% 120
2025
Q4 		$475K Sell
982
-8
-0.8% -$3.83K 0.04% 134
2025
Q3 		$494K Sell
990
-518
-34% -$235K 0.04% 126
2025
Q2 		$698K Sell
1,508
-21
-1% -$9.83K 0.06% 109
2025
Q1 		$683K Sell
1,529
-66
-4% -$30.4K 0.06% 107
2024
Q4 		$775K Sell
1,595
-161
-9% -$87.8K 0.07% 103
2024
Q3 		$1.03M Sell
1,756
-169
-9% -$90.7K 0.09% 87
2024
Q2 		$899K Sell
1,925
-185
-9% -$85.5K 0.09% 85
2024
Q1 		$960K Sell
2,110
-45
-2% -$19.7K 0.1% 84
2023
Q4 		$977K Buy
2,155
+3
+0.1% +$1.33K 0.11% 83
2023
Q3 		$880K Sell
2,152
-100
-4% -$44.4K 0.11% 81
2023
Q2 		$1.04M Sell
2,252
-185
-8% -$85.9K 0.12% 78
2023
Q1 		$1.15M Sell
2,437
-174
-7% -$81.6K 0.15% 73
2022
Q4 		$1.27M Sell
2,611
-5
-0.2% -$2.32K 0.17% 71
2022
Q3 		$1.01M Sell
2,616
-56
-2% -$23.4K 0.15% 73
2022
Q2 		$1.15M Buy
2,672
+2
+0.1% +$878 0.16% 73
2022
Q1 		$1.18M Buy
2,670
+36
+1% +$14.6K 0.14% 79
2021
Q4 		$936K Sell
2,634
-551
-17% -$191K 0.11% 80
2021
Q3 		$1.1M Sell
3,185
-274
-8% -$99.2K 0.14% 75
2021
Q2 		$1.31M Sell
3,459
-7
-0.2% -$2.69K 0.16% 70
2021
Q1 		$1.28M Sell
3,466
-270
-7% -$92.6K 0.17% 69
2020
Q4 		$1.33M Sell
3,736
-113
-3% -$41.5K 0.18% 63
2020
Q3 		$1.48M Sell
3,849
-410
-10% -$156K 0.23% 58
2020
Q2 		$1.55M Sell
4,259
-155
-4% -$58.5K 0.27% 57
2020
Q1 		$1.5M Sell
4,414
-285
-6% -$112K 0.31% 52
2019
Q4 		$1.83M Sell
4,699
-172
-4% -$66K 0.33% 55
2019
Q3 		$1.91M Sell
4,871
-397
-8% -$149K 0.36% 52
2019
Q2 		$1.91M Sell
5,268
-123
-2% -$41.1K 0.35% 50
2019
Q1 		$1.63M Sell
5,391
-708
-12% -$208K 0.32% 52
2018
Q4 		$1.6M Sell
6,099
-2,174
-26% -$660K 0.37% 53
2018
Q3 		$2.87M Sell
8,273
-531
-6% -$171K 0.61% 36
2018
Q2 		$2.6M Sell
8,804
-781
-8% -$252K 0.59% 39
2018
Q1 		$3.23M Sell
9,585
-1,907
-17% -$649K 0.76% 33
2017
Q4 		$3.68M Sell
11,492
-1,745
-13% -$550K 0.91% 28
2017
Q3 		$4.11M Sell
13,237
-2,746
-17% -$819K 1.16% 27
2017
Q2 		$4.44M Sell
15,983
-2,955
-16% -$812K 1.41% 29
2017
Q1 		$5.07M Sell
18,938
-3,623
-16% -$949K 2.04% 22
2016
Q4 		$5.64M Sell
22,561
-1,529
-6% -$382K 2.72% 15
2016
Q3 		$5.78M Buy
24,090
+162
+0.7% +$40.5K 2.91% 17
2016
Q2 		$5.74M Buy
23,928
+1,072
+5% +$253K 2.99% 15
2016
Q1 		$5.06M Buy
22,856
+3,816
+20% +$821K 2.91% 20
2015
Q4 		$4.13K Buy
19,040
+6,141
+48% +$1.33M 1.92% 21
2015
Q3 		$2.67M Buy
12,899
+3,047
+31% +$620K 1.69% 26
2015
Q2 		$1.83M Buy
9,852
+3,587
+57% +$691K 1.1% 28
2015
Q1 		$1.27M Buy
+6,265
New +$1.24M 0.77% 30

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RKL Wealth Management's LMT Position: Q1 2026 in Review

RKL Wealth Management reduced its Lockheed Martin (LMT) stake by 7% in Q1 2026, selling an estimated $42.5K and leaving 913 shares worth $552K. The position accounts for 0.05% of the portfolio, ranked #120.

RKL Wealth Management first reported a position in LMT in Q1 2015 and has held it in 45 quarters since. The position peaked at $5.78M in Q3 2016. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • RKL Wealth Management held 913 shares of Lockheed Martin worth $552K as of Q1 2026.
  • RKL Wealth Management sold 69 Lockheed Martin shares in Q1 2026, an estimated $42.5K.
  • Lockheed Martin made up 0.05% of RKL Wealth Management's portfolio in Q1 2026, its #120 holding.
  • RKL Wealth Management first reported a position in Lockheed Martin in Q1 2015 and has held it in 45 quarters since.
  • RKL Wealth Management's Lockheed Martin position peaked at $5.78M in Q3 2016.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.