RWB
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RMR Wealth Builders’s Lockheed Martin LMT Stock Holding History

RMR Wealth Builders’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 		$380K Buy
747
+180
+32% +$97.3K 0.02% 225
2026
Q1 		$343K Buy
567
+26
+5% +$16K 0.03% 213
2025
Q4 		$262K Sell
541
-4,101
-88% -$1.96M 0.02% 245
2025
Q3 		$2.32M Buy
4,642
+253
+6% +$115K 0.19% 68
2025
Q2 		$2.03M Buy
4,389
+646
+17% +$302K 0.18% 75
2025
Q1 		$1.67M Buy
3,743
+619
+20% +$285K 0.18% 78
2024
Q4 		$1.52M Buy
3,124
+296
+10% +$161K 0.16% 80
2024
Q3 		$1.65M Sell
2,828
-50
-2% -$26.8K 0.18% 72
2024
Q2 		$1.34M Buy
2,878
+513
+22% +$237K 0.15% 78
2024
Q1 		$1.08M Buy
+2,365
New +$1.04M 0.13% 93
2021
Q2 		– Sell
-204
Closed -$75K – 458
2021
Q1 		$75K Buy
204
+138
+209% +$47.3K 0.02% 307
2020
Q4 		$23K Buy
+66
New +$24.3K 0.01% 339

Other funds holding LMT

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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

RMR Wealth Builders's LMT Position: Q2 2026 in Review

RMR Wealth Builders increased its Lockheed Martin (LMT) stake by 32% in Q2 2026, buying an estimated $97.3K and bringing the position to 747 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #225.

RMR Wealth Builders first reported a position in LMT in Q4 2020 and has held it in 12 quarters since. The position peaked at $2.32M in Q3 2025. 902 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • RMR Wealth Builders held 747 shares of Lockheed Martin worth $380K as of Q2 2026.
  • RMR Wealth Builders bought 180 Lockheed Martin shares in Q2 2026, an estimated $97.3K.
  • Lockheed Martin made up 0.02% of RMR Wealth Builders's portfolio in Q2 2026, its #225 holding.
  • RMR Wealth Builders first reported a position in Lockheed Martin in Q4 2020 and has held it in 12 quarters since.
  • RMR Wealth Builders's Lockheed Martin position peaked at $2.32M in Q3 2025.
  • 902 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.