RFM
LMT icon

Royal Fund Management’s Lockheed Martin LMT Stock Holding History

Royal Fund 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
Q2 		$230K Sell
451
-1
-0.2% -$541 0.02% 268
2026
Q1 		$273K Hold
452
– – 0.03% 254
2025
Q4 		$219K Buy
452
+36
+9% +$17.2K 0.02% 260
2025
Q3 		$208K Sell
416
-62
-13% -$28.1K 0.02% 226
2025
Q2 		$222K Sell
478
-122
-20% -$57.1K 0.02% 273
2025
Q1 		$269K Sell
600
-6,034
-91% -$2.78M 0.03% 266
2024
Q4 		$3.28M Buy
6,634
+3,962
+148% +$2.16M 0.31% 99
2024
Q3 		$1.59M Sell
2,672
-580
-18% -$311K 0.09% 183
2024
Q2 		$1.54M Sell
3,252
-1
-0% -$462 0.12% 152
2024
Q1 		$1.49M Buy
3,253
+230
+8% +$101K 0.15% 169
2023
Q4 		$1.38M Buy
3,023
+93
+3% +$41.2K 0.15% 156
2023
Q3 		$1.2M Sell
2,930
-159
-5% -$70.5K 0.16% 149
2023
Q2 		$1.42M Buy
3,089
+555
+22% +$258K 0.18% 131
2023
Q1 		$1.2M Sell
2,534
-122
-5% -$57.2K 0.17% 135
2022
Q4 		$1.29M Buy
2,656
+822
+45% +$382K 0.21% 111
2022
Q3 		$708K Sell
1,834
-839
-31% -$350K 0.13% 127
2022
Q2 		$1.15M Buy
2,673
+29
+1% +$12.7K 0.19% 114
2022
Q1 		$1.17M Buy
2,644
+294
+13% +$119K 0.17% 111
2021
Q4 		$835K Buy
2,350
+1,609
+217% +$557K 0.12% 121
2021
Q3 		$255K Sell
741
-81
-10% -$29.3K 0.04% 166
2021
Q2 		$311K Buy
822
+46
+6% +$17.7K 0.05% 153
2021
Q1 		$287K Buy
776
+170
+28% +$58.3K 0.05% 151
2020
Q4 		$215K Sell
606
-1,087
-64% -$400K 0.05% 161
2020
Q3 		$648K Sell
1,693
-80
-5% -$30.5K 0.17% 102
2020
Q2 		$647K Buy
1,773
+579
+48% +$219K 0.23% 88
2020
Q1 		$404K Buy
1,194
+508
+74% +$200K 0.16% 87
2019
Q4 		$267K Buy
686
+4
+0.6% +$1.53K 0.07% 118
2019
Q3 		$266K Buy
682
+462
+210% +$174K 0.07% 111
2019
Q2 		$80K Sell
220
-22
-9% -$7.36K 0.02% 200
2019
Q1 		$72K Sell
242
-58
-19% -$17K 0.02% 184
2018
Q4 		$78K Buy
300
+8
+3% +$2.43K 0.03% 156
2018
Q3 		$101K Buy
292
+16
+6% +$5.16K 0.03% 149
2018
Q2 		$81K Buy
276
+3
+1% +$968 0.03% 162
2018
Q1 		$92K Sell
273
-11
-4% -$3.74K 0.03% 156
2017
Q4 		$91K Buy
284
+36
+15% +$11.3K 0.03% 168
2017
Q3 		$77K Sell
248
-762
-75% -$227K 0.03% 136
2017
Q2 		$280K Buy
1,010
+36
+4% +$9.89K 0.12% 72
2017
Q1 		$260K Buy
974
+252
+35% +$66K 0.13% 67
2016
Q4 		$180K Buy
+722
New +$180K 0.1% 76

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

Royal Fund Management's LMT Position: Q2 2026 in Review

Royal Fund Management reduced its Lockheed Martin (LMT) stake by 0.22% in Q2 2026, selling an estimated $541 and leaving 451 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #268.

Royal Fund Management first reported a position in LMT in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.28M in Q4 2024. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Royal Fund Management held 451 shares of Lockheed Martin worth $230K as of Q2 2026.
  • Royal Fund Management sold 1 Lockheed Martin share in Q2 2026, an estimated $541.
  • Lockheed Martin made up 0.02% of Royal Fund Management's portfolio in Q2 2026, its #268 holding.
  • Royal Fund Management first reported a position in Lockheed Martin in Q4 2016 and has held it in 39 quarters since.
  • Royal Fund Management's Lockheed Martin position peaked at $3.28M in Q4 2024.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.