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Ruggaard & Associates’s Lockheed Martin LMT Stock Holding History

Ruggaard & Associates’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 		$238K Buy
+467
New +$252K 0.09% 114

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Ruggaard & Associates's LMT Position: Q2 2026 in Review

Ruggaard & Associates opened a new position in Lockheed Martin (LMT) in Q2 2026: 467 shares worth $238K. The stake represents 0.09% of the portfolio and ranks #114 among its holdings.

2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Ruggaard & Associates held 467 shares of Lockheed Martin worth $238K as of Q2 2026.
  • Lockheed Martin was a new Ruggaard & Associates position in Q2 2026.
  • Lockheed Martin made up 0.09% of Ruggaard & Associates's portfolio in Q2 2026, its #114 holding.
  • 2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.