RW Investment Management’s Lockheed Martin LMT Stock Holding History

RW Investment 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	$635K	Hold	1,246	–	–	0.06%	64
2026 Q1	$753K	Buy	+1,246	New	+$768K	0.07%	53
2025 Q3	$622K	Sell	1,246 -296	-19%	-$134K	0.06%	58
2025 Q2	$714K	Buy	1,542 +158	+11%	+$74K	0.08%	52
2025 Q1	$618K	Hold	1,384	–	–	0.08%	49
2024 Q4	$673K	Hold	1,384	–	–	0.08%	49
2024 Q3	$809K	Hold	1,384	–	–	0.1%	45
2024 Q2	$646K	Hold	1,384	–	–	0.09%	51
2024 Q1	$630K	Buy	1,384 +60	+5%	+$26.3K	0.09%	50
2023 Q4	$600K	Sell	1,324 -39	-3%	-$17.3K	0.09%	50
2023 Q3	$557K	Hold	1,363	–	–	0.1%	49
2023 Q2	$627K	Hold	1,363	–	–	0.13%	44
2023 Q1	$644K	Buy	1,363 +138	+11%	+$64.7K	0.18%	40
2022 Q4	$596K	Buy	+1,225	New	+$569K	0.23%	42

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

RW Investment Management's LMT Position: Q2 2026 in Review

RW Investment Management held its Lockheed Martin (LMT) position steady in Q2 2026 at 1,246 shares worth $635K. The position accounts for 0.06% of the portfolio, ranked #64.

RW Investment Management first reported a position in LMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $809K in Q3 2024. 2,784 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

RW Investment Management held 1,246 shares of Lockheed Martin worth $635K as of Q2 2026.
RW Investment Management left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 0.06% of RW Investment Management's portfolio in Q2 2026, its #64 holding.
RW Investment Management first reported a position in Lockheed Martin in Q4 2022 and has held it in 14 quarters since.
RW Investment Management's Lockheed Martin position peaked at $809K in Q3 2024.
2,784 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on RW Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.