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Badgley Phelps Wealth Managers’s Lockheed Martin LMT Stock Holding History

Badgley Phelps Wealth Managers’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 		$661K Buy
1,094
+192
+21% +$118K 0.01% 223
2025
Q4 		$436K Buy
902
+86
+11% +$41.2K 0.01% 254
2025
Q3 		$407K Sell
816
-57
-7% -$25.9K 0.01% 236
2025
Q2 		$404K Sell
873
-134
-13% -$62.7K 0.01% 230
2025
Q1 		$450K Buy
1,007
+80
+9% +$36.8K 0.01% 221
2024
Q4 		$450K Buy
927
+20
+2% +$10.9K 0.01% 219
2024
Q3 		$530K Buy
907
+114
+14% +$61.2K 0.01% 203
2024
Q2 		$370K Buy
793
+17
+2% +$7.86K 0.01% 211
2024
Q1 		$353K Sell
776
-100
-11% -$43.8K 0.01% 209
2023
Q4 		$397K Buy
876
+150
+21% +$66.5K 0.01% 198
2023
Q3 		$297K Sell
726
-22
-3% -$9.76K 0.01% 196
2023
Q2 		$344K Sell
748
-198
-21% -$91.9K 0.01% 196
2023
Q1 		$447K Buy
946
+275
+41% +$129K 0.02% 159
2022
Q4 		$326K Hold
671
– – 0.01% 172
2022
Q3 		$259K Buy
671
+41
+7% +$17.1K 0.01% 171
2022
Q2 		$271K Buy
630
+24
+4% +$10.5K 0.01% 173
2022
Q1 		$267K Buy
606
+26
+4% +$10.5K 0.01% 182
2021
Q4 		$206K Sell
580
-96
-14% -$33.2K 0.01% 205
2021
Q3 		$233K Buy
+676
New +$245K 0.01% 194

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

Badgley Phelps Wealth Managers's LMT Position: Q1 2026 in Review

Badgley Phelps Wealth Managers increased its Lockheed Martin (LMT) stake by 21% in Q1 2026, buying an estimated $118K and bringing the position to 1,094 shares worth $661K. The position accounts for 0.01% of the portfolio, ranked #223.

Badgley Phelps Wealth Managers first reported a position in LMT in Q3 2021 and has held it in 19 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Badgley Phelps Wealth Managers held 1,094 shares of Lockheed Martin worth $661K as of Q1 2026.
  • Badgley Phelps Wealth Managers bought 192 Lockheed Martin shares in Q1 2026, an estimated $118K.
  • Lockheed Martin made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #223 holding.
  • Badgley Phelps Wealth Managers first reported a position in Lockheed Martin in Q3 2021 and has held it in 19 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.