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 Q2	$528K	Sell	1,035 -59	-5%	-$31.9K	0.01%	247
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 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

Badgley Phelps Wealth Managers's LMT Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its Lockheed Martin (LMT) stake by 5.4% in Q2 2026, selling an estimated $31.9K and leaving 1,035 shares worth $528K. The position accounts for 0.01% of the portfolio, ranked #247.

Badgley Phelps Wealth Managers first reported a position in LMT in Q3 2021 and has held it in 20 quarters since. The position peaked at $661K in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Badgley Phelps Wealth Managers held 1,035 shares of Lockheed Martin worth $528K as of Q2 2026.
Badgley Phelps Wealth Managers sold 59 Lockheed Martin shares in Q2 2026, an estimated $31.9K.
Lockheed Martin made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #247 holding.
Badgley Phelps Wealth Managers first reported a position in Lockheed Martin in Q3 2021 and has held it in 20 quarters since.
Badgley Phelps Wealth Managers's Lockheed Martin position peaked at $661K in Q1 2026.
2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.