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Baker Tilly Wealth Management’s Lockheed Martin LMT Stock Holding History

Baker Tilly Wealth 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 		– Sell
-356
Closed -$215K – 300
2026
Q1 		$215K Buy
+356
New +$219K 0.05% 268
2024
Q3 		– Sell
-514
Closed -$240K – 263
2024
Q2 		$240K Sell
514
-1,418
-73% -$655K 0.1% 233
2024
Q1 		$879K Buy
1,932
+43
+2% +$18.8K 0.16% 140
2023
Q4 		$856K Sell
1,889
-69
-4% -$30.6K 0.14% 159
2023
Q3 		$801K Sell
1,958
-217
-10% -$96.3K 0.13% 158
2023
Q2 		$1M Sell
2,175
-410
-16% -$190K 0.11% 196
2023
Q1 		$1.22M Sell
2,585
-208
-7% -$97.5K 0.14% 169
2022
Q4 		$1.36M Sell
2,793
-98
-3% -$45.5K 0.17% 144
2022
Q3 		$1.12M Buy
2,891
+107
+4% +$44.7K 0.15% 144
2022
Q2 		$1.2M Sell
2,784
-79
-3% -$34.7K 0.16% 141
2022
Q1 		$1.26M Buy
2,863
+1,161
+68% +$471K 0.14% 152
2021
Q4 		$605K Sell
1,702
-670
-28% -$232K 0.06% 318
2021
Q3 		$819K Buy
2,372
+496
+26% +$180K 0.11% 200
2021
Q2 		$710K Buy
1,876
+1,305
+229% +$502K 0.11% 200
2021
Q1 		$211K Sell
571
-197
-26% -$67.6K 0.04% 440
2020
Q4 		$273K Buy
+768
New +$282K 0.08% 260

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

Baker Tilly Wealth Management's LMT Position: Q2 2026 in Review

Baker Tilly Wealth Management sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 356 shares — an estimated $215K sold.

Baker Tilly Wealth Management first reported a position in LMT in Q4 2020 and held it in 16 quarters. The position peaked at $1.36M in Q4 2022. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Baker Tilly Wealth Management reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 356 Lockheed Martin shares in Q2 2026, an estimated $215K.
  • Baker Tilly Wealth Management first reported a position in Lockheed Martin in Q4 2020 and held it in 16 quarters.
  • Baker Tilly Wealth Management's Lockheed Martin position peaked at $1.36M in Q4 2022.
  • 2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.