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Baldwin Investment Management’s Lockheed Martin LMT Stock Holding History

Baldwin 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 		$424K Sell
833
-442
-35% -$239K 0.04% 175
2026
Q1 		$771K Hold
1,275
– – 0.09% 123
2025
Q4 		$617K Sell
1,275
-75
-6% -$35.9K 0.07% 142
2025
Q3 		$674K Sell
1,350
-1,343
-50% -$609K 0.08% 135
2025
Q2 		$1.25M Sell
2,693
-845
-24% -$396K 0.15% 87
2025
Q1 		$1.58M Buy
3,538
+444
+14% +$204K 0.19% 65
2024
Q4 		$1.5M Buy
3,094
+311
+11% +$170K 0.2% 68
2024
Q3 		$1.63M Buy
2,783
+64
+2% +$34.4K 0.2% 72
2024
Q2 		$1.27M Sell
2,719
-42
-2% -$19.4K 0.17% 90
2024
Q1 		$1.26M Buy
2,761
+226
+9% +$99K 0.17% 93
2023
Q4 		$1.15M Buy
2,535
+235
+10% +$104K 0.18% 88
2023
Q3 		$941K Buy
2,300
+745
+48% +$331K 0.16% 93
2023
Q2 		$716K Sell
1,555
-60
-4% -$27.9K 0.12% 116
2023
Q1 		$763K Buy
1,615
+100
+7% +$46.9K 0.14% 108
2022
Q4 		$737K Sell
1,515
-130
-8% -$60.4K 0.13% 106
2022
Q3 		$635K Buy
1,645
+26
+2% +$10.9K 0.13% 111
2022
Q2 		$696K Buy
1,619
+29
+2% +$12.7K 0.13% 115
2022
Q1 		$702K Buy
1,590
+30
+2% +$12.2K 0.11% 127
2021
Q4 		$554K Sell
1,560
-815
-34% -$282K 0.09% 149
2021
Q3 		$820K Buy
2,375
+30
+1% +$10.9K 0.14% 111
2021
Q2 		$887K Buy
2,345
+225
+11% +$86.5K 0.15% 109
2021
Q1 		$783K Buy
2,120
+850
+67% +$292K 0.14% 118
2020
Q4 		$451K Buy
1,270
+425
+50% +$156K 0.09% 152
2020
Q3 		$324K Buy
+845
New +$322K 0.08% 156
2020
Q1 		– Sell
-535
Closed -$208K – 153
2019
Q4 		$208K Hold
535
– – 0.06% 165
2019
Q3 		$209K Buy
+535
New +$201K 0.06% 161

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

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

Baldwin Investment Management reduced its Lockheed Martin (LMT) stake by 35% in Q2 2026, selling an estimated $239K and leaving 833 shares worth $424K. The position accounts for 0.04% of the portfolio, ranked #175.

Baldwin Investment Management first reported a position in LMT in Q3 2019 and has held it in 26 quarters since. The position peaked at $1.63M in Q3 2024. 2,784 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Baldwin Investment Management held 833 shares of Lockheed Martin worth $424K as of Q2 2026.
  • Baldwin Investment Management sold 442 Lockheed Martin shares in Q2 2026, an estimated $239K.
  • Lockheed Martin made up 0.04% of Baldwin Investment Management's portfolio in Q2 2026, its #175 holding.
  • Baldwin Investment Management first reported a position in Lockheed Martin in Q3 2019 and has held it in 26 quarters since.
  • Baldwin Investment Management's Lockheed Martin position peaked at $1.63M in Q3 2024.
  • 2,784 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.