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Baltimore-Washington Financial Advisors’s Lockheed Martin LMT Stock Holding History

Baltimore-Washington Financial Advisors’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 		$697K Buy
1,367
+462
+51% +$250K 0.03% 115
2026
Q1 		$547K Buy
905
+16
+2% +$9.86K 0.02% 114
2025
Q4 		$430K Buy
889
+252
+40% +$121K 0.02% 127
2025
Q3 		$318K Buy
637
+9
+1% +$4.08K 0.01% 147
2025
Q2 		$291K Buy
628
+149
+31% +$69.7K 0.01% 142
2025
Q1 		$214K Sell
479
-26
-5% -$12K 0.01% 146
2024
Q4 		$245K Sell
505
-23
-4% -$12.5K 0.01% 134
2024
Q3 		$309K Sell
528
-20
-4% -$10.7K 0.02% 121
2024
Q2 		$256K Sell
548
-55
-9% -$25.4K 0.01% 121
2024
Q1 		$274K Sell
603
-21
-3% -$9.2K 0.02% 111
2023
Q4 		$283K Sell
624
-335
-35% -$148K 0.02% 125
2023
Q3 		$392K Sell
959
-34
-3% -$15.1K 0.03% 115
2023
Q2 		$457K Sell
993
-146
-13% -$67.8K 0.04% 109
2023
Q1 		$538K Sell
1,139
-5
-0.4% -$2.35K 0.05% 106
2022
Q4 		$557K Buy
1,144
+33
+3% +$15.3K 0.05% 103
2022
Q3 		$429K Buy
1,111
+313
+39% +$131K 0.04% 111
2022
Q2 		$343K Buy
+798
New +$350K 0.04% 100
2021
Q4 		– Hold
0
– – – 122
2020
Q1 		– Sell
-514
Closed -$200K – 120
2019
Q4 		$200K Buy
+514
New +$197K 0.03% 113
2014
Q4 		– Sell
-114
Closed -$21K – 290
2014
Q3 		$21K Hold
114
– – 0.01% 176
2014
Q2 		$18K Hold
114
– – 0.01% 216
2014
Q1 		$19K Hold
114
– – 0.01% 182
2013
Q4 		$17K Hold
114
– – 0.01% 213
2013
Q3 		$15K Hold
114
– – 0.01% 169
2013
Q2 		$12K Buy
+114
New +$11.6K 0.01% 146

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Baltimore-Washington Financial Advisors's LMT Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors increased its Lockheed Martin (LMT) stake by 51% in Q2 2026, buying an estimated $250K and bringing the position to 1,367 shares worth $697K. The position accounts for 0.03% of the portfolio, ranked #115.

Baltimore-Washington Financial Advisors first reported a position in LMT in Q2 2013 and has held it in 24 quarters since. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Baltimore-Washington Financial Advisors held 1,367 shares of Lockheed Martin worth $697K as of Q2 2026.
  • Baltimore-Washington Financial Advisors bought 462 Lockheed Martin shares in Q2 2026, an estimated $250K.
  • Lockheed Martin made up 0.03% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #115 holding.
  • Baltimore-Washington Financial Advisors first reported a position in Lockheed Martin in Q2 2013 and has held it in 24 quarters since.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.