Bank Julius Baer & Co’s Lockheed Martin LMT Stock Holding History

Bank Julius Baer & Co’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	-14	Closed	-$8.44K	–	703
2026 Q1	$8.44K	Buy	+14	New	+$8.62K	﹤0.01%	652
2024 Q2	–	Sell	-520	Closed	-$237K	–	518
2024 Q1	$237K	Buy	+520	New	+$228K	﹤0.01%	382
2023 Q4	–	Sell	-64	Closed	-$26K	–	561
2023 Q3	$26K	Buy	64 +27	+73%	+$12K	﹤0.01%	482
2023 Q2	$17K	Buy	+37	New	+$17.2K	﹤0.01%	528
2022 Q3	–	Sell	-470	Closed	-$202K	–	611
2022 Q2	$202K	Hold	470	–	–	﹤0.01%	405
2022 Q1	$207K	Sell	470 -297	-39%	-$120K	﹤0.01%	408
2021 Q4	$273K	Buy	+767	New	+$265K	﹤0.01%	500
2021 Q3	–	Sell	-66	Closed	-$25K	–	841
2021 Q2	$25K	Buy	+66	New	+$25.4K	﹤0.01%	742
2021 Q1	–	Sell	-149	Closed	-$53K	–	859
2020 Q4	$53K	Sell	149 -197	-57%	-$72.4K	﹤0.01%	677
2020 Q3	$133K	Buy	346 +116	+50%	+$44.3K	﹤0.01%	551
2020 Q2	$84K	Buy	+230	New	+$86.9K	﹤0.01%	529

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

Bank Julius Baer & Co's LMT Position: Q2 2026 in Review

Bank Julius Baer & Co sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 14 shares — an estimated $8.44K sold.

Bank Julius Baer & Co first reported a position in LMT in Q2 2020 and held it in 11 quarters. The position peaked at $273K in Q4 2021. 2,755 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Bank Julius Baer & Co reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
Bank Julius Baer & Co sold 14 Lockheed Martin shares in Q2 2026, an estimated $8.44K.
Bank Julius Baer & Co first reported a position in Lockheed Martin in Q2 2020 and held it in 11 quarters.
Bank Julius Baer & Co's Lockheed Martin position peaked at $273K in Q4 2021.
2,755 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.