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Bar Harbor Wealth Management’s Lockheed Martin LMT Stock Holding History

Bar Harbor 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 		$1.07M Sell
2,101
-7
-0.3% -$3.78K 0.06% 146
2026
Q1 		$1.27M Buy
2,108
+9
+0.4% +$5.54K 0.07% 139
2025
Q4 		$1.02M Buy
2,099
+330
+19% +$158K 0.06% 149
2025
Q3 		$883K Hold
1,769
– – 0.05% 155
2025
Q2 		$819K Hold
1,769
– – 0.05% 155
2025
Q1 		$790K Sell
1,769
-75
-4% -$34.5K 0.05% 151
2024
Q4 		$896K Hold
1,844
– – 0.06% 145
2024
Q3 		$1.08M Hold
1,844
– – 0.07% 147
2024
Q2 		$861K Sell
1,844
-341
-16% -$158K 0.06% 153
2024
Q1 		$994K Sell
2,185
-158
-7% -$69.2K 0.07% 149
2023
Q4 		$1.06M Sell
2,343
-75
-3% -$33.2K 0.08% 142
2023
Q3 		$989K Buy
2,418
+316
+15% +$140K 0.08% 149
2023
Q2 		$968K Hold
2,102
– – 0.07% 150
2023
Q1 		$994K Sell
2,102
-30
-1% -$14.1K 0.08% 148
2022
Q4 		$1.04M Sell
2,132
-33
-2% -$15.3K 0.08% 148
2022
Q3 		$836K Sell
2,165
-3
-0.1% -$1.25K 0.07% 156
2022
Q2 		$932K Buy
2,168
+90
+4% +$39.5K 0.07% 158
2022
Q1 		$917K Sell
2,078
-65
-3% -$26.4K 0.08% 127
2021
Q4 		$762K Sell
2,143
-143
-6% -$49.5K 0.06% 133
2021
Q3 		$789K Sell
2,286
-16
-0.7% -$5.79K 0.07% 133
2021
Q2 		$871K Sell
2,302
-19
-0.8% -$7.3K 0.08% 128
2021
Q1 		$858K Sell
2,321
-308
-12% -$106K 0.08% 132
2020
Q4 		$933K Sell
2,629
-242
-8% -$89K 0.09% 121
2020
Q3 		$1.1M Sell
2,871
-1,181
-29% -$451K 0.12% 108
2020
Q2 		$1.48M Sell
4,052
-205
-5% -$77.4K 0.17% 102
2020
Q1 		$1.44M Sell
4,257
-85
-2% -$33.4K 0.19% 97
2019
Q4 		$1.69M Sell
4,342
-402
-8% -$154K 0.19% 101
2019
Q3 		$1.85M Sell
4,744
-118
-2% -$44.4K 0.21% 98
2019
Q2 		$1.77M Buy
4,862
+117
+2% +$39.1K 0.21% 101
2019
Q1 		$1.42M Sell
4,745
-143
-3% -$41.9K 0.17% 107
2018
Q4 		$1.28M Buy
4,888
+116
+2% +$35.2K 0.17% 108
2018
Q3 		$1.65M Buy
4,772
+45
+1% +$14.5K 0.19% 102
2018
Q2 		$1.4M Buy
4,727
+604
+15% +$195K 0.17% 111
2018
Q1 		$1.39M Buy
4,123
+492
+14% +$167K 0.17% 113
2017
Q4 		$1.17M Sell
3,631
-177
-5% -$55.8K 0.14% 124
2017
Q3 		$1.18M Buy
3,808
+30
+0.8% +$8.95K 0.14% 124
2017
Q2 		$1.05M Sell
3,778
-94
-2% -$25.8K 0.13% 132
2017
Q1 		$1.04M Sell
3,872
-49
-1% -$12.8K 0.12% 132
2016
Q4 		$980K Sell
3,921
-17
-0.4% -$4.25K 0.11% 149
2016
Q3 		$944K Buy
3,938
+14
+0.4% +$3.5K 0.11% 148
2016
Q2 		$974K Buy
3,924
+499
+15% +$118K 0.11% 142
2016
Q1 		$759K Buy
3,425
+1,913
+127% +$412K 0.09% 159
2015
Q4 		$328K Sell
1,512
-50
-3% -$10.8K 0.04% 219
2015
Q3 		$324K Sell
1,562
-268
-15% -$54.5K 0.04% 217
2015
Q2 		$340K Hold
1,830
– – 0.04% 224
2015
Q1 		$371K Buy
1,830
+20
+1% +$3.95K 0.05% 209
2014
Q4 		$349K Buy
1,810
+268
+17% +$49.7K 0.04% 212
2014
Q3 		$282K Sell
1,542
-25
-2% -$4.26K 0.04% 225
2014
Q2 		$252K Buy
1,567
+25
+2% +$4.06K 0.03% 230
2014
Q1 		$252K Hold
1,542
– – 0.03% 229
2013
Q4 		$229K Buy
+1,542
New +$209K 0.03% 231

Other funds holding LMT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Bar Harbor Wealth Management's LMT Position: Q2 2026 in Review

Bar Harbor Wealth Management reduced its Lockheed Martin (LMT) stake by 0.33% in Q2 2026, selling an estimated $3.78K and leaving 2,101 shares worth $1.07M. The position accounts for 0.06% of the portfolio, ranked #146.

Bar Harbor Wealth Management first reported a position in LMT in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.85M in Q3 2019. 487 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Bar Harbor Wealth Management held 2,101 shares of Lockheed Martin worth $1.07M as of Q2 2026.
  • Bar Harbor Wealth Management sold 7 Lockheed Martin shares in Q2 2026, an estimated $3.78K.
  • Lockheed Martin made up 0.06% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #146 holding.
  • Bar Harbor Wealth Management first reported a position in Lockheed Martin in Q4 2013 and has held it in 51 quarters since.
  • Bar Harbor Wealth Management's Lockheed Martin position peaked at $1.85M in Q3 2019.
  • 487 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.