Bard Financial Services’s Lockheed Martin LMT Stock Holding History

Bard Financial Services’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
2025 Q3	$13.4M	Buy	26,779 +150	+0.6%	+$68.1K	1.47%	12
2025 Q2	$12.3M	Sell	26,629 -365	-1%	-$171K	1.47%	13
2025 Q1	$12.1M	Sell	26,994 -375	-1%	-$173K	1.47%	13
2024 Q4	$13.3M	Buy	27,369 +65	+0.2%	+$35.4K	1.6%	10
2024 Q3	$16M	Sell	27,304 -175	-0.6%	-$94K	1.88%	9
2024 Q2	$12.8M	Buy	27,479 +365	+1%	+$169K	1.33%	15
2024 Q1	$12.3M	Buy	27,114 +60	+0.2%	+$26.3K	1.31%	17
2023 Q4	$12.3M	Sell	27,054 -90	-0.3%	-$39.9K	1.37%	11
2023 Q3	$11.1M	Buy	27,144 +600	+2%	+$266K	1.37%	15
2023 Q2	$12.2M	Sell	26,544 -350	-1%	-$162K	0.93%	21
2023 Q1	$12.7M	Sell	26,894 -150	-0.6%	-$70.3K	1.02%	20
2022 Q4	$13.2M	Sell	27,044 -180	-0.7%	-$83.6K	1.12%	21
2022 Q3	$10.5M	Buy	27,224 +625	+2%	+$261K	0.99%	22
2022 Q2	$11.4M	Buy	26,599 +175	+0.7%	+$76.8K	1.04%	22
2022 Q1	$11.7M	Buy	26,424 +179	+0.7%	+$72.6K	0.95%	24
2021 Q4	$9.33M	Sell	26,245 -421	-2%	-$146K	0.75%	34
2021 Q3	$9.2M	Buy	26,666 +579	+2%	+$210K	0.81%	32
2021 Q2	$9.87M	Buy	26,087 +914	+4%	+$351K	0.88%	28
2021 Q1	$9.3M	Buy	25,173 +1,563	+7%	+$536K	0.9%	28
2020 Q4	$8.38M	Buy	+23,610	New	+$8.68M	0.84%	30

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return