BFS
LMT icon

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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bard Financial Services's LMT Position: Q3 2025 in Review

Bard Financial Services increased its Lockheed Martin (LMT) stake by 0.56% in Q3 2025, buying an estimated $68.1K and bringing the position to 26,779 shares worth $13.4M. The position accounts for 1.47% of the portfolio, ranked #12.

Bard Financial Services first reported a position in LMT in Q4 2020 and has held it in 20 quarters since. The position peaked at $16M in Q3 2024. 2,585 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • Bard Financial Services held 26,779 shares of Lockheed Martin worth $13.4M as of Q3 2025.
  • Bard Financial Services bought 150 Lockheed Martin shares in Q3 2025, an estimated $68.1K.
  • Lockheed Martin made up 1.47% of Bard Financial Services's portfolio in Q3 2025, its #12 holding.
  • Bard Financial Services first reported a position in Lockheed Martin in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Lockheed Martin position peaked at $16M in Q3 2024.
  • 2,585 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.