BFS
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Bare Financial Services’s Lockheed Martin LMT Stock Holding History

Bare 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
2026
Q1 		$12.1K Buy
20
+4
+25% +$2.46K ﹤0.01% 267
2025
Q4 		$7.74K Hold
16
– – ﹤0.01% 346
2025
Q3 		$7.99K Hold
16
– – ﹤0.01% 310
2025
Q2 		$7.41K Buy
16
+15
+1,500% +$7.02K ﹤0.01% 278
2025
Q1 		$447 Buy
+1
New +$460 ﹤0.01% 869

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bare Financial Services's LMT Position: Q1 2026 in Review

Bare Financial Services increased its Lockheed Martin (LMT) stake by 25% in Q1 2026, buying an estimated $2.46K and bringing the position to 20 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Bare Financial Services first reported a position in LMT in Q1 2025 and has held it in 5 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Bare Financial Services held 20 shares of Lockheed Martin worth $12.1K as of Q1 2026.
  • Bare Financial Services bought 4 Lockheed Martin shares in Q1 2026, an estimated $2.46K.
  • Lockheed Martin made up ﹤0.01% of Bare Financial Services's portfolio in Q1 2026, its #267 holding.
  • Bare Financial Services first reported a position in Lockheed Martin in Q1 2025 and has held it in 5 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.