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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
Q2 		$17.3K Buy
34
+14
+70% +$7.57K ﹤0.01% 337
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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Bare Financial Services's LMT Position: Q2 2026 in Review

Bare Financial Services increased its Lockheed Martin (LMT) stake by 70% in Q2 2026, buying an estimated $7.57K and bringing the position to 34 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Bare Financial Services first reported a position in LMT in Q1 2025 and has held it in 6 quarters since. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Bare Financial Services held 34 shares of Lockheed Martin worth $17.3K as of Q2 2026.
  • Bare Financial Services bought 14 Lockheed Martin shares in Q2 2026, an estimated $7.57K.
  • Lockheed Martin made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #337 holding.
  • Bare Financial Services first reported a position in Lockheed Martin in Q1 2025 and has held it in 6 quarters since.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.