Barnes Dennig Private Wealth Management’s Lockheed Martin LMT Stock Holding History

Barnes Dennig Private 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	$33.6K	Buy	66 +3	+5%	+$1.62K	0.03%	184
2026 Q1	$38.1K	Hold	63	–	–	0.04%	161
2025 Q4	$30.5K	Buy	63 +9	+17%	+$4.31K	0.03%	178
2025 Q3	$27K	Buy	54 +40	+286%	+$18.1K	0.03%	170
2025 Q2	$6.48K	Sell	14 -6	-30%	-$2.81K	0.01%	232
2025 Q1	$8.93K	Buy	+20	New	+$9.21K	0.01%	138

Other funds holding LMT

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Barnes Dennig Private Wealth Management's LMT Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management increased its Lockheed Martin (LMT) stake by 4.8% in Q2 2026, buying an estimated $1.62K and bringing the position to 66 shares worth $33.6K. The position accounts for 0.03% of the portfolio, ranked #184.

Barnes Dennig Private Wealth Management first reported a position in LMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $38.1K in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Barnes Dennig Private Wealth Management held 66 shares of Lockheed Martin worth $33.6K as of Q2 2026.
Barnes Dennig Private Wealth Management bought 3 Lockheed Martin shares in Q2 2026, an estimated $1.62K.
Lockheed Martin made up 0.03% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #184 holding.
Barnes Dennig Private Wealth Management first reported a position in Lockheed Martin in Q1 2025 and has held it in 6 quarters since.
Barnes Dennig Private Wealth Management's Lockheed Martin position peaked at $38.1K in Q1 2026.
2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.