BDPWM
LMT icon

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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 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. 898 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.
  • 898 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.