Baron Silver Stevens Financial Advisors’s Lockheed Martin LMT Stock Holding History

Baron Silver Stevens Financial Advisors’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	$287K	Hold	563	–	–	0.04%	122
2026 Q1	$341K	Sell	563 -12	-2%	-$7.39K	0.05%	97
2025 Q4	$278K	Buy	575 +100	+21%	+$47.9K	0.04%	107
2025 Q3	$237K	Sell	475 -50	-10%	-$22.7K	0.03%	129
2025 Q2	$243K	Sell	525 -33	-6%	-$15.4K	0.04%	122
2025 Q1	$249K	Sell	558 -70	-11%	-$32.2K	0.04%	103
2024 Q4	$305K	Buy	628 +40	+7%	+$21.8K	0.05%	92
2024 Q3	$343K	Hold	588	–	–	0.06%	84
2024 Q2	$274K	Hold	588	–	–	0.05%	94
2024 Q1	$267K	Sell	588 -22	-4%	-$9.64K	0.05%	103
2023 Q4	$276K	Buy	610 +100	+20%	+$44.3K	0.06%	89
2023 Q3	$208K	Buy	+510	New	+$226K	0.05%	106
2021 Q1	–	Sell	-272	Closed	-$96K	–	279
2020 Q4	$96K	Buy	+272	New	+$100K	0.03%	96

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Baron Silver Stevens Financial Advisors's LMT Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors held its Lockheed Martin (LMT) position steady in Q2 2026 at 563 shares worth $287K. The position accounts for 0.04% of the portfolio, ranked #122.

Baron Silver Stevens Financial Advisors first reported a position in LMT in Q4 2020 and has held it in 13 quarters since. The position peaked at $343K in Q3 2024. 2,784 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Baron Silver Stevens Financial Advisors held 563 shares of Lockheed Martin worth $287K as of Q2 2026.
Baron Silver Stevens Financial Advisors left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 0.04% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #122 holding.
Baron Silver Stevens Financial Advisors first reported a position in Lockheed Martin in Q4 2020 and has held it in 13 quarters since.
Baron Silver Stevens Financial Advisors's Lockheed Martin position peaked at $343K in Q3 2024.
2,784 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.