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 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 $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's LMT Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors reduced its Lockheed Martin (LMT) stake by 2.1% in Q1 2026, selling an estimated $7.39K and leaving 563 shares worth $341K. The position accounts for 0.05% of the portfolio, ranked #97.

Baron Silver Stevens Financial Advisors first reported a position in LMT in Q4 2020 and has held it in 12 quarters since. The position peaked at $343K in Q3 2024. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Baron Silver Stevens Financial Advisors held 563 shares of Lockheed Martin worth $341K as of Q1 2026.
Baron Silver Stevens Financial Advisors sold 12 Lockheed Martin shares in Q1 2026, an estimated $7.39K.
Lockheed Martin made up 0.05% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #97 holding.
Baron Silver Stevens Financial Advisors first reported a position in Lockheed Martin in Q4 2020 and has held it in 12 quarters since.
Baron Silver Stevens Financial Advisors's Lockheed Martin position peaked at $343K in Q3 2024.
2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.