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Basecamp Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Basecamp Wealth 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 		$139K Buy
272
+1
+0.4% +$541 0.03% 328
2026
Q1 		$164K Buy
271
+24
+10% +$14.8K 0.03% 292
2025
Q4 		$119K Buy
+247
New +$118K 0.03% 344

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Basecamp Wealth Advisors's LMT Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Lockheed Martin (LMT) stake by 0.37% in Q2 2026, buying an estimated $541 and bringing the position to 272 shares worth $139K. The position accounts for 0.03% of the portfolio, ranked #328.

Basecamp Wealth Advisors first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $164K in Q1 2026. 2,756 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Basecamp Wealth Advisors held 272 shares of Lockheed Martin worth $139K as of Q2 2026.
  • Basecamp Wealth Advisors bought 1 Lockheed Martin share in Q2 2026, an estimated $541.
  • Lockheed Martin made up 0.03% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #328 holding.
  • Basecamp Wealth Advisors first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Lockheed Martin position peaked at $164K in Q1 2026.
  • 2,756 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.