BW
LMT icon

Basepoint Wealth’s Lockheed Martin LMT Stock Holding History

Basepoint Wealth’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 		$271K Buy
533
+3
+0.6% +$1.62K 0.16% 85
2026
Q1 		$320K Sell
530
-15
-3% -$9.24K 0.18% 77
2025
Q4 		$264K Sell
545
-68
-11% -$32.5K 0.16% 79
2025
Q3 		$306K Sell
613
-5
-0.8% -$2.27K 0.22% 77
2025
Q2 		$286K Buy
+618
New +$289K 0.22% 78

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

Basepoint Wealth's LMT Position: Q2 2026 in Review

Basepoint Wealth increased its Lockheed Martin (LMT) stake by 0.57% in Q2 2026, buying an estimated $1.62K and bringing the position to 533 shares worth $271K. The position accounts for 0.16% of the portfolio, ranked #85.

Basepoint Wealth first reported a position in LMT in Q2 2025 and has held it in 5 quarters since. The position peaked at $320K in Q1 2026. 2,779 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Basepoint Wealth held 533 shares of Lockheed Martin worth $271K as of Q2 2026.
  • Basepoint Wealth bought 3 Lockheed Martin shares in Q2 2026, an estimated $1.62K.
  • Lockheed Martin made up 0.16% of Basepoint Wealth's portfolio in Q2 2026, its #85 holding.
  • Basepoint Wealth first reported a position in Lockheed Martin in Q2 2025 and has held it in 5 quarters since.
  • Basepoint Wealth's Lockheed Martin position peaked at $320K in Q1 2026.
  • 2,779 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.