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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
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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Basepoint Wealth's LMT Position: Q1 2026 in Review

Basepoint Wealth reduced its Lockheed Martin (LMT) stake by 2.8% in Q1 2026, selling an estimated $9.24K and leaving 530 shares worth $320K. The position accounts for 0.18% of the portfolio, ranked #77.

Basepoint Wealth first reported a position in LMT in Q2 2025 and has held it in 4 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Basepoint Wealth held 530 shares of Lockheed Martin worth $320K as of Q1 2026.
  • Basepoint Wealth sold 15 Lockheed Martin shares in Q1 2026, an estimated $9.24K.
  • Lockheed Martin made up 0.18% of Basepoint Wealth's portfolio in Q1 2026, its #77 holding.
  • Basepoint Wealth first reported a position in Lockheed Martin in Q2 2025 and has held it in 4 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.