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BBR Partners’s Lockheed Martin LMT Stock Holding History

BBR Partners’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 		$446K Hold
738
– – 0.02% 169
2025
Q4 		$357K Sell
738
-10
-1% -$4.79K 0.02% 194
2025
Q3 		$373K Buy
748
+10
+1% +$4.54K 0.02% 186
2025
Q2 		$342K Hold
738
– – 0.02% 175
2025
Q1 		$330K Sell
738
-9
-1% -$4.14K 0.02% 172
2024
Q4 		$363K Buy
747
+11
+1% +$6K 0.03% 175
2024
Q3 		$430K Sell
736
-21
-3% -$11.3K 0.03% 150
2024
Q2 		$354K Sell
757
-191
-20% -$88.3K 0.03% 144
2024
Q1 		$431K Buy
948
+216
+30% +$94.7K 0.03% 149
2023
Q4 		$332K Buy
+732
New +$324K 0.03% 133
2021
Q3 		– Sell
-535
Closed -$202K – 228
2021
Q2 		$202K Sell
535
-67
-11% -$25.8K 0.02% 184
2021
Q1 		$222K Buy
+602
New +$207K 0.02% 189
2020
Q3 		– Sell
-5,288
Closed -$1.93M – 197
2020
Q2 		$1.93M Sell
5,288
-1,715
-24% -$648K 0.24% 43
2020
Q1 		$2.37M Buy
7,003
+3
+0% +$1.18K 0.35% 35
2019
Q4 		$2.73M Buy
+7,000
New +$2.69M 0.3% 40

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

BBR Partners's LMT Position: Q1 2026 in Review

BBR Partners held its Lockheed Martin (LMT) position steady in Q1 2026 at 738 shares worth $446K. The position accounts for 0.02% of the portfolio, ranked #169.

BBR Partners first reported a position in LMT in Q4 2019 and has held it in 15 quarters since. The position peaked at $2.73M in Q4 2019. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • BBR Partners held 738 shares of Lockheed Martin worth $446K as of Q1 2026.
  • BBR Partners left its Lockheed Martin share count unchanged in Q1 2026.
  • Lockheed Martin made up 0.02% of BBR Partners's portfolio in Q1 2026, its #169 holding.
  • BBR Partners first reported a position in Lockheed Martin in Q4 2019 and has held it in 15 quarters since.
  • BBR Partners's Lockheed Martin position peaked at $2.73M in Q4 2019.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.