BCS Wealth Management’s Lockheed Martin LMT Stock Holding History

BCS Wealth Management’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 Q3	$701K	Buy	1,376 +19	+1%	+$10.4K	0.12%	138
2026 Q2	$691K	Sell	1,357 -28	-2%	-$15.1K	0.12%	141
2026 Q1	$837K	Sell	1,385 -1,385	-50%	-$853K	0.17%	115
2025 Q4	$1.34M	Buy	2,770 +1,413	+104%	+$676K	0.14%	129
2025 Q3	$677K	Sell	1,357 -45	-3%	-$20.4K	0.15%	124
2025 Q2	$649K	Buy	1,402 +45	+3%	+$21.1K	0.14%	135
2025 Q1	$606K	Sell	1,357 -1	-0.1%	-$460	0.16%	125
2024 Q4	$660K	Buy	+1,358	New	+$740K	0.16%	117
2024 Q2	–	Sell	-1,358	Closed	-$618K	–	189
2024 Q1	$618K	Hold	1,358	–	–	0.2%	109
2023 Q4	$615K	Hold	1,358	–	–	0.23%	100
2023 Q3	$555K	Buy	+1,358	New	+$602K	0.23%	96

Other funds holding LMT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

BCS Wealth Management's LMT Position: Q3 2026 in Review

BCS Wealth Management increased its Lockheed Martin (LMT) stake by 1.4% in Q3 2026, buying an estimated $10.4K and bringing the position to 1,376 shares worth $701K. The position accounts for 0.12% of the portfolio, ranked #138.

BCS Wealth Management first reported a position in LMT in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.34M in Q4 2025. 1,759 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

BCS Wealth Management held 1,376 shares of Lockheed Martin worth $701K as of Q3 2026.
BCS Wealth Management bought 19 Lockheed Martin shares in Q3 2026, an estimated $10.4K.
Lockheed Martin made up 0.12% of BCS Wealth Management's portfolio in Q3 2026, its #138 holding.
BCS Wealth Management first reported a position in Lockheed Martin in Q3 2023 and has held it in 11 quarters since.
BCS Wealth Management's Lockheed Martin position peaked at $1.34M in Q4 2025.
1,759 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on BCS Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.