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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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BCS Wealth Management's LMT Position: Q2 2026 in Review

BCS Wealth Management reduced its Lockheed Martin (LMT) stake by 2% in Q2 2026, selling an estimated $15.1K and leaving 1,357 shares worth $691K. The position accounts for 0.12% of the portfolio, ranked #141.

BCS Wealth Management first reported a position in LMT in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.34M in Q4 2025. 1,052 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • BCS Wealth Management held 1,357 shares of Lockheed Martin worth $691K as of Q2 2026.
  • BCS Wealth Management sold 28 Lockheed Martin shares in Q2 2026, an estimated $15.1K.
  • Lockheed Martin made up 0.12% of BCS Wealth Management's portfolio in Q2 2026, its #141 holding.
  • BCS Wealth Management first reported a position in Lockheed Martin in Q3 2023 and has held it in 10 quarters since.
  • BCS Wealth Management's Lockheed Martin position peaked at $1.34M in Q4 2025.
  • 1,052 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.