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BCWM LLC’s Lockheed Martin LMT Stock Holding History

BCWM LLC’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 		$8.5M Sell
14,070
-9,188
-40% -$5.66M 2.41% 19
2025
Q4 		$11.2M Buy
23,258
+317
+1% +$152K 3.37% 6
2025
Q3 		$11.5M Buy
22,941
+2,518
+12% +$1.14M 3.43% 8
2025
Q2 		$9.46M Buy
20,423
+1,478
+8% +$692K 3% 13
2025
Q1 		$8.46M Buy
18,945
+1,603
+9% +$738K 2.94% 12
2024
Q4 		$8.43M Buy
+17,342
New +$9.45M 3% 11
2024
Q2 		$9.03M Sell
19,341
-72
-0.4% -$33.3K 3.25% 8
2024
Q1 		$8.83M Buy
19,413
+2,666
+16% +$1.17M 3.04% 9
2023
Q4 		$7.59M Buy
16,747
+42
+0.3% +$18.6K 2.57% 15
2023
Q3 		$6.83M Buy
16,705
+16
+0.1% +$7.1K 2.5% 14
2023
Q2 		$7.68M Buy
16,689
+13
+0.1% +$6.03K 2.53% 18
2023
Q1 		$7.88M Buy
16,676
+762
+5% +$357K 2.5% 18
2022
Q4 		$7.74M Sell
15,914
-4,460
-22% -$2.07M 2.55% 12
2022
Q3 		$7.87M Buy
20,374
+60
+0.3% +$25.1K 2.86% 9
2022
Q2 		$8.73M Sell
20,314
-284
-1% -$125K 2.98% 7
2022
Q1 		$9.09M Sell
20,598
-4,064
-16% -$1.65M 2.71% 12
2021
Q4 		$8.77M Sell
24,662
-552
-2% -$191K 2.58% 13
2021
Q3 		$8.7M Buy
25,214
+3,859
+18% +$1.4M 2.6% 14
2021
Q2 		$8.08M Sell
21,355
-3,042
-12% -$1.17M 2.39% 17
2021
Q1 		$9.01M Buy
24,397
+5,375
+28% +$1.84M 2.66% 12
2020
Q4 		$6.75M Buy
19,022
+849
+5% +$312K 2.01% 21
2020
Q3 		$6.96M Buy
18,173
+116
+0.6% +$44.3K 2.37% 20
2020
Q2 		$6.59M Buy
18,057
+5,193
+40% +$1.96M 2.36% 18
2020
Q1 		$4.36M Sell
12,864
-1,682
-12% -$662K 1.82% 20
2019
Q4 		$5.66M Buy
14,546
+6
+0% +$2.3K 2.03% 16
2019
Q3 		$5.67M Sell
14,540
-231
-2% -$86.9K 2.29% 9
2019
Q2 		$5.37M Sell
14,771
-1
-0% -$335 2.15% 8
2019
Q1 		$4.43M Buy
14,772
+481
+3% +$141K 1.99% 19
2018
Q4 		$37.4M Sell
14,291
-373
-3% -$113K 1.78% 19
2018
Q3 		$5.06M Buy
14,664
+148
+1% +$47.8K 2.11% 12
2018
Q2 		$4.29M Buy
14,516
+462
+3% +$149K 1.88% 18
2018
Q1 		$4.75M Sell
14,054
-1,858
-12% -$632K 2.02% 11
2017
Q4 		$5.11M Sell
15,912
-6
-0% -$1.89K 2.09% 13
2017
Q3 		$4.94M Buy
15,918
+17
+0.1% +$5.07K 2.07% 12
2017
Q2 		$4.41M Buy
15,901
+1,505
+10% +$413K 1.96% 14
2017
Q1 		$3.85M Sell
14,396
-168
-1% -$44K 1.73% 21
2016
Q4 		$3.64M Sell
14,564
-17
-0.1% -$4.25K 1.69% 24
2016
Q3 		$3.5M Sell
14,581
-1,080
-7% -$270K 1.63% 30
2016
Q2 		$3.89M Buy
15,661
+4,320
+38% +$1.02M 1.87% 19
2016
Q1 		$2.51M Buy
+11,341
New +$2.44M 1.4% 36

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

BCWM LLC's LMT Position: Q1 2026 in Review

BCWM LLC reduced its Lockheed Martin (LMT) stake by 40% in Q1 2026, selling an estimated $5.66M and leaving 14,070 shares worth $8.5M. The position accounts for 2.41% of the portfolio, ranked #19.

BCWM LLC first reported a position in LMT in Q1 2016 and has held it in 40 quarters since. The position peaked at $37.4M in Q4 2018. 2,912 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • BCWM LLC held 14,070 shares of Lockheed Martin worth $8.5M as of Q1 2026.
  • BCWM LLC sold 9,188 Lockheed Martin shares in Q1 2026, an estimated $5.66M.
  • Lockheed Martin made up 2.41% of BCWM LLC's portfolio in Q1 2026, its #19 holding.
  • BCWM LLC first reported a position in Lockheed Martin in Q1 2016 and has held it in 40 quarters since.
  • BCWM LLC's Lockheed Martin position peaked at $37.4M in Q4 2018.
  • 2,912 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on BCWM LLC's 13F filing for Q1 2026, filed 14 May 2026.