Beacon Bridge Wealth Partners’s Lockheed Martin LMT Stock Holding History

Beacon Bridge Wealth 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 Q2	$587K	Hold	1,152	–	–	0.17%	74
2026 Q1	$696K	Sell	1,152 -1,000	-46%	-$616K	0.23%	64
2025 Q4	$1.04M	Sell	2,152 -909	-30%	-$435K	0.35%	57
2025 Q3	$1.53M	Sell	3,061 -206	-6%	-$93.5K	0.54%	43
2025 Q2	$1.51M	Buy	3,267 +13	+0.4%	+$6.08K	0.6%	39
2025 Q1	$1.45M	Buy	3,254 +1,448	+80%	+$667K	0.62%	42
2024 Q4	$878K	Buy	+1,806	New	+$984K	0.37%	51

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Beacon Bridge Wealth Partners's LMT Position: Q2 2026 in Review

Beacon Bridge Wealth Partners held its Lockheed Martin (LMT) position steady in Q2 2026 at 1,152 shares worth $587K. The position accounts for 0.17% of the portfolio, ranked #74.

Beacon Bridge Wealth Partners first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.53M in Q3 2025. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Beacon Bridge Wealth Partners held 1,152 shares of Lockheed Martin worth $587K as of Q2 2026.
Beacon Bridge Wealth Partners left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 0.17% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #74 holding.
Beacon Bridge Wealth Partners first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
Beacon Bridge Wealth Partners's Lockheed Martin position peaked at $1.53M in Q3 2025.
2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.