Beacon Financial Advisory’s Lockheed Martin LMT Stock Holding History

Beacon Financial Advisory’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	$531K	Sell	1,041 -8	-0.8%	-$4.33K	0.1%	235
2026 Q1	$634K	Buy	1,049 +41	+4%	+$25.3K	0.14%	188
2025 Q4	$488K	Sell	1,008 -27	-3%	-$12.9K	0.11%	223
2025 Q3	$517K	Buy	1,035 +11	+1%	+$4.99K	0.12%	206
2025 Q2	$474K	Buy	1,024 +46	+5%	+$21.5K	0.12%	211
2025 Q1	$437K	Sell	978 -14	-1%	-$6.44K	0.13%	186
2024 Q4	$482K	Buy	992 +16	+2%	+$8.72K	0.16%	166
2024 Q3	$570K	Sell	976 -16	-2%	-$8.59K	0.19%	142
2024 Q2	$464K	Buy	+992	New	+$458K	0.17%	153

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 Financial Advisory's LMT Position: Q2 2026 in Review

Beacon Financial Advisory reduced its Lockheed Martin (LMT) stake by 0.76% in Q2 2026, selling an estimated $4.33K and leaving 1,041 shares worth $531K. The position accounts for 0.1% of the portfolio, ranked #235.

Beacon Financial Advisory first reported a position in LMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $634K in Q1 2026. 2,783 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Beacon Financial Advisory held 1,041 shares of Lockheed Martin worth $531K as of Q2 2026.
Beacon Financial Advisory sold 8 Lockheed Martin shares in Q2 2026, an estimated $4.33K.
Lockheed Martin made up 0.1% of Beacon Financial Advisory's portfolio in Q2 2026, its #235 holding.
Beacon Financial Advisory first reported a position in Lockheed Martin in Q2 2024 and has held it in 9 quarters since.
Beacon Financial Advisory's Lockheed Martin position peaked at $634K in Q1 2026.
2,783 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.