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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
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
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

Beacon Financial Advisory's LMT Position: Q1 2026 in Review

Beacon Financial Advisory increased its Lockheed Martin (LMT) stake by 4.1% in Q1 2026, buying an estimated $25.3K and bringing the position to 1,049 shares worth $634K. The position accounts for 0.14% of the portfolio, ranked #188.

Beacon Financial Advisory first reported a position in LMT in Q2 2024 and has held it in 8 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Beacon Financial Advisory held 1,049 shares of Lockheed Martin worth $634K as of Q1 2026.
  • Beacon Financial Advisory bought 41 Lockheed Martin shares in Q1 2026, an estimated $25.3K.
  • Lockheed Martin made up 0.14% of Beacon Financial Advisory's portfolio in Q1 2026, its #188 holding.
  • Beacon Financial Advisory first reported a position in Lockheed Martin in Q2 2024 and has held it in 8 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.