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Beacon Financial Strategies’s Lockheed Martin LMT Stock Holding History

Beacon Financial Strategies’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 		$35.7K Hold
70
– – 0.02% 122
2026
Q1 		$42.3K Hold
70
– – 0.02% 81
2025
Q4 		$33.9K Buy
+70
New +$33.5K 0.02% 92

Other funds holding LMT

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CF
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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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Beacon Financial Strategies's LMT Position: Q2 2026 in Review

Beacon Financial Strategies held its Lockheed Martin (LMT) position steady in Q2 2026 at 70 shares worth $35.7K. The position accounts for 0.02% of the portfolio, ranked #122.

Beacon Financial Strategies first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $42.3K in Q1 2026. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Beacon Financial Strategies held 70 shares of Lockheed Martin worth $35.7K as of Q2 2026.
  • Beacon Financial Strategies left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.02% of Beacon Financial Strategies's portfolio in Q2 2026, its #122 holding.
  • Beacon Financial Strategies first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • Beacon Financial Strategies's Lockheed Martin position peaked at $42.3K in Q1 2026.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.