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Beacon Investment Advisors’s Lockheed Martin LMT Stock Holding History

Beacon Investment Advisors’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 		$3.93M Sell
6,496
-126
-2% -$77.6K 1.48% 18
2025
Q4 		$3.2M Buy
6,622
+24
+0.4% +$11.5K 1.28% 20
2025
Q3 		$3.29M Buy
6,598
+18
+0.3% +$8.17K 1.35% 20
2025
Q2 		$3.02M Buy
6,580
+15
+0.2% +$7.02K 1.3% 21
2025
Q1 		$2.93M Buy
6,565
+288
+5% +$133K 1.39% 19
2024
Q4 		$3.05M Sell
6,277
-6
-0.1% -$3.27K 1.43% 18
2024
Q3 		$3.67M Buy
6,283
+17
+0.3% +$9.13K 1.74% 12
2024
Q2 		$2.93M Buy
6,266
+681
+12% +$315K 1.5% 16
2024
Q1 		$2.54M Buy
5,585
+45
+0.8% +$19.7K 1.45% 18
2023
Q4 		$2.51M Buy
5,540
+60
+1% +$26.6K 1.6% 15
2023
Q3 		$2.24M Buy
5,480
+65
+1% +$28.8K 1.59% 14
2023
Q2 		$2.49M Buy
5,415
+65
+1% +$30.2K 1.7% 14
2023
Q1 		$2.53M Buy
5,350
+22
+0.4% +$10.3K 1.85% 11
2022
Q4 		$2.59M Buy
+5,328
New +$2.48M 2.17% 9

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 Investment Advisors's LMT Position: Q1 2026 in Review

Beacon Investment Advisors reduced its Lockheed Martin (LMT) stake by 1.9% in Q1 2026, selling an estimated $77.6K and leaving 6,496 shares worth $3.93M. The position accounts for 1.48% of the portfolio, ranked #18.

Beacon Investment Advisors first reported a position in LMT in Q4 2022 and has held it in 14 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Beacon Investment Advisors held 6,496 shares of Lockheed Martin worth $3.93M as of Q1 2026.
  • Beacon Investment Advisors sold 126 Lockheed Martin shares in Q1 2026, an estimated $77.6K.
  • Lockheed Martin made up 1.48% of Beacon Investment Advisors's portfolio in Q1 2026, its #18 holding.
  • Beacon Investment Advisors first reported a position in Lockheed Martin in Q4 2022 and has held it in 14 quarters since.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.