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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
Q2 		$3.32M Buy
6,518
+22
+0.3% +$11.9K 1.04% 23
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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Beacon Investment Advisors's LMT Position: Q2 2026 in Review

Beacon Investment Advisors increased its Lockheed Martin (LMT) stake by 0.34% in Q2 2026, buying an estimated $11.9K and bringing the position to 6,518 shares worth $3.32M. The position accounts for 1.04% of the portfolio, ranked #23.

Beacon Investment Advisors first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.93M in Q1 2026. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Beacon Investment Advisors held 6,518 shares of Lockheed Martin worth $3.32M as of Q2 2026.
  • Beacon Investment Advisors bought 22 Lockheed Martin shares in Q2 2026, an estimated $11.9K.
  • Lockheed Martin made up 1.04% of Beacon Investment Advisors's portfolio in Q2 2026, its #23 holding.
  • Beacon Investment Advisors first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
  • Beacon Investment Advisors's Lockheed Martin position peaked at $3.93M in Q1 2026.
  • 2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.