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Beacon Investment Advisory Services’s Lockheed Martin LMT Stock Holding History

Beacon Investment Advisory Services’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 		$551K Sell
1,081
-92
-8% -$49.7K 0.02% 178
2026
Q1 		$709K Sell
1,173
-90
-7% -$55.4K 0.03% 159
2025
Q4 		$611K Sell
1,263
-83
-6% -$39.7K 0.02% 164
2025
Q3 		$672K Sell
1,346
-17
-1% -$7.71K 0.03% 157
2025
Q2 		$631K Sell
1,363
-170
-11% -$79.6K 0.03% 157
2025
Q1 		$685K Sell
1,533
-895
-37% -$412K 0.03% 147
2024
Q4 		$1.18M Sell
2,428
-126
-5% -$68.7K 0.05% 128
2024
Q3 		$1.49M Sell
2,554
-155
-6% -$83.2K 0.06% 128
2024
Q2 		$1.27M Sell
2,709
-262
-9% -$121K 0.05% 127
2024
Q1 		$1.35M Sell
2,971
-219
-7% -$96K 0.06% 125
2023
Q4 		$1.45M Sell
3,190
-1,362
-30% -$603K 0.07% 128
2023
Q3 		$1.86M Sell
4,552
-28
-0.6% -$12.4K 0.09% 121
2023
Q2 		$2.11M Buy
4,580
+1,499
+49% +$696K 0.1% 123
2023
Q1 		$1.46M Sell
3,081
-5
-0.2% -$2.35K 0.07% 135
2022
Q4 		$1.5M Buy
3,086
+130
+4% +$60.4K 0.08% 131
2022
Q3 		$1.14M Sell
2,956
-27
-0.9% -$11.3K 0.06% 141
2022
Q2 		$1.28M Sell
2,983
-114
-4% -$50.1K 0.07% 143
2022
Q1 		$1.37M Sell
3,097
-36
-1% -$14.6K 0.06% 144
2021
Q4 		$1.11M Sell
3,133
-7,866
-72% -$2.72M 0.04% 158
2021
Q3 		$3.8M Sell
10,999
-299
-3% -$108K 0.16% 105
2021
Q2 		$4.28M Buy
11,298
+196
+2% +$75.4K 0.17% 101
2021
Q1 		$4.1M Sell
11,102
-40
-0.4% -$13.7K 0.18% 98
2020
Q4 		$3.96M Buy
11,142
+13
+0.1% +$4.78K 0.18% 95
2020
Q3 		$4.26M Sell
11,129
-13
-0.1% -$4.96K 0.22% 84
2020
Q2 		$4.07M Buy
11,142
+125
+1% +$47.2K 0.23% 81
2020
Q1 		$3.73M Buy
11,017
+303
+3% +$119K 0.26% 80
2019
Q4 		$4.17M Buy
10,714
+677
+7% +$260K 0.22% 93
2019
Q3 		$3.92M Buy
10,037
+1,698
+20% +$639K 0.39% 66
2019
Q2 		$3.03M Buy
8,339
+6,370
+324% +$2.13M 0.32% 79
2019
Q1 		$591K Sell
1,969
-1,072
-35% -$314K 0.06% 130
2018
Q4 		$796K Buy
3,041
+91
+3% +$27.6K 0.09% 130
2018
Q3 		$1.02M Buy
2,950
+46
+2% +$14.8K 0.1% 116
2018
Q2 		$858K Buy
2,904
+104
+4% +$33.5K 0.09% 124
2018
Q1 		$946K Buy
2,800
+1,376
+97% +$468K 0.1% 118
2017
Q4 		$457K Sell
1,424
-765
-35% -$241K 0.05% 154
2017
Q3 		$679K Buy
+2,189
New +$653K 0.06% 159

Other funds holding LMT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
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

Beacon Investment Advisory Services's LMT Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Lockheed Martin (LMT) stake by 7.8% in Q2 2026, selling an estimated $49.7K and leaving 1,081 shares worth $551K. The position accounts for 0.02% of the portfolio, ranked #178.

Beacon Investment Advisory Services first reported a position in LMT in Q3 2017 and has held it in 36 quarters since. The position peaked at $4.28M in Q2 2021. 1,040 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Beacon Investment Advisory Services held 1,081 shares of Lockheed Martin worth $551K as of Q2 2026.
  • Beacon Investment Advisory Services sold 92 Lockheed Martin shares in Q2 2026, an estimated $49.7K.
  • Lockheed Martin made up 0.02% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #178 holding.
  • Beacon Investment Advisory Services first reported a position in Lockheed Martin in Q3 2017 and has held it in 36 quarters since.
  • Beacon Investment Advisory Services's Lockheed Martin position peaked at $4.28M in Q2 2021.
  • 1,040 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.