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Beaird Harris Wealth Management’s Lockheed Martin LMT Stock Holding History

Beaird Harris Wealth Management’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 		$72.9K Buy
143
+95
+198% +$51.4K ﹤0.01% 234
2026
Q1 		$29K Hold
48
– – ﹤0.01% 291
2025
Q4 		$23.2K Sell
48
-28
-37% -$13.4K ﹤0.01% 323
2025
Q3 		$37.9K Sell
76
-2
-3% -$907 ﹤0.01% 281
2025
Q2 		$36.1K Buy
78
+5
+7% +$2.34K ﹤0.01% 285
2025
Q1 		$32.6K Hold
73
– – ﹤0.01% 265
2024
Q4 		$35.5K Sell
73
-75
-51% -$40.9K ﹤0.01% 258
2024
Q3 		$86.5K Buy
148
+98
+196% +$52.6K 0.01% 191
2024
Q2 		$23.6K Buy
50
+28
+127% +$12.9K ﹤0.01% 287
2024
Q1 		$10K Sell
22
-5
-19% -$2.19K ﹤0.01% 329
2023
Q4 		$12.2K Buy
27
+4
+17% +$1.77K ﹤0.01% 315
2023
Q3 		$9.41K Buy
23
+5
+28% +$2.22K ﹤0.01% 275
2023
Q2 		$8.29K Hold
18
– – ﹤0.01% 281
2023
Q1 		$8.51K Sell
18
-82
-82% -$38.5K ﹤0.01% 282
2022
Q4 		$48.6K Buy
100
+82
+456% +$38.1K 0.01% 181
2022
Q3 		$7K Hold
18
– – ﹤0.01% 315
2022
Q2 		$8K Sell
18
-12
-40% -$5.27K ﹤0.01% 265
2022
Q1 		$13K Buy
30
+29
+2,900% +$11.8K ﹤0.01% 293
2021
Q4 		$0 Buy
+1
New +$346 ﹤0.01% 659

Other funds holding LMT

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Beaird Harris Wealth Management's LMT Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Lockheed Martin (LMT) stake by 198% in Q2 2026, buying an estimated $51.4K and bringing the position to 143 shares worth $72.9K. The position accounts for ﹤0.01% of the portfolio, ranked #234.

Beaird Harris Wealth Management first reported a position in LMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $86.5K in Q3 2024. 487 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Beaird Harris Wealth Management held 143 shares of Lockheed Martin worth $72.9K as of Q2 2026.
  • Beaird Harris Wealth Management bought 95 Lockheed Martin shares in Q2 2026, an estimated $51.4K.
  • Lockheed Martin made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #234 holding.
  • Beaird Harris Wealth Management first reported a position in Lockheed Martin in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Lockheed Martin position peaked at $86.5K in Q3 2024.
  • 487 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.