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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

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

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. 2,775 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.
  • 2,775 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.