Beaton Management Company’s Lockheed Martin LMT Stock Holding History

Beaton Management Company’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	$1.91M	Sell	3,153 -5	-0.2%	-$3.08K	0.85%	37
2025 Q4	$1.53M	Hold	3,158	–	–	0.67%	44
2025 Q3	$1.58M	Sell	3,158 -49	-2%	-$22.2K	0.72%	42
2025 Q2	$1.49M	Hold	3,207	–	–	0.73%	43
2025 Q1	$1.43M	Hold	3,207	–	–	0.74%	43
2024 Q4	$1.56M	Hold	3,207	–	–	0.79%	40
2024 Q3	$1.88M	Hold	3,207	–	–	0.95%	32
2024 Q2	$1.5M	Buy	3,207 +3	+0.1%	+$1.39K	0.81%	35
2024 Q1	$1.46M	Sell	3,204 -45	-1%	-$19.7K	0.79%	37
2023 Q4	$1.47M	Hold	3,249	–	–	0.88%	36
2023 Q3	$1.33M	Buy	3,249 +6	+0.2%	+$2.66K	0.86%	36
2023 Q2	$1.49M	Sell	3,243 -4	-0.1%	-$1.86K	0.94%	32
2023 Q1	$1.53M	Hold	3,247	–	–	1.04%	32
2022 Q4	$1.58M	Hold	3,247	–	–	1.06%	31
2022 Q3	$1.25M	Hold	3,247	–	–	0.95%	34
2022 Q2	$1.4M	Hold	3,247	–	–	0.99%	34
2022 Q1	$1.43M	Hold	3,247	–	–	0.88%	39
2021 Q4	$1.15M	Hold	3,247	–	–	0.69%	45
2021 Q3	$1.12M	Hold	3,247	–	–	0.74%	43
2021 Q2	$1.23M	Hold	3,247	–	–	0.78%	44
2021 Q1	$1.2M	Hold	3,247	–	–	0.83%	42
2020 Q4	$1.15M	Hold	3,247	–	–	0.85%	39
2020 Q3	$1.25M	Hold	3,247	–	–	1.03%	34
2020 Q2	$1.19M	Hold	3,247	–	–	1.06%	34
2020 Q1	$1.1M	Hold	3,247	–	–	1.1%	33
2019 Q4	$1.26M	Hold	3,247	–	–	0.99%	35
2019 Q3	$1.27M	Sell	3,247 -50	-2%	-$18.8K	1.03%	32
2019 Q2	$1.2M	Hold	3,297	–	–	0.99%	30
2019 Q1	$990K	Hold	3,297	–	–	0.86%	40
2018 Q4	$863K	Hold	3,297	–	–	0.85%	41
2018 Q3	$1.14M	Hold	3,297	–	–	0.94%	35
2018 Q2	$974K	Hold	3,297	–	–	0.87%	39
2018 Q1	$1.11M	Hold	3,297	–	–	1.03%	32
2017 Q4	$1.06M	Hold	3,297	–	–	0.96%	33
2017 Q3	$1.02M	Hold	3,297	–	–	0.96%	30
2017 Q2	$924K	Buy	+3,297	New	+$906K	0.92%	31

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beaton Management Company's LMT Position: Q1 2026 in Review

Beaton Management Company reduced its Lockheed Martin (LMT) stake by 0.16% in Q1 2026, selling an estimated $3.08K and leaving 3,153 shares worth $1.91M. The position accounts for 0.85% of the portfolio, ranked #37.

Beaton Management Company first reported a position in LMT in Q2 2017 and has held it in 36 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Beaton Management Company held 3,153 shares of Lockheed Martin worth $1.91M as of Q1 2026.
Beaton Management Company sold 5 Lockheed Martin shares in Q1 2026, an estimated $3.08K.
Lockheed Martin made up 0.85% of Beaton Management Company's portfolio in Q1 2026, its #37 holding.
Beaton Management Company first reported a position in Lockheed Martin in Q2 2017 and has held it in 36 quarters since.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Beaton Management Company's 13F filing for Q1 2026, filed 12 May 2026.