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Beaumont Asset Management’s Lockheed Martin LMT Stock Holding History

Beaumont Asset 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 		$1.56M Buy
3,067
+107
+4% +$57.8K 0.61% 33
2026
Q1 		$1.79M Buy
2,960
+80
+3% +$49.3K 0.81% 26
2025
Q4 		$1.39M Sell
2,880
-35
-1% -$16.8K 0.7% 31
2025
Q3 		$1.46M Sell
2,915
-32
-1% -$14.5K 0.73% 29
2025
Q2 		$1.36M Buy
2,947
+6
+0.2% +$2.81K 0.73% 28
2025
Q1 		$1.31M Buy
2,941
+85
+3% +$39.1K 0.79% 24
2024
Q4 		$1.39M Sell
2,856
-108
-4% -$58.9K 0.8% 24
2024
Q3 		$1.73M Buy
2,964
+51
+2% +$27.4K 1.01% 21
2024
Q2 		$1.36M Buy
2,913
+11
+0.4% +$5.08K 0.87% 22
2024
Q1 		$1.32M Buy
2,902
+94
+3% +$41.2K 0.88% 21
2023
Q4 		$1.27M Buy
2,808
+124
+5% +$54.9K 0.9% 24
2023
Q3 		$1.1M Buy
2,684
+94
+4% +$41.7K 0.9% 22
2023
Q2 		$1.19M Sell
2,590
-4
-0.2% -$1.86K 0.9% 25
2023
Q1 		$1.23M Sell
2,594
-163
-6% -$76.4K 0.9% 24
2022
Q4 		$1.34M Buy
2,757
+27
+1% +$12.5K 0.98% 24
2022
Q3 		$1.05M Buy
2,730
+90
+3% +$37.6K 0.84% 27
2022
Q2 		$1.14M Buy
2,640
+13
+0.5% +$5.71K 0.86% 26
2022
Q1 		$1.16M Buy
2,627
+96
+4% +$38.9K 0.78% 30
2021
Q4 		$899K Buy
2,531
+9
+0.4% +$3.11K 0.6% 30
2021
Q3 		$870K Buy
2,522
+35
+1% +$12.7K 0.65% 28
2021
Q2 		$940K Buy
2,487
+25
+1% +$9.61K 0.72% 25
2021
Q1 		$909K Buy
2,462
+1,235
+101% +$424K 0.76% 25
2020
Q4 		$435K Buy
+1,227
New +$451K 0.39% 41

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
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
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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Beaumont Asset Management's LMT Position: Q2 2026 in Review

Beaumont Asset Management increased its Lockheed Martin (LMT) stake by 3.6% in Q2 2026, buying an estimated $57.8K and bringing the position to 3,067 shares worth $1.56M. The position accounts for 0.61% of the portfolio, ranked #33.

Beaumont Asset Management first reported a position in LMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.79M in Q1 2026. 779 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Beaumont Asset Management held 3,067 shares of Lockheed Martin worth $1.56M as of Q2 2026.
  • Beaumont Asset Management bought 107 Lockheed Martin shares in Q2 2026, an estimated $57.8K.
  • Lockheed Martin made up 0.61% of Beaumont Asset Management's portfolio in Q2 2026, its #33 holding.
  • Beaumont Asset Management first reported a position in Lockheed Martin in Q4 2020 and has held it in 23 quarters since.
  • Beaumont Asset Management's Lockheed Martin position peaked at $1.79M in Q1 2026.
  • 779 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Beaumont Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.