BFA
LMT icon

Beaumont Financial Advisors’s Lockheed Martin LMT Stock Holding History

Beaumont Financial Advisors’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 		$945K Buy
1,564
+163
+12% +$100K 0.07% 170
2025
Q4 		$678K Sell
1,401
-536
-28% -$257K 0.04% 202
2025
Q3 		$967K Sell
1,937
-199
-9% -$90.3K 0.06% 163
2025
Q2 		$989K Buy
2,136
+26
+1% +$12.2K 0.07% 151
2025
Q1 		$942K Buy
2,110
+335
+19% +$154K 0.07% 157
2024
Q4 		$863K Buy
1,775
+11
+0.6% +$6K 0.06% 166
2024
Q3 		$1.03M Sell
1,764
-68
-4% -$36.5K 0.08% 142
2024
Q2 		$856K Buy
1,832
+387
+27% +$179K 0.07% 163
2024
Q1 		$657K Buy
1,445
+84
+6% +$36.8K 0.05% 179
2023
Q4 		$617K Buy
1,361
+255
+23% +$113K 0.06% 176
2023
Q3 		$452K Sell
1,106
-48
-4% -$21.3K 0.05% 189
2023
Q2 		$531K Buy
1,154
+82
+8% +$38.1K 0.05% 183
2023
Q1 		$507K Buy
1,072
+19
+2% +$8.91K 0.05% 171
2022
Q4 		$512K Buy
1,053
+24
+2% +$11.2K 0.05% 174
2022
Q3 		$397K Sell
1,029
-23
-2% -$9.6K 0.04% 199
2022
Q2 		$452K Buy
1,052
+17
+2% +$7.46K 0.04% 188
2022
Q1 		$457K Sell
1,035
-391
-27% -$159K 0.03% 222
2021
Q4 		$507K Sell
1,426
-1,273
-47% -$440K 0.04% 208
2021
Q3 		$931K Sell
2,699
-115
-4% -$41.6K 0.07% 145
2021
Q2 		$1.06M Sell
2,814
-47
-2% -$18.1K 0.08% 134
2021
Q1 		$1.06M Sell
2,861
-9
-0.3% -$3.09K 0.09% 136
2020
Q4 		$1.02M Buy
2,870
+36
+1% +$13.2K 0.09% 136
2020
Q3 		$1.09M Buy
2,834
+1,369
+93% +$522K 0.1% 137
2020
Q2 		$535K Sell
1,465
-68
-4% -$25.7K 0.06% 176
2020
Q1 		$520K Sell
1,533
-240
-14% -$94.4K 0.07% 136
2019
Q4 		$690K Buy
1,773
+87
+5% +$33.4K 0.07% 154
2019
Q3 		$658K Buy
1,686
+547
+48% +$206K 0.07% 153
2019
Q2 		$414K Buy
1,139
+163
+17% +$54.5K 0.04% 166
2019
Q1 		$293K Hold
976
– – 0.03% 190
2018
Q4 		$256K Sell
976
-12
-1% -$3.64K 0.04% 170
2018
Q3 		$342K Buy
+988
New +$319K 0.03% 172

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beaumont Financial Advisors's LMT Position: Q1 2026 in Review

Beaumont Financial Advisors increased its Lockheed Martin (LMT) stake by 12% in Q1 2026, buying an estimated $100K and bringing the position to 1,564 shares worth $945K. The position accounts for 0.07% of the portfolio, ranked #170.

Beaumont Financial Advisors first reported a position in LMT in Q3 2018 and has held it in 31 quarters since. The position peaked at $1.09M in Q3 2020. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Beaumont Financial Advisors held 1,564 shares of Lockheed Martin worth $945K as of Q1 2026.
  • Beaumont Financial Advisors bought 163 Lockheed Martin shares in Q1 2026, an estimated $100K.
  • Lockheed Martin made up 0.07% of Beaumont Financial Advisors's portfolio in Q1 2026, its #170 holding.
  • Beaumont Financial Advisors first reported a position in Lockheed Martin in Q3 2018 and has held it in 31 quarters since.
  • Beaumont Financial Advisors's Lockheed Martin position peaked at $1.09M in Q3 2020.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.