Beaumont Financial Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $483K | Sell |
948
-616
| -39% | -$333K | 0.03% | 251 |
|
|
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
Beaumont Financial Advisors's LMT Position: Q2 2026 in Review
Beaumont Financial Advisors reduced its Lockheed Martin (LMT) stake by 39% in Q2 2026, selling an estimated $333K and leaving 948 shares worth $483K. The position accounts for 0.03% of the portfolio, ranked #251.
Beaumont Financial Advisors first reported a position in LMT in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.09M in Q3 2020. 2,785 funds tracked by Wall St. Rank hold LMT as of Q2 2026.
- Beaumont Financial Advisors held 948 shares of Lockheed Martin worth $483K as of Q2 2026.
- Beaumont Financial Advisors sold 616 Lockheed Martin shares in Q2 2026, an estimated $333K.
- Lockheed Martin made up 0.03% of Beaumont Financial Advisors's portfolio in Q2 2026, its #251 holding.
- Beaumont Financial Advisors first reported a position in Lockheed Martin in Q3 2018 and has held it in 32 quarters since.
- Beaumont Financial Advisors's Lockheed Martin position peaked at $1.09M in Q3 2020.
- 2,785 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.
Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.