Bedel Financial Consulting’s Lockheed Martin LMT Stock Holding History

Bedel Financial Consulting’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	$269K	Buy	445 +21	+5%	+$12.9K	0.03%	241
2025 Q4	$205K	Hold	424	–	–	0.02%	280
2025 Q3	$211K	Buy	+424	New	+$192K	0.03%	272
2024 Q4	–	Sell	-411	Closed	-$240K	–	272
2024 Q3	$240K	Buy	+411	New	+$221K	0.03%	230
2022 Q2	–	Sell	-236	Closed	-$104K	–	578
2022 Q1	$104K	Sell	236 -27	-10%	-$10.9K	0.03%	276
2021 Q4	$93K	Buy	263 +27	+11%	+$9.34K	0.03%	295
2021 Q3	$81K	Hold	236	–	–	0.03%	308
2021 Q2	$89K	Buy	236 +13	+6%	+$5K	0.03%	294
2021 Q1	$82K	Hold	223	–	–	0.03%	294
2020 Q4	$79K	Hold	223	–	–	0.04%	255
2020 Q3	$85K	Hold	223	–	–	0.04%	231
2020 Q2	$81K	Sell	223 -5	-2%	-$1.89K	0.04%	220
2020 Q1	$77K	Buy	228 +5	+2%	+$1.97K	0.05%	215
2019 Q4	$87K	Hold	223	–	–	0.05%	228
2019 Q3	$87K	Buy	223 +23	+12%	+$8.65K	0.05%	219
2019 Q2	$73K	Hold	200	–	–	0.04%	239
2019 Q1	$60K	Hold	200	–	–	0.04%	249
2018 Q4	$52K	Hold	200	–	–	0.04%	246
2018 Q3	$67K	Hold	200	–	–	0.04%	241
2018 Q2	$59K	Hold	200	–	–	0.04%	251
2018 Q1	$68K	Buy	+200	New	+$68.1K	0.05%	236

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

Bedel Financial Consulting's LMT Position: Q1 2026 in Review

Bedel Financial Consulting increased its Lockheed Martin (LMT) stake by 5% in Q1 2026, buying an estimated $12.9K and bringing the position to 445 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #241.

Bedel Financial Consulting first reported a position in LMT in Q1 2018 and has held it in 21 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Bedel Financial Consulting held 445 shares of Lockheed Martin worth $269K as of Q1 2026.
Bedel Financial Consulting bought 21 Lockheed Martin shares in Q1 2026, an estimated $12.9K.
Lockheed Martin made up 0.03% of Bedel Financial Consulting's portfolio in Q1 2026, its #241 holding.
Bedel Financial Consulting first reported a position in Lockheed Martin in Q1 2018 and has held it in 21 quarters since.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Bedel Financial Consulting's 13F filing for Q1 2026, filed 4 May 2026.