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 Q2	$227K	Hold	445	–	–	0.02%	287
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 $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Bedel Financial Consulting's LMT Position: Q2 2026 in Review

Bedel Financial Consulting held its Lockheed Martin (LMT) position steady in Q2 2026 at 445 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #287.

Bedel Financial Consulting first reported a position in LMT in Q1 2018 and has held it in 22 quarters since. The position peaked at $269K in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Bedel Financial Consulting held 445 shares of Lockheed Martin worth $227K as of Q2 2026.
Bedel Financial Consulting left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 0.02% of Bedel Financial Consulting's portfolio in Q2 2026, its #287 holding.
Bedel Financial Consulting first reported a position in Lockheed Martin in Q1 2018 and has held it in 22 quarters since.
Bedel Financial Consulting's Lockheed Martin position peaked at $269K in Q1 2026.
2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.