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Bell Investment Advisors’s Lockheed Martin LMT Stock Holding History

Bell Investment 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 		$84K Buy
139
+16
+13% +$9.86K 0.01% 186
2025
Q4 		$59.5K Sell
123
-52
-30% -$24.9K 0.01% 236
2025
Q3 		$87.4K Sell
175
-25
-13% -$11.3K 0.01% 172
2025
Q2 		$92.6K Buy
200
+11
+6% +$5.15K 0.02% 168
2025
Q1 		$84.4K Sell
189
-46
-20% -$21.2K 0.02% 157
2024
Q4 		$114K Buy
235
+42
+22% +$22.9K 0.02% 137
2024
Q3 		$113K Buy
193
+1
+0.5% +$537 0.02% 137
2024
Q2 		$89.7K Buy
192
+11
+6% +$5.08K 0.02% 148
2024
Q1 		$82.3K Buy
181
+19
+12% +$8.33K 0.02% 154
2023
Q4 		$73.4K Sell
162
-20
-11% -$8.86K 0.02% 160
2023
Q3 		$74.4K Buy
182
+15
+9% +$6.66K 0.02% 144
2023
Q2 		$76.9K Buy
167
+7
+4% +$3.25K 0.02% 132
2023
Q1 		$75.6K Sell
160
-20
-11% -$9.38K 0.02% 129
2022
Q4 		$87.6K Buy
180
+11
+7% +$5.11K 0.02% 113
2022
Q3 		$65K Buy
169
+17
+11% +$7.1K 0.02% 108
2022
Q2 		$65K Buy
+152
New +$66.7K 0.02% 111
2021
Q4 		$39K Sell
110
-37
-25% -$12.8K 0.01% 188
2021
Q3 		$51K Buy
+147
New +$53.2K 0.02% 142

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

Bell Investment Advisors's LMT Position: Q1 2026 in Review

Bell Investment Advisors increased its Lockheed Martin (LMT) stake by 13% in Q1 2026, buying an estimated $9.86K and bringing the position to 139 shares worth $84K. The position accounts for 0.01% of the portfolio, ranked #186.

Bell Investment Advisors first reported a position in LMT in Q3 2021 and has held it in 18 quarters since. The position peaked at $114K in Q4 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Bell Investment Advisors held 139 shares of Lockheed Martin worth $84K as of Q1 2026.
  • Bell Investment Advisors bought 16 Lockheed Martin shares in Q1 2026, an estimated $9.86K.
  • Lockheed Martin made up 0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #186 holding.
  • Bell Investment Advisors first reported a position in Lockheed Martin in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's Lockheed Martin position peaked at $114K in Q4 2024.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.