Bellevue Asset Management’s Lockheed Martin LMT Stock Holding History

Bellevue Asset Management’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	$80.1K	Sell	157 -2	-1%	-$1.08K	0.04%	129
2026 Q1	$96.3K	Buy	159 +1	+0.6%	+$616	0.05%	112
2025 Q4	$76.8K	Buy	158 +1	+0.6%	+$479	0.02%	121
2025 Q3	$78.8K	Hold	157	–	–	0.04%	121
2025 Q2	$72.8K	Buy	157 +6	+4%	+$2.81K	0.04%	125
2025 Q1	$67.6K	Buy	151 +1	+0.7%	+$460	0.04%	126
2024 Q4	$73.1K	Buy	150 +11	+8%	+$6K	0.04%	124
2024 Q3	$81.7K	Buy	139 +1	+0.7%	+$537	0.04%	115
2024 Q2	$64.7K	Hold	138	–	–	0.04%	124
2024 Q1	$62.7K	Buy	138 +1	+0.7%	+$438	0.04%	127
2023 Q4	$62.2K	Hold	137	–	–	0.05%	127
2023 Q3	$56.1K	Buy	137 +1	+0.7%	+$444	0.04%	129
2023 Q2	$62.9K	Buy	136 +1	+0.7%	+$464	0.04%	126
2023 Q1	$64.2K	Sell	135 -80	-37%	-$37.5K	0.04%	123
2022 Q4	$104K	Hold	215	–	–	0.08%	88
2022 Q3	$85K	Buy	215 +1	+0.5%	+$418	0.07%	105
2022 Q2	$92K	Buy	214 +1	+0.5%	+$439	0.07%	104
2022 Q1	$95K	Buy	213 +1	+0.5%	+$405	0.06%	113
2021 Q4	$76K	Hold	212	–	–	0.04%	137
2021 Q3	$74K	Buy	212 +92	+77%	+$33.3K	0.05%	146
2021 Q2	$45K	Buy	120 +10	+9%	+$3.85K	0.03%	184
2021 Q1	$41K	Hold	110	–	–	0.03%	202
2020 Q4	$37K	Hold	110	–	–	0.02%	206
2020 Q3	$42K	Hold	110	–	–	0.03%	175
2020 Q2	$48K	Hold	110	–	–	0.05%	158
2020 Q1	$42K	Hold	110	–	–	0.04%	181
2019 Q4	$43K	Buy	+110	New	+$42.2K	0.03%	167

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bellevue Asset Management's LMT Position: Q2 2026 in Review

Bellevue Asset Management reduced its Lockheed Martin (LMT) stake by 1.3% in Q2 2026, selling an estimated $1.08K and leaving 157 shares worth $80.1K. The position accounts for 0.04% of the portfolio, ranked #129.

Bellevue Asset Management first reported a position in LMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $104K in Q4 2022. 2,771 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Bellevue Asset Management held 157 shares of Lockheed Martin worth $80.1K as of Q2 2026.
Bellevue Asset Management sold 2 Lockheed Martin shares in Q2 2026, an estimated $1.08K.
Lockheed Martin made up 0.04% of Bellevue Asset Management's portfolio in Q2 2026, its #129 holding.
Bellevue Asset Management first reported a position in Lockheed Martin in Q4 2019 and has held it in 27 quarters since.
Bellevue Asset Management's Lockheed Martin position peaked at $104K in Q4 2022.
2,771 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.