Bellwether Advisors’s Lockheed Martin LMT Stock Holding History

Bellwether 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 Q2	–	Sell	-514	Closed	-$311K	–	193
2026 Q1	$311K	Sell	514 -54	-10%	-$33.3K	0.05%	132
2025 Q4	$275K	Buy	568 +78	+16%	+$37.3K	0.04%	114
2025 Q3	$245K	Hold	490	–	–	0.04%	124
2025 Q2	$227K	Hold	490	–	–	0.04%	114
2025 Q1	$219K	Sell	490 -8	-2%	-$3.68K	0.05%	119
2024 Q4	$242K	Buy	498 +1	+0.2%	+$545	0.04%	120
2024 Q3	$291K	Hold	497	–	–	0.06%	101
2024 Q2	$232K	Buy	+497	New	+$230K	0.05%	109
2023 Q2	–	Sell	-335	Closed	-$158K	–	286
2023 Q1	$158K	Sell	335 -1	-0.3%	-$469	0.04%	132
2022 Q4	$163K	Sell	336 -10	-3%	-$4.65K	0.05%	130
2022 Q3	$133K	Hold	346	–	–	0.04%	115
2022 Q2	$148K	Hold	346	–	–	0.05%	120
2022 Q1	$152K	Hold	346	–	–	0.05%	146
2021 Q4	$122K	Hold	346	–	–	0.04%	144
2021 Q3	$119K	Sell	346 -5	-1%	-$1.81K	0.04%	164
2021 Q2	$132K	Sell	351 -135	-28%	-$51.9K	0.05%	143
2021 Q1	$179K	Sell	486 -59	-11%	-$20.2K	0.07%	116
2020 Q4	$193K	Buy	+545	New	+$200K	0.08%	106

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

Bellwether Advisors's LMT Position: Q2 2026 in Review

Bellwether Advisors sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 514 shares — an estimated $311K sold.

Bellwether Advisors first reported a position in LMT in Q4 2020 and held it in 18 quarters. The position peaked at $311K in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Bellwether Advisors reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
Bellwether Advisors sold 514 Lockheed Martin shares in Q2 2026, an estimated $311K.
Bellwether Advisors first reported a position in Lockheed Martin in Q4 2020 and held it in 18 quarters.
Bellwether Advisors's Lockheed Martin position peaked at $311K in Q1 2026.
2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.