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 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 $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

Bellwether Advisors's LMT Position: Q1 2026 in Review

Bellwether Advisors reduced its Lockheed Martin (LMT) stake by 9.5% in Q1 2026, selling an estimated $33.3K and leaving 514 shares worth $311K. The position accounts for 0.05% of the portfolio, ranked #132.

Bellwether Advisors first reported a position in LMT in Q4 2020 and has held it in 18 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Bellwether Advisors held 514 shares of Lockheed Martin worth $311K as of Q1 2026.
Bellwether Advisors sold 54 Lockheed Martin shares in Q1 2026, an estimated $33.3K.
Lockheed Martin made up 0.05% of Bellwether Advisors's portfolio in Q1 2026, its #132 holding.
Bellwether Advisors first reported a position in Lockheed Martin in Q4 2020 and has held it in 18 quarters since.
2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.