BFG
LMT icon

Berger Financial Group’s Lockheed Martin LMT Stock Holding History

Berger Financial Group’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 		$2.72M Sell
4,505
-11,364
-72% -$7M 0.15% 118
2025
Q4 		$7.68M Sell
15,869
-1,603
-9% -$767K 0.44% 46
2025
Q3 		$8.72M Buy
17,472
+77
+0.4% +$34.9K 0.52% 40
2025
Q2 		$8.06M Buy
17,395
+126
+0.7% +$59K 0.52% 39
2025
Q1 		$7.71M Buy
17,269
+627
+4% +$289K 0.54% 39
2024
Q4 		$8.09M Buy
16,642
+82
+0.5% +$44.7K 0.56% 41
2024
Q3 		$9.68M Buy
16,560
+1,726
+12% +$927K 0.7% 35
2024
Q2 		$6.93M Sell
14,834
-54
-0.4% -$25K 0.55% 40
2024
Q1 		$6.77M Buy
14,888
+190
+1% +$83.3K 0.56% 40
2023
Q4 		$6.66M Sell
14,698
-178
-1% -$78.9K 0.69% 31
2023
Q3 		$6.08M Buy
14,876
+30
+0.2% +$13.3K 0.7% 32
2023
Q2 		$6.83M Sell
14,846
-430
-3% -$200K 0.78% 30
2023
Q1 		$7.22M Sell
15,276
-1,157
-7% -$543K 0.87% 23
2022
Q4 		$7.99M Buy
16,433
+88
+0.5% +$40.9K 1.05% 20
2022
Q3 		$6.31M Buy
16,345
+449
+3% +$187K 0.93% 24
2022
Q2 		$6.83M Sell
15,896
-249
-2% -$109K 1% 24
2022
Q1 		$7.13M Buy
16,145
+11,250
+230% +$4.56M 0.91% 25
2021
Q4 		$1.74M Buy
4,895
+3,809
+351% +$1.32M 0.23% 88
2021
Q3 		$375K Sell
1,086
-16
-1% -$5.79K 0.07% 139
2021
Q2 		$417K Buy
1,102
+9
+0.8% +$3.46K 0.08% 133
2021
Q1 		$404K Sell
1,093
-9,591
-90% -$3.29M 0.09% 130
2020
Q4 		$3.79M Buy
+10,684
New +$3.93M 0.66% 58

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

Berger Financial Group's LMT Position: Q1 2026 in Review

Berger Financial Group reduced its Lockheed Martin (LMT) stake by 72% in Q1 2026, selling an estimated $7M and leaving 4,505 shares worth $2.72M. The position accounts for 0.15% of the portfolio, ranked #118.

Berger Financial Group first reported a position in LMT in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.68M in Q3 2024. 2,912 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Berger Financial Group held 4,505 shares of Lockheed Martin worth $2.72M as of Q1 2026.
  • Berger Financial Group sold 11,364 Lockheed Martin shares in Q1 2026, an estimated $7M.
  • Lockheed Martin made up 0.15% of Berger Financial Group's portfolio in Q1 2026, its #118 holding.
  • Berger Financial Group first reported a position in Lockheed Martin in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's Lockheed Martin position peaked at $9.68M in Q3 2024.
  • 2,912 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.