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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
Q2 		$2.28M Sell
4,467
-38
-0.8% -$20.5K 0.12% 140
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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Berger Financial Group's LMT Position: Q2 2026 in Review

Berger Financial Group reduced its Lockheed Martin (LMT) stake by 0.84% in Q2 2026, selling an estimated $20.5K and leaving 4,467 shares worth $2.28M. The position accounts for 0.12% of the portfolio, ranked #140.

Berger Financial Group first reported a position in LMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.68M in Q3 2024. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Berger Financial Group held 4,467 shares of Lockheed Martin worth $2.28M as of Q2 2026.
  • Berger Financial Group sold 38 Lockheed Martin shares in Q2 2026, an estimated $20.5K.
  • Lockheed Martin made up 0.12% of Berger Financial Group's portfolio in Q2 2026, its #140 holding.
  • Berger Financial Group first reported a position in Lockheed Martin in Q4 2020 and has held it in 23 quarters since.
  • Berger Financial Group's Lockheed Martin position peaked at $9.68M in Q3 2024.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.