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Bernard Wealth Management’s Lockheed Martin LMT Stock Holding History

Bernard Wealth 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 		$40.8K Sell
80
-15
-16% -$8.11K 0.02% 148
2026
Q1 		$57.4K Hold
95
– – 0.02% 122
2025
Q4 		$45.9K Hold
95
– – 0.02% 134
2025
Q3 		$47.4K Hold
95
– – 0.02% 131
2025
Q2 		$44K Buy
95
+68
+252% +$31.8K 0.02% 129
2025
Q1 		$12.1K Buy
27
+12
+80% +$5.52K 0.01% 215
2024
Q4 		$7.29K Buy
+15
New +$8.18K ﹤0.01% 223

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bernard Wealth Management's LMT Position: Q2 2026 in Review

Bernard Wealth Management reduced its Lockheed Martin (LMT) stake by 16% in Q2 2026, selling an estimated $8.11K and leaving 80 shares worth $40.8K. The position accounts for 0.02% of the portfolio, ranked #148.

Bernard Wealth Management first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $57.4K in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Bernard Wealth Management held 80 shares of Lockheed Martin worth $40.8K as of Q2 2026.
  • Bernard Wealth Management sold 15 Lockheed Martin shares in Q2 2026, an estimated $8.11K.
  • Lockheed Martin made up 0.02% of Bernard Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Bernard Wealth Management first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's Lockheed Martin position peaked at $57.4K in Q1 2026.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.