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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
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 $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

Bernard Wealth Management's LMT Position: Q1 2026 in Review

Bernard Wealth Management held its Lockheed Martin (LMT) position steady in Q1 2026 at 95 shares worth $57.4K. The position accounts for 0.02% of the portfolio, ranked #122.

Bernard Wealth Management first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Bernard Wealth Management held 95 shares of Lockheed Martin worth $57.4K as of Q1 2026.
  • Bernard Wealth Management left its Lockheed Martin share count unchanged in Q1 2026.
  • Lockheed Martin made up 0.02% of Bernard Wealth Management's portfolio in Q1 2026, its #122 holding.
  • Bernard Wealth Management first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.