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Bernardo Wealth Planning’s Lockheed Martin LMT Stock Holding History

Bernardo Wealth Planning’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 		$230K Buy
451
+17
+4% +$9.19K 0.04% 128
2026
Q1 		$262K Buy
434
+15
+4% +$9.24K 0.05% 103
2025
Q4 		$202K Buy
419
+1
+0.2% +$479 0.04% 125
2025
Q3 		$208K Buy
+418
New +$190K 0.04% 119
2024
Q4 		– Sell
-399
Closed -$243K – 112
2024
Q3 		$243K Buy
+399
New +$214K 0.06% 101
2021
Q1 		– Sell
-1,359
Closed -$482K – 114
2020
Q4 		$482K Sell
1,359
-14
-1% -$5.15K 0.19% 98
2020
Q3 		$526K Buy
1,373
+12
+0.9% +$4.58K 0.24% 81
2020
Q2 		$496K Hold
1,361
– – 0.27% 72
2020
Q1 		$461K Sell
1,361
-9
-0.7% -$3.54K 0.32% 78
2019
Q4 		$533K Hold
1,370
– – 0.32% 72
2019
Q3 		$534K Sell
1,370
-126
-8% -$47.4K 0.39% 59
2019
Q2 		$544K Sell
1,496
-8
-0.5% -$2.68K 0.43% 56
2019
Q1 		$451K Buy
1,504
+8
+0.5% +$2.35K 0.36% 70
2018
Q4 		$392K Buy
+1,496
New +$454K 0.35% 74

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

Bernardo Wealth Planning's LMT Position: Q2 2026 in Review

Bernardo Wealth Planning increased its Lockheed Martin (LMT) stake by 3.9% in Q2 2026, buying an estimated $9.19K and bringing the position to 451 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #128.

Bernardo Wealth Planning first reported a position in LMT in Q4 2018 and has held it in 14 quarters since. The position peaked at $544K in Q2 2019. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Bernardo Wealth Planning held 451 shares of Lockheed Martin worth $230K as of Q2 2026.
  • Bernardo Wealth Planning bought 17 Lockheed Martin shares in Q2 2026, an estimated $9.19K.
  • Lockheed Martin made up 0.04% of Bernardo Wealth Planning's portfolio in Q2 2026, its #128 holding.
  • Bernardo Wealth Planning first reported a position in Lockheed Martin in Q4 2018 and has held it in 14 quarters since.
  • Bernardo Wealth Planning's Lockheed Martin position peaked at $544K in Q2 2019.
  • 2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.