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Bernicke Wealth Management’s Lockheed Martin LMT Stock Holding History

Bernicke 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 		$730K Sell
1,433
-132
-8% -$71.4K 0.08% 67
2026
Q1 		$946K Sell
1,565
-3
-0.2% -$1.85K 0.12% 51
2025
Q4 		$758K Buy
+1,568
New +$750K 0.1% 64

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VPM
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
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Bernicke Wealth Management reduced its Lockheed Martin (LMT) stake by 8.4% in Q2 2026, selling an estimated $71.4K and leaving 1,433 shares worth $730K. The position accounts for 0.08% of the portfolio, ranked #67.

Bernicke Wealth Management first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $946K in Q1 2026. 2,382 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Bernicke Wealth Management held 1,433 shares of Lockheed Martin worth $730K as of Q2 2026.
  • Bernicke Wealth Management sold 132 Lockheed Martin shares in Q2 2026, an estimated $71.4K.
  • Lockheed Martin made up 0.08% of Bernicke Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Bernicke Wealth Management first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • Bernicke Wealth Management's Lockheed Martin position peaked at $946K in Q1 2026.
  • 2,382 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.