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Berry Wealth Group’s Lockheed Martin LMT Stock Holding History

Berry Wealth 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
Q1 		$252K Buy
417
+2
+0.5% +$1.23K 0.94% 22
2025
Q4 		$201K Buy
+415
New +$199K 0.7% 31
2025
Q1 		– Sell
-1,087
Closed -$528K – 106
2024
Q4 		$528K Hold
1,087
– – 0.38% 41
2024
Q3 		$635K Hold
1,087
– – 0.46% 37
2024
Q2 		$508K Hold
1,087
– – 0.41% 39
2024
Q1 		$494K Buy
1,087
+10
+0.9% +$4.38K 0.41% 36
2023
Q4 		$488K Buy
+1,077
New +$477K 0.45% 36

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

Berry Wealth Group's LMT Position: Q1 2026 in Review

Berry Wealth Group increased its Lockheed Martin (LMT) stake by 0.48% in Q1 2026, buying an estimated $1.23K and bringing the position to 417 shares worth $252K. The position accounts for 0.94% of the portfolio, ranked #22.

Berry Wealth Group first reported a position in LMT in Q4 2023 and has held it in 7 quarters since. The position peaked at $635K in Q3 2024. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Berry Wealth Group held 417 shares of Lockheed Martin worth $252K as of Q1 2026.
  • Berry Wealth Group bought 2 Lockheed Martin shares in Q1 2026, an estimated $1.23K.
  • Lockheed Martin made up 0.94% of Berry Wealth Group's portfolio in Q1 2026, its #22 holding.
  • Berry Wealth Group first reported a position in Lockheed Martin in Q4 2023 and has held it in 7 quarters since.
  • Berry Wealth Group's Lockheed Martin position peaked at $635K in Q3 2024.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Berry Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.