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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
Q2 		$214K Buy
420
+3
+0.7% +$1.62K 0.69% 31
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 $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

Berry Wealth Group's LMT Position: Q2 2026 in Review

Berry Wealth Group increased its Lockheed Martin (LMT) stake by 0.72% in Q2 2026, buying an estimated $1.62K and bringing the position to 420 shares worth $214K. The position accounts for 0.69% of the portfolio, ranked #31.

Berry Wealth Group first reported a position in LMT in Q4 2023 and has held it in 8 quarters since. The position peaked at $635K in Q3 2024. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Berry Wealth Group held 420 shares of Lockheed Martin worth $214K as of Q2 2026.
  • Berry Wealth Group bought 3 Lockheed Martin shares in Q2 2026, an estimated $1.62K.
  • Lockheed Martin made up 0.69% of Berry Wealth Group's portfolio in Q2 2026, its #31 holding.
  • Berry Wealth Group first reported a position in Lockheed Martin in Q4 2023 and has held it in 8 quarters since.
  • Berry Wealth Group's Lockheed Martin position peaked at $635K in Q3 2024.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Berry Wealth Group's 13F filing for Q2 2026, filed 12 Aug 2026.