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Beverly Hills Private Wealth’s Lockheed Martin LMT Stock Holding History

Beverly Hills Private Wealth’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 		$531K Buy
879
+11
+1% +$6.78K 0.09% 175
2025
Q4 		$420K Sell
868
-56
-6% -$26.8K 0.07% 204
2025
Q3 		$462K Buy
924
+4
+0.4% +$1.81K 0.08% 197
2025
Q2 		$426K Sell
920
-35
-4% -$16.4K 0.08% 198
2025
Q1 		$427K Buy
955
+65
+7% +$29.9K 0.08% 197
2024
Q4 		$432K Sell
890
-6
-0.7% -$3.27K 0.09% 191
2024
Q3 		$524K Buy
896
+58
+7% +$31.1K 0.11% 181
2024
Q2 		$392K Sell
838
-50
-6% -$23.1K 0.09% 225
2024
Q1 		$404K Sell
888
-15
-2% -$6.57K 0.09% 230
2023
Q4 		$409K Buy
903
+143
+19% +$63.4K 0.11% 203
2023
Q3 		$311K Sell
760
-477
-39% -$212K 0.09% 223
2023
Q2 		$551K Buy
1,237
+450
+57% +$209K 0.09% 220
2023
Q1 		$372K Buy
787
+88
+13% +$41.3K 0.12% 195
2022
Q4 		$340K Buy
+699
New +$325K 0.15% 157

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

Beverly Hills Private Wealth's LMT Position: Q1 2026 in Review

Beverly Hills Private Wealth increased its Lockheed Martin (LMT) stake by 1.3% in Q1 2026, buying an estimated $6.78K and bringing the position to 879 shares worth $531K. The position accounts for 0.09% of the portfolio, ranked #175.

Beverly Hills Private Wealth first reported a position in LMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $551K in Q2 2023. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Beverly Hills Private Wealth held 879 shares of Lockheed Martin worth $531K as of Q1 2026.
  • Beverly Hills Private Wealth bought 11 Lockheed Martin shares in Q1 2026, an estimated $6.78K.
  • Lockheed Martin made up 0.09% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #175 holding.
  • Beverly Hills Private Wealth first reported a position in Lockheed Martin in Q4 2022 and has held it in 14 quarters since.
  • Beverly Hills Private Wealth's Lockheed Martin position peaked at $551K in Q2 2023.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.