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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
Q2 		– Sell
-879
Closed -$531K – 320
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 $3.38T AUM 44.17% 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

Beverly Hills Private Wealth's LMT Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 879 shares — an estimated $531K sold.

Beverly Hills Private Wealth first reported a position in LMT in Q4 2022 and held it in 14 quarters. The position peaked at $551K in Q2 2023. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 879 Lockheed Martin shares in Q2 2026, an estimated $531K.
  • Beverly Hills Private Wealth first reported a position in Lockheed Martin in Q4 2022 and held it in 14 quarters.
  • Beverly Hills Private Wealth's Lockheed Martin position peaked at $551K in Q2 2023.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.