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BFSG LLC’s Lockheed Martin LMT Stock Holding History

BFSG LLC’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 		$2.69M Buy
5,282
+259
+5% +$140K 0.24% 118
2026
Q1 		$3.04M Sell
5,023
-90
-2% -$55.4K 0.29% 108
2025
Q4 		$2.47M Buy
5,113
+146
+3% +$69.9K 0.24% 118
2025
Q3 		$2.48M Buy
4,967
+78
+2% +$35.4K 0.24% 123
2025
Q2 		$2.26M Buy
4,889
+144
+3% +$67.4K 0.25% 115
2025
Q1 		$2.12M Buy
4,745
+79
+2% +$36.4K 0.26% 114
2024
Q4 		$2.27M Buy
4,666
+149
+3% +$81.2K 0.27% 118
2024
Q3 		$2.64M Sell
4,517
-104
-2% -$55.8K 0.31% 104
2024
Q2 		$2.16M Sell
4,621
-23
-0.5% -$10.6K 0.27% 104
2024
Q1 		$2.11M Buy
4,644
+187
+4% +$82K 0.28% 100
2023
Q4 		$2.02M Sell
4,457
-118
-3% -$52.3K 0.29% 103
2023
Q3 		$1.87M Buy
4,575
+16
+0.4% +$7.1K 0.3% 99
2023
Q2 		$2.1M Buy
4,559
+270
+6% +$125K 0.36% 92
2023
Q1 		$2.03M Buy
4,289
+112
+3% +$52.5K 0.37% 89
2022
Q4 		$2.03M Buy
4,177
+92
+2% +$42.8K 0.41% 85
2022
Q3 		$1.58M Sell
4,085
-61
-1% -$25.5K 0.34% 94
2022
Q2 		$1.78M Buy
4,146
+751
+22% +$330K 0.32% 98
2022
Q1 		$1.5M Buy
3,395
+86
+3% +$34.9K 0.24% 102
2021
Q4 		$1.18M Sell
3,309
-460
-12% -$159K 0.16% 128
2021
Q3 		$1.3M Buy
+3,769
New +$1.36M 0.2% 120
2021
Q2 		– Sell
-2,764
Closed -$1.02M – 168
2021
Q1 		$1.02M Buy
2,764
+270
+11% +$92.6K 0.17% 125
2020
Q4 		$885K Buy
2,494
+1,045
+72% +$384K 0.15% 123
2020
Q3 		$555K Buy
+1,449
New +$553K 0.1% 147
2019
Q4 		– Sell
-1,367
Closed -$533K – 208
2019
Q3 		$533K Buy
+1,367
New +$514K 0.12% 139

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

BFSG LLC's LMT Position: Q2 2026 in Review

BFSG LLC increased its Lockheed Martin (LMT) stake by 5.2% in Q2 2026, buying an estimated $140K and bringing the position to 5,282 shares worth $2.69M. The position accounts for 0.24% of the portfolio, ranked #118.

BFSG LLC first reported a position in LMT in Q3 2019 and has held it in 24 quarters since. The position peaked at $3.04M in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • BFSG LLC held 5,282 shares of Lockheed Martin worth $2.69M as of Q2 2026.
  • BFSG LLC bought 259 Lockheed Martin shares in Q2 2026, an estimated $140K.
  • Lockheed Martin made up 0.24% of BFSG LLC's portfolio in Q2 2026, its #118 holding.
  • BFSG LLC first reported a position in Lockheed Martin in Q3 2019 and has held it in 24 quarters since.
  • BFSG LLC's Lockheed Martin position peaked at $3.04M in Q1 2026.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.