BW
LMT icon

BIP Wealth’s Lockheed Martin LMT Stock Holding History

BIP 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 		$713K Buy
1,399
+262
+23% +$142K 0.02% 316
2026
Q1 		$687K Sell
1,137
-172
-13% -$106K 0.03% 243
2025
Q4 		$633K Buy
1,309
+727
+125% +$348K 0.02% 266
2025
Q3 		$291K Buy
582
+64
+12% +$29K 0.01% 243
2025
Q2 		$240K Buy
518
+16
+3% +$7.49K 0.01% 238
2025
Q1 		$224K Sell
502
-45
-8% -$20.7K 0.01% 246
2024
Q4 		$266K Buy
547
+142
+35% +$77.4K 0.02% 216
2024
Q3 		$237K Buy
+405
New +$217K 0.02% 211

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

BIP Wealth's LMT Position: Q2 2026 in Review

BIP Wealth increased its Lockheed Martin (LMT) stake by 23% in Q2 2026, buying an estimated $142K and bringing the position to 1,399 shares worth $713K. The position accounts for 0.02% of the portfolio, ranked #316.

BIP Wealth first reported a position in LMT in Q3 2024 and has held it in 8 quarters since. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • BIP Wealth held 1,399 shares of Lockheed Martin worth $713K as of Q2 2026.
  • BIP Wealth bought 262 Lockheed Martin shares in Q2 2026, an estimated $142K.
  • Lockheed Martin made up 0.02% of BIP Wealth's portfolio in Q2 2026, its #316 holding.
  • BIP Wealth first reported a position in Lockheed Martin in Q3 2024 and has held it in 8 quarters since.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.