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Birchcreek Wealth Management’s Lockheed Martin LMT Stock Holding History

Birchcreek Wealth Management’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 		$396K Buy
777
+88
+13% +$47.6K 0.15% 95
2026
Q1 		$416K Sell
689
-7
-1% -$4.31K 0.2% 76
2025
Q4 		$336K Sell
696
-163
-19% -$78K 0.17% 87
2025
Q3 		$429K Sell
859
-14
-2% -$6.35K 0.22% 75
2025
Q2 		$404K Hold
873
– – 0.23% 75
2025
Q1 		$390K Hold
873
– – 0.25% 75
2024
Q4 		$424K Buy
873
+8
+0.9% +$4.36K 0.27% 75
2024
Q3 		$506K Sell
865
-29
-3% -$15.6K 0.33% 58
2024
Q2 		$418K Hold
894
– – 0.24% 88
2024
Q1 		$407K Buy
894
+95
+12% +$41.6K 0.21% 97
2023
Q4 		$362K Buy
799
+104
+15% +$46.1K 0.22% 99
2023
Q3 		$284K Buy
695
+16
+2% +$7.1K 0.19% 109
2023
Q2 		$313K Sell
679
-24
-3% -$11.1K 0.22% 107
2023
Q1 		$332K Buy
703
+198
+39% +$92.8K 0.26% 93
2022
Q4 		$246K Buy
+505
New +$235K 0.22% 110
2021
Q1 		– Sell
-267
Closed -$94K – 209
2020
Q4 		$94K Buy
+267
New +$98.1K 0.09% 156

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

Birchcreek Wealth Management's LMT Position: Q2 2026 in Review

Birchcreek Wealth Management increased its Lockheed Martin (LMT) stake by 13% in Q2 2026, buying an estimated $47.6K and bringing the position to 777 shares worth $396K. The position accounts for 0.15% of the portfolio, ranked #95.

Birchcreek Wealth Management first reported a position in LMT in Q4 2020 and has held it in 16 quarters since. The position peaked at $506K in Q3 2024. 2,776 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Birchcreek Wealth Management held 777 shares of Lockheed Martin worth $396K as of Q2 2026.
  • Birchcreek Wealth Management bought 88 Lockheed Martin shares in Q2 2026, an estimated $47.6K.
  • Lockheed Martin made up 0.15% of Birchcreek Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Birchcreek Wealth Management first reported a position in Lockheed Martin in Q4 2020 and has held it in 16 quarters since.
  • Birchcreek Wealth Management's Lockheed Martin position peaked at $506K in Q3 2024.
  • 2,776 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.