BWM
LMT icon

BKM Wealth Management’s Lockheed Martin LMT Stock Holding History

BKM 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 		– Sell
-317
Closed -$192K – 155
2026
Q1 		$192K Buy
+317
New +$195K 0.07% 148
2025
Q1 		– Sell
-415
Closed -$202K – 163
2024
Q4 		$202K Sell
415
-5
-1% -$2.73K 0.08% 160
2024
Q3 		$246K Buy
+420
New +$225K 0.1% 152
2024
Q2 		– Sell
-523
Closed -$238K – 175
2024
Q1 		$238K Buy
523
+266
+104% +$117K 0.1% 147
2023
Q4 		$116K Buy
+257
New +$114K 0.05% 189

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

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

BKM Wealth Management sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 317 shares — an estimated $192K sold.

BKM Wealth Management first reported a position in LMT in Q4 2023 and held it in 5 quarters. The position peaked at $246K in Q3 2024. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • BKM Wealth Management reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • BKM Wealth Management sold 317 Lockheed Martin shares in Q2 2026, an estimated $192K.
  • BKM Wealth Management first reported a position in Lockheed Martin in Q4 2023 and held it in 5 quarters.
  • BKM Wealth Management's Lockheed Martin position peaked at $246K in Q3 2024.
  • 2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.