BFG
LMT icon

Bleakley Financial Group’s Lockheed Martin LMT Stock Holding History

Bleakley Financial Group’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 		$5.47M Buy
+10,741
New +$5.81M 0.07% 225
2025
Q1 		– Sell
-5,864
Closed -$2.85M – 777
2024
Q4 		$2.85M Sell
5,864
-135
-2% -$73.6K 0.09% 195
2024
Q3 		$3.51M Buy
5,999
+65
+1% +$34.9K 0.11% 164
2024
Q2 		$2.77M Buy
5,934
+124
+2% +$57.3K 0.08% 230
2024
Q1 		$2.64M Sell
5,810
-300
-5% -$131K 0.08% 243
2023
Q4 		$2.77M Buy
6,110
+247
+4% +$109K 0.09% 215
2023
Q3 		$2.4M Sell
5,863
-1,103
-16% -$489K 0.08% 216
2023
Q2 		$3.21M Buy
6,966
+244
+4% +$113K 0.1% 183
2023
Q1 		$3.18M Sell
6,722
-6
-0.1% -$2.81K 0.11% 179
2022
Q4 		$3.27M Buy
+6,728
New +$3.13M 0.12% 165

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

Bleakley Financial Group's LMT Position: Q2 2026 in Review

Bleakley Financial Group opened a new position in Lockheed Martin (LMT) in Q2 2026: 10,741 shares worth $5.47M. The stake represents 0.07% of the portfolio and ranks #225 among its holdings. This is a return to the name: Bleakley Financial Group previously reported a position in LMT as recently as Q4 2024.

Bleakley Financial Group first reported a position in LMT in Q4 2022 and has held it in 10 quarters since. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Bleakley Financial Group held 10,741 shares of Lockheed Martin worth $5.47M as of Q2 2026.
  • Lockheed Martin was a new Bleakley Financial Group position in Q2 2026.
  • Lockheed Martin made up 0.07% of Bleakley Financial Group's portfolio in Q2 2026, its #225 holding.
  • Bleakley Financial Group first reported a position in Lockheed Martin in Q4 2022 and has held it in 10 quarters since.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.