Blue Bell Private Wealth Management’s Lockheed Martin LMT Stock Holding History

Blue Bell Private 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 Q1	$48.4K	Sell	80 -259	-76%	-$160K	0.01%	414
2025 Q4	$164K	Buy	339 +4	+1%	+$1.91K	0.02%	278
2025 Q3	$167K	Buy	335 +43	+15%	+$19.5K	0.03%	268
2025 Q2	$135K	Buy	292 +102	+54%	+$47.7K	0.02%	281
2025 Q1	$84.7K	Buy	190 +27	+17%	+$12.4K	0.02%	309
2024 Q4	$79K	Buy	163 +21	+15%	+$11.4K	0.02%	307
2024 Q3	$83.3K	Buy	142 +6	+4%	+$3.22K	0.02%	299
2024 Q2	$63.7K	Buy	136 +15	+12%	+$6.93K	0.01%	326
2024 Q1	$55.2K	Sell	121 -21	-15%	-$9.2K	0.01%	339
2023 Q4	$64.5K	Buy	142 +22	+18%	+$9.75K	0.02%	288
2023 Q3	$49.2K	Buy	120 +27	+29%	+$12K	0.01%	259
2023 Q2	$42.9K	Buy	93 +17	+22%	+$7.89K	0.01%	270
2023 Q1	$36K	Hold	76	–	–	0.01%	258
2022 Q4	$36.9K	Buy	76 +65	+591%	+$30.2K	0.01%	241
2022 Q3	$4K	Hold	11	–	–	﹤0.01%	510
2022 Q2	$5K	Hold	11	–	–	﹤0.01%	509
2022 Q1	$5K	Hold	11	–	–	﹤0.01%	552
2021 Q4	$4K	Buy	+11	New	+$3.81K	﹤0.01%	569
2016 Q4	–	Sell	-2,627	Closed	-$630K	–	341
2016 Q3	$630K	Hold	2,627	–	–	0.37%	41
2016 Q2	$652K	Sell	2,627 -600	-19%	-$141K	0.42%	37
2016 Q1	$715K	Hold	3,227	–	–	0.49%	36
2015 Q4	$701K	Sell	3,227 -120	-4%	-$26K	0.48%	35
2015 Q3	$694K	Sell	3,347 -50	-1%	-$10.2K	0.48%	38
2015 Q2	$632K	Hold	3,397	–	–	0.38%	42
2015 Q1	$689K	Sell	3,397 -50	-1%	-$9.87K	0.41%	41
2014 Q4	$663K	Hold	3,447	–	–	0.39%	42
2014 Q3	$630K	Hold	3,447	–	–	0.38%	44
2014 Q2	$554K	Hold	3,447	–	–	0.33%	51
2014 Q1	$563K	Hold	3,447	–	–	0.38%	47
2013 Q4	$512K	Buy	+3,447	New	+$468K	0.39%	48

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blue Bell Private Wealth Management's LMT Position: Q1 2026 in Review

Blue Bell Private Wealth Management reduced its Lockheed Martin (LMT) stake by 76% in Q1 2026, selling an estimated $160K and leaving 80 shares worth $48.4K. The position accounts for 0.01% of the portfolio, ranked #414.

Blue Bell Private Wealth Management first reported a position in LMT in Q4 2013 and has held it in 30 quarters since. The position peaked at $715K in Q1 2016. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Blue Bell Private Wealth Management held 80 shares of Lockheed Martin worth $48.4K as of Q1 2026.
Blue Bell Private Wealth Management sold 259 Lockheed Martin shares in Q1 2026, an estimated $160K.
Lockheed Martin made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #414 holding.
Blue Bell Private Wealth Management first reported a position in Lockheed Martin in Q4 2013 and has held it in 30 quarters since.
Blue Bell Private Wealth Management's Lockheed Martin position peaked at $715K in Q1 2016.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.