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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
2022
Q2 		– Sell
-100
Closed -$44K – 857
2022
Q1 		$44K Buy
+100
New +$40.5K 0.01% 235

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
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.