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BOK Financial Private Wealth’s Lockheed Martin LMT Stock Holding History

BOK Financial Private Wealth’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 		$3.06K Buy
+6
New +$3.24K ﹤0.01% 571
2025
Q2 		– Sell
-154
Closed -$68.8K – 468
2025
Q1 		$68.8K Buy
154
+63
+69% +$29K 0.01% 236
2024
Q4 		$44.3K Hold
91
– – ﹤0.01% 270
2024
Q3 		$53.3K Sell
91
-83
-48% -$44.6K ﹤0.01% 254
2024
Q2 		$81.3K Buy
174
+83
+91% +$38.4K 0.01% 214
2024
Q1 		$41.4K Sell
91
-118
-56% -$51.7K ﹤0.01% 272
2023
Q4 		$94.8K Sell
209
-25
-11% -$11.1K 0.01% 201
2023
Q3 		$95.7K Buy
234
+25
+12% +$11.1K 0.01% 191
2023
Q2 		$96.3K Hold
209
– – 0.01% 195
2023
Q1 		$98.8K Buy
209
+34
+19% +$15.9K 0.01% 199
2022
Q4 		$85.2K Hold
175
– – 0.01% 204
2022
Q3 		$68K Hold
175
– – 0.01% 227
2022
Q2 		$75K Sell
175
-887
-84% -$389K 0.01% 223
2022
Q1 		$469K Buy
1,062
+232
+28% +$94K 0.03% 180
2021
Q4 		$295K Buy
+830
New +$287K 0.02% 229
2021
Q3 		– Sell
-559
Closed -$212K – 246
2021
Q2 		$212K Buy
+559
New +$215K 0.02% 215

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

BOK Financial Private Wealth's LMT Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Lockheed Martin (LMT) in Q2 2026: 6 shares worth $3.06K. The stake represents ﹤0.01% of the portfolio and ranks #571 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in LMT as recently as Q1 2025.

BOK Financial Private Wealth first reported a position in LMT in Q2 2021 and has held it in 16 quarters since. The position peaked at $469K in Q1 2022. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • BOK Financial Private Wealth held 6 shares of Lockheed Martin worth $3.06K as of Q2 2026.
  • Lockheed Martin was a new BOK Financial Private Wealth position in Q2 2026.
  • Lockheed Martin made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #571 holding.
  • BOK Financial Private Wealth first reported a position in Lockheed Martin in Q2 2021 and has held it in 16 quarters since.
  • BOK Financial Private Wealth's Lockheed Martin position peaked at $469K in Q1 2022.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.