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BridgePort Financial Solutions’s Lockheed Martin LMT Stock Holding History

BridgePort Financial Solutions’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 		$558K Sell
923
-10
-1% -$6.16K 0.16% 116
2025
Q4 		$451K Sell
933
-43
-4% -$20.6K 0.12% 137
2025
Q3 		$487K Buy
976
+3
+0.3% +$1.36K 0.13% 135
2025
Q2 		$451K Buy
973
+187
+24% +$87.5K 0.15% 113
2025
Q1 		$351K Buy
786
+60
+8% +$27.6K 0.16% 114
2024
Q4 		$324K Buy
+726
New +$396K 0.15% 123

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

BridgePort Financial Solutions's LMT Position: Q1 2026 in Review

BridgePort Financial Solutions reduced its Lockheed Martin (LMT) stake by 1.1% in Q1 2026, selling an estimated $6.16K and leaving 923 shares worth $558K. The position accounts for 0.16% of the portfolio, ranked #116.

BridgePort Financial Solutions first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • BridgePort Financial Solutions held 923 shares of Lockheed Martin worth $558K as of Q1 2026.
  • BridgePort Financial Solutions sold 10 Lockheed Martin shares in Q1 2026, an estimated $6.16K.
  • Lockheed Martin made up 0.16% of BridgePort Financial Solutions's portfolio in Q1 2026, its #116 holding.
  • BridgePort Financial Solutions first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.