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BSW Wealth Partners’s Lockheed Martin LMT Stock Holding History

BSW Wealth Partners’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 		$396K Sell
778
-121
-13% -$65.4K 0.04% 208
2026
Q1 		$543K Sell
899
-11
-1% -$6.78K 0.07% 168
2025
Q4 		$440K Sell
910
-22
-2% -$10.5K 0.05% 193
2025
Q3 		$465K Sell
932
-7
-0.7% -$3.18K 0.06% 184
2025
Q2 		$435K Sell
939
-2
-0.2% -$936 0.06% 186
2025
Q1 		$420K Sell
941
-647
-41% -$298K 0.06% 184
2024
Q4 		$772K Buy
1,588
+750
+89% +$409K 0.11% 110
2024
Q3 		$490K Buy
+838
New +$450K 0.07% 158

Other funds holding LMT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

BSW Wealth Partners's LMT Position: Q2 2026 in Review

BSW Wealth Partners reduced its Lockheed Martin (LMT) stake by 13% in Q2 2026, selling an estimated $65.4K and leaving 778 shares worth $396K. The position accounts for 0.04% of the portfolio, ranked #208.

BSW Wealth Partners first reported a position in LMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $772K in Q4 2024. 487 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • BSW Wealth Partners held 778 shares of Lockheed Martin worth $396K as of Q2 2026.
  • BSW Wealth Partners sold 121 Lockheed Martin shares in Q2 2026, an estimated $65.4K.
  • Lockheed Martin made up 0.04% of BSW Wealth Partners's portfolio in Q2 2026, its #208 holding.
  • BSW Wealth Partners first reported a position in Lockheed Martin in Q3 2024 and has held it in 8 quarters since.
  • BSW Wealth Partners's Lockheed Martin position peaked at $772K in Q4 2024.
  • 487 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.