BW
LMT icon

BXM Wealth’s Lockheed Martin LMT Stock Holding History

BXM 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 		$376K Buy
739
+265
+56% +$143K 0.2% 110
2026
Q1 		$286K Sell
474
-41,510
-99% -$25.6M 0.22% 96
2025
Q4 		$188K Buy
41,984
+41,336
+6,379% +$19.8M 0.14% 121
2025
Q3 		$323K Buy
+648
New +$294K 0.31% 89
2025
Q1 		– Sell
-442
Closed -$215K – 109
2024
Q4 		$215K Buy
+442
New +$241K 0.3% 88

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 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

BXM Wealth's LMT Position: Q2 2026 in Review

BXM Wealth increased its Lockheed Martin (LMT) stake by 56% in Q2 2026, buying an estimated $143K and bringing the position to 739 shares worth $376K. The position accounts for 0.2% of the portfolio, ranked #110.

BXM Wealth first reported a position in LMT in Q4 2024 and has held it in 5 quarters since. 910 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • BXM Wealth held 739 shares of Lockheed Martin worth $376K as of Q2 2026.
  • BXM Wealth bought 265 Lockheed Martin shares in Q2 2026, an estimated $143K.
  • Lockheed Martin made up 0.2% of BXM Wealth's portfolio in Q2 2026, its #110 holding.
  • BXM Wealth first reported a position in Lockheed Martin in Q4 2024 and has held it in 5 quarters since.
  • 910 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.