Bradley & Co Private Wealth Management’s Lockheed Martin LMT Stock Holding History

Bradley & Co 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
2026 Q1	$9.07K	Hold	15	–	–	﹤0.01%	139
2025 Q4	$7.25K	Hold	15	–	–	﹤0.01%	140
2025 Q3	$7.49K	Hold	15	–	–	﹤0.01%	135
2025 Q2	$6.95K	Hold	15	–	–	﹤0.01%	130
2025 Q1	$6.7K	Hold	15	–	–	﹤0.01%	129
2024 Q4	$7.29K	Buy	+15	New	+$8.18K	﹤0.01%	126
2024 Q2	$7.01K	Hold	15	–	–	0.01%	124
2024 Q1	$6.82K	Sell	15 -9	-38%	-$3.94K	0.01%	132
2023 Q4	$10.9K	Buy	24 +11	+85%	+$4.87K	0.01%	120
2023 Q3	$5.32K	Hold	13	–	–	0.01%	128
2023 Q2	$5.99K	Hold	13	–	–	0.01%	128
2023 Q1	$6.14K	Hold	13	–	–	0.01%	128
2022 Q4	$6.32K	Hold	13	–	–	0.01%	129
2022 Q3	$5K	Hold	13	–	–	0.01%	142
2022 Q2	$6K	Buy	+13	New	+$5.71K	0.01%	144
2021 Q2	–	Sell	-207	Closed	-$76K	–	170
2021 Q1	$76K	Buy	+207	New	+$71K	0.07%	80

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bradley & Co Private Wealth Management's LMT Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its Lockheed Martin (LMT) position steady in Q1 2026 at 15 shares worth $9.07K. The position accounts for ﹤0.01% of the portfolio, ranked #139.

Bradley & Co Private Wealth Management first reported a position in LMT in Q1 2021 and has held it in 16 quarters since. The position peaked at $76K in Q1 2021. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Bradley & Co Private Wealth Management held 15 shares of Lockheed Martin worth $9.07K as of Q1 2026.
Bradley & Co Private Wealth Management left its Lockheed Martin share count unchanged in Q1 2026.
Lockheed Martin made up ﹤0.01% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #139 holding.
Bradley & Co Private Wealth Management first reported a position in Lockheed Martin in Q1 2021 and has held it in 16 quarters since.
Bradley & Co Private Wealth Management's Lockheed Martin position peaked at $76K in Q1 2021.
2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.