Brady Family Wealth’s Lockheed Martin LMT Stock Holding History

Brady Family 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	$541K	Buy	1,061 +9	+0.9%	+$4.87K	0.16%	77
2026 Q1	$636K	Hold	1,052	–	–	0.2%	72
2025 Q4	$509K	Hold	1,052	–	–	0.16%	75
2025 Q3	$525K	Sell	1,052 -315	-23%	-$143K	0.16%	77
2025 Q2	$633K	Hold	1,367	–	–	0.2%	78
2025 Q1	$611K	Hold	1,367	–	–	0.2%	77
2024 Q4	$664K	Sell	1,367 -164	-11%	-$89.4K	0.2%	77
2024 Q3	$895K	Hold	1,531	–	–	0.27%	67
2024 Q2	$715K	Sell	1,531 -101	-6%	-$46.7K	0.23%	71
2024 Q1	$743K	Buy	1,632 +36	+2%	+$15.8K	0.24%	71
2023 Q4	$723K	Sell	1,596 -62	-4%	-$27.5K	0.25%	72
2023 Q3	$678K	Buy	1,658 +38	+2%	+$16.9K	0.26%	69
2023 Q2	$746K	Buy	1,620 +6	+0.4%	+$2.79K	0.28%	69
2023 Q1	$763K	Sell	1,614 -143	-8%	-$67.1K	0.3%	68
2022 Q4	$855K	Buy	+1,757	New	+$816K	0.35%	63

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Brady Family Wealth's LMT Position: Q2 2026 in Review

Brady Family Wealth increased its Lockheed Martin (LMT) stake by 0.86% in Q2 2026, buying an estimated $4.87K and bringing the position to 1,061 shares worth $541K. The position accounts for 0.16% of the portfolio, ranked #77.

Brady Family Wealth first reported a position in LMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $895K in Q3 2024. 2,761 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Brady Family Wealth held 1,061 shares of Lockheed Martin worth $541K as of Q2 2026.
Brady Family Wealth bought 9 Lockheed Martin shares in Q2 2026, an estimated $4.87K.
Lockheed Martin made up 0.16% of Brady Family Wealth's portfolio in Q2 2026, its #77 holding.
Brady Family Wealth first reported a position in Lockheed Martin in Q4 2022 and has held it in 15 quarters since.
Brady Family Wealth's Lockheed Martin position peaked at $895K in Q3 2024.
2,761 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.