Brady Martz Wealth Solutions’s Lockheed Martin LMT Stock Holding History

Brady Martz Wealth 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 Q3	$994K	Sell	1,952 -196	-9%	-$108K	0.15%	102
2026 Q2	$1.09M	Buy	2,148 +6	+0.3%	+$3.24K	0.17%	98
2026 Q1	$1.29M	Sell	2,142 -375	-15%	-$231K	0.22%	81
2025 Q4	$1.22M	Sell	2,517 -47	-2%	-$22.5K	0.21%	82
2025 Q3	$1.28M	Sell	2,564 -1	-0%	-$454	0.23%	80
2025 Q2	$1.19M	Sell	2,565 -13	-0.5%	-$6.08K	0.23%	81
2025 Q1	$1.15M	Sell	2,578 -35	-1%	-$16.1K	0.26%	76
2024 Q4	$1.27M	Buy	+2,613	New	+$1.42M	0.31%	71

Other funds holding LMT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Brady Martz Wealth Solutions's LMT Position: Q3 2026 in Review

Brady Martz Wealth Solutions reduced its Lockheed Martin (LMT) stake by 9.1% in Q3 2026, selling an estimated $108K and leaving 1,952 shares worth $994K. The position accounts for 0.15% of the portfolio, ranked #102.

Brady Martz Wealth Solutions first reported a position in LMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.29M in Q1 2026. 1,682 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

Brady Martz Wealth Solutions held 1,952 shares of Lockheed Martin worth $994K as of Q3 2026.
Brady Martz Wealth Solutions sold 196 Lockheed Martin shares in Q3 2026, an estimated $108K.
Lockheed Martin made up 0.15% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #102 holding.
Brady Martz Wealth Solutions first reported a position in Lockheed Martin in Q4 2024 and has held it in 8 quarters since.
Brady Martz Wealth Solutions's Lockheed Martin position peaked at $1.29M in Q1 2026.
1,682 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.