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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
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Brady Martz Wealth Solutions's LMT Position: Q1 2026 in Review

Brady Martz Wealth Solutions reduced its Lockheed Martin (LMT) stake by 15% in Q1 2026, selling an estimated $231K and leaving 2,142 shares worth $1.29M. The position accounts for 0.22% of the portfolio, ranked #81.

Brady Martz Wealth Solutions first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Brady Martz Wealth Solutions held 2,142 shares of Lockheed Martin worth $1.29M as of Q1 2026.
  • Brady Martz Wealth Solutions sold 375 Lockheed Martin shares in Q1 2026, an estimated $231K.
  • Lockheed Martin made up 0.22% of Brady Martz Wealth Solutions's portfolio in Q1 2026, its #81 holding.
  • Brady Martz Wealth Solutions first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q1 2026, filed 15 Apr 2026.