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Bragg Financial Advisors’s Lockheed Martin LMT Stock Holding History

Bragg Financial Advisors’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 		$230K Sell
452
-100
-18% -$54.1K 0.01% 356
2026
Q1 		$334K Sell
552
-16
-3% -$9.86K 0.01% 315
2025
Q4 		$275K Sell
568
-40
-7% -$19.1K 0.01% 320
2025
Q3 		$304K Buy
608
+55
+10% +$25K 0.01% 307
2025
Q2 		$256K Sell
553
-4
-0.7% -$1.87K 0.01% 320
2025
Q1 		$249K Sell
557
-92
-14% -$42.3K 0.01% 315
2024
Q4 		$315K Sell
649
-10
-2% -$5.45K 0.01% 293
2024
Q3 		$385K Sell
659
-18
-3% -$9.66K 0.02% 264
2024
Q2 		$316K Buy
677
+6
+0.9% +$2.77K 0.01% 274
2024
Q1 		$305K Buy
671
+3
+0.4% +$1.31K 0.01% 281
2023
Q4 		$303K Sell
668
-42
-6% -$18.6K 0.01% 275
2023
Q3 		$290K Sell
710
-81
-10% -$35.9K 0.02% 279
2023
Q2 		$364K Hold
791
– – 0.02% 269
2023
Q1 		$374K Hold
791
– – 0.02% 258
2022
Q4 		$385K Sell
791
-16
-2% -$7.43K 0.02% 247
2022
Q3 		$312K Sell
807
-130
-14% -$54.3K 0.02% 256
2022
Q2 		$403K Sell
937
-15
-2% -$6.59K 0.03% 240
2022
Q1 		$420K Sell
952
-71
-7% -$28.8K 0.02% 256
2021
Q4 		$353K Hold
1,023
– – 0.02% 260
2021
Q3 		$353K Hold
1,023
– – 0.02% 260
2021
Q2 		$387K Buy
+1,023
New +$393K 0.02% 252
2020
Q3 		– Sell
-561
Closed -$205K – 272
2020
Q2 		$205K Buy
+561
New +$212K 0.02% 265
2020
Q1 		– Sell
-579
Closed -$225K – 267
2019
Q4 		$225K Buy
+579
New +$222K 0.03% 255

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Bragg Financial Advisors's LMT Position: Q2 2026 in Review

Bragg Financial Advisors reduced its Lockheed Martin (LMT) stake by 18% in Q2 2026, selling an estimated $54.1K and leaving 452 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #356.

Bragg Financial Advisors first reported a position in LMT in Q4 2019 and has held it in 23 quarters since. The position peaked at $420K in Q1 2022. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Bragg Financial Advisors held 452 shares of Lockheed Martin worth $230K as of Q2 2026.
  • Bragg Financial Advisors sold 100 Lockheed Martin shares in Q2 2026, an estimated $54.1K.
  • Lockheed Martin made up 0.01% of Bragg Financial Advisors's portfolio in Q2 2026, its #356 holding.
  • Bragg Financial Advisors first reported a position in Lockheed Martin in Q4 2019 and has held it in 23 quarters since.
  • Bragg Financial Advisors's Lockheed Martin position peaked at $420K in Q1 2022.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.