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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
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 $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

Bragg Financial Advisors's LMT Position: Q1 2026 in Review

Bragg Financial Advisors reduced its Lockheed Martin (LMT) stake by 2.8% in Q1 2026, selling an estimated $9.86K and leaving 552 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #315.

Bragg Financial Advisors first reported a position in LMT in Q4 2019 and has held it in 22 quarters since. The position peaked at $420K in Q1 2022. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Bragg Financial Advisors held 552 shares of Lockheed Martin worth $334K as of Q1 2026.
  • Bragg Financial Advisors sold 16 Lockheed Martin shares in Q1 2026, an estimated $9.86K.
  • Lockheed Martin made up 0.01% of Bragg Financial Advisors's portfolio in Q1 2026, its #315 holding.
  • Bragg Financial Advisors first reported a position in Lockheed Martin in Q4 2019 and has held it in 22 quarters since.
  • Bragg Financial Advisors's Lockheed Martin position peaked at $420K in Q1 2022.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.