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Brandywine Oak Private Wealth’s Lockheed Martin LMT Stock Holding History

Brandywine Oak Private 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 		$1.59M Sell
3,126
-38
-1% -$20.5K 0.12% 84
2026
Q1 		$1.91M Sell
3,164
-295
-9% -$182K 0.16% 68
2025
Q4 		$1.67M Sell
3,459
-7
-0.2% -$3.35K 0.14% 74
2025
Q3 		$1.73M Sell
3,466
-148
-4% -$67.2K 0.15% 72
2025
Q2 		$1.67M Buy
3,614
+357
+11% +$167K 0.16% 72
2025
Q1 		$1.45M Sell
3,257
-70
-2% -$32.2K 0.14% 77
2024
Q4 		$1.62M Sell
3,327
-12
-0.4% -$6.54K 0.16% 72
2024
Q3 		$1.95M Buy
3,339
+27
+0.8% +$14.5K 0.19% 67
2024
Q2 		$1.55M Sell
3,312
-32
-1% -$14.8K 0.16% 73
2024
Q1 		$1.52M Sell
3,344
-15
-0.4% -$6.57K 0.16% 71
2023
Q4 		$1.52M Hold
3,359
– – 0.17% 70
2023
Q3 		$1.37M Sell
3,359
-99
-3% -$43.9K 0.16% 72
2023
Q2 		$1.59M Sell
3,458
-134
-4% -$62.2K 0.18% 71
2023
Q1 		$1.7M Sell
3,592
-350
-9% -$164K 0.2% 67
2022
Q4 		$1.92M Sell
3,942
-286
-7% -$133K 0.24% 63
2022
Q3 		$1.63M Buy
4,228
+437
+12% +$182K 0.22% 68
2022
Q2 		$1.63M Hold
3,791
– – 0.21% 74
2022
Q1 		$1.67M Sell
3,791
-459
-11% -$186K 0.19% 83
2021
Q4 		$1.51M Sell
4,250
-333
-7% -$115K 0.16% 97
2021
Q3 		$1.58M Sell
4,583
-359
-7% -$130K 0.18% 86
2021
Q2 		$1.87M Buy
4,942
+406
+9% +$156K 0.22% 73
2021
Q1 		$1.68M Buy
4,536
+134
+3% +$46K 0.25% 64
2020
Q4 		$1.56M Buy
4,402
+35
+0.8% +$12.9K 0.24% 65
2020
Q3 		$1.67M Sell
4,367
-81
-2% -$30.9K 0.28% 58
2020
Q2 		$1.62M Buy
4,448
+58
+1% +$21.9K 0.29% 57
2020
Q1 		$1.49M Sell
4,390
-14
-0.3% -$5.51K 0.31% 56
2019
Q4 		$1.71M Sell
4,404
-41
-0.9% -$15.7K 0.31% 52
2019
Q3 		$1.73M Buy
4,445
+6
+0.1% +$2.26K 0.33% 50
2019
Q2 		$1.61M Buy
4,439
+82
+2% +$27.4K 0.32% 50
2019
Q1 		$1.31M Buy
4,357
+61
+1% +$17.9K 0.27% 57
2018
Q4 		$1.12M Buy
+4,296
New +$1.3M 0.25% 62

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Brandywine Oak Private Wealth's LMT Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its Lockheed Martin (LMT) stake by 1.2% in Q2 2026, selling an estimated $20.5K and leaving 3,126 shares worth $1.59M. The position accounts for 0.12% of the portfolio, ranked #84.

Brandywine Oak Private Wealth first reported a position in LMT in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.95M in Q3 2024. 2,785 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Brandywine Oak Private Wealth held 3,126 shares of Lockheed Martin worth $1.59M as of Q2 2026.
  • Brandywine Oak Private Wealth sold 38 Lockheed Martin shares in Q2 2026, an estimated $20.5K.
  • Lockheed Martin made up 0.12% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #84 holding.
  • Brandywine Oak Private Wealth first reported a position in Lockheed Martin in Q4 2018 and has held it in 31 quarters since.
  • Brandywine Oak Private Wealth's Lockheed Martin position peaked at $1.95M in Q3 2024.
  • 2,785 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.