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Bravera Wealth’s Lockheed Martin LMT Stock Holding History

Bravera 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 		$218K Hold
427
– – 0.08% 95
2026
Q1 		$258K Sell
427
-84
-16% -$51.7K 0.12% 88
2025
Q4 		$247K Buy
+511
New +$245K 0.12% 81

Other funds holding LMT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Bravera Wealth's LMT Position: Q2 2026 in Review

Bravera Wealth held its Lockheed Martin (LMT) position steady in Q2 2026 at 427 shares worth $218K. The position accounts for 0.08% of the portfolio, ranked #95.

Bravera Wealth first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $258K in Q1 2026. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Bravera Wealth held 427 shares of Lockheed Martin worth $218K as of Q2 2026.
  • Bravera Wealth left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.08% of Bravera Wealth's portfolio in Q2 2026, its #95 holding.
  • Bravera Wealth first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's Lockheed Martin position peaked at $258K in Q1 2026.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.