Briaud Financial Planning’s Lockheed Martin LMT Stock Holding History

Briaud Financial Planning’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	$222K	Buy	+367	New	+$226K	0.06%	34
2025 Q3	–	Sell	-377	Closed	-$174K	–	207
2025 Q2	$174K	Hold	377	–	–	0.07%	44
2025 Q1	$168K	Buy	377 +10	+3%	+$4.6K	0.07%	40
2024 Q4	$178K	Hold	367	–	–	0.07%	32
2024 Q3	$214K	Hold	367	–	–	0.11%	24
2024 Q2	$171K	Hold	367	–	–	0.1%	26
2024 Q1	$167K	Buy	+367	New	+$161K	0.09%	28
2023 Q4	–	Sell	-367	Closed	-$150K	–	97
2023 Q3	$150K	Buy	+367	New	+$163K	0.12%	27
2020 Q1	–	Sell	-591	Closed	-$230K	–	19
2019 Q4	$230K	Buy	+591	New	+$227K	0.23%	19

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Briaud Financial Planning's LMT Position: Q1 2026 in Review

Briaud Financial Planning opened a new position in Lockheed Martin (LMT) in Q1 2026: 367 shares worth $222K. The stake represents 0.06% of the portfolio and ranks #34 among its holdings. This is a return to the name: Briaud Financial Planning previously reported a position in LMT as recently as Q2 2025.

Briaud Financial Planning first reported a position in LMT in Q4 2019 and has held it in 9 quarters since. The position peaked at $230K in Q4 2019. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Briaud Financial Planning held 367 shares of Lockheed Martin worth $222K as of Q1 2026.
Lockheed Martin was a new Briaud Financial Planning position in Q1 2026.
Lockheed Martin made up 0.06% of Briaud Financial Planning's portfolio in Q1 2026, its #34 holding.
Briaud Financial Planning first reported a position in Lockheed Martin in Q4 2019 and has held it in 9 quarters since.
Briaud Financial Planning's Lockheed Martin position peaked at $230K in Q4 2019.
2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Briaud Financial Planning's 13F filing for Q1 2026, filed 10 Apr 2026.