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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
Q2 		– Sell
-367
Closed -$222K – 44
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
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

Briaud Financial Planning's LMT Position: Q2 2026 in Review

Briaud Financial Planning sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 367 shares — an estimated $222K sold.

Briaud Financial Planning first reported a position in LMT in Q4 2019 and held it in 9 quarters. The position peaked at $230K in Q4 2019. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Briaud Financial Planning reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Briaud Financial Planning sold 367 Lockheed Martin shares in Q2 2026, an estimated $222K.
  • Briaud Financial Planning first reported a position in Lockheed Martin in Q4 2019 and held it in 9 quarters.
  • Briaud Financial Planning's Lockheed Martin position peaked at $230K in Q4 2019.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Briaud Financial Planning's 13F filing for Q2 2026, filed 30 Jul 2026.