BKA
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Brick & Kyle Associates’s Lockheed Martin LMT Stock Holding History

Brick & Kyle Associates’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 		$280K Hold
464
– – 0.09% 83
2026
Q1 		$280K Buy
+464
New +$286K 0.09% 83
2020
Q1 		– Sell
-1,153
Closed -$491K – 63
2019
Q4 		$491K Sell
1,153
-74
-6% -$28.4K 0.37% 44
2019
Q3 		$456K Buy
1,227
+26
+2% +$9.78K 0.38% 45
2019
Q2 		$440K Buy
1,201
+3
+0.3% +$1K 0.42% 43
2019
Q1 		$360K Hold
1,198
– – 0.37% 45
2018
Q4 		$314K Buy
+1,198
New +$363K 0.3% 66
2018
Q2 		$374K Buy
1,266
+2
+0.2% +$645 0.29% 70
2018
Q1 		$427K Buy
1,264
+2
+0.2% +$681 0.34% 65
2017
Q4 		$405K Buy
1,262
+84
+7% +$26.5K 0.33% 69
2017
Q3 		$366K Buy
1,178
+1
+0.1% +$298 0.3% 71
2017
Q2 		$327K Buy
1,177
+17
+1% +$4.67K 0.28% 74
2017
Q1 		$310K Buy
1,160
+175
+18% +$45.8K 0.24% 76
2016
Q4 		$246K Buy
985
+220
+29% +$55K 0.2% 82
2016
Q3 		$183K Hold
765
– – 0.15% 93
2016
Q2 		$190K Sell
765
-100
-12% -$23.6K 0.16% 88
2016
Q1 		$192K Hold
865
– – 0.17% 85
2015
Q4 		$188K Buy
865
+75
+9% +$16.3K 0.17% 88
2015
Q3 		$164K Hold
790
– – 0.15% 98
2015
Q2 		$147K Hold
790
– – 0.12% 109
2015
Q1 		$160K Buy
790
+150
+23% +$29.6K 0.14% 105
2014
Q4 		$123K Buy
+640
New +$119K 0.11% 118

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

Brick & Kyle Associates's LMT Position: Q2 2026 in Review

Brick & Kyle Associates held its Lockheed Martin (LMT) position steady in Q2 2026 at 464 shares worth $280K. The position accounts for 0.09% of the portfolio, ranked #83.

Brick & Kyle Associates first reported a position in LMT in Q4 2014 and has held it in 22 quarters since. The position peaked at $491K in Q4 2019. 2,761 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Brick & Kyle Associates held 464 shares of Lockheed Martin worth $280K as of Q2 2026.
  • Brick & Kyle Associates left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.09% of Brick & Kyle Associates's portfolio in Q2 2026, its #83 holding.
  • Brick & Kyle Associates first reported a position in Lockheed Martin in Q4 2014 and has held it in 22 quarters since.
  • Brick & Kyle Associates's Lockheed Martin position peaked at $491K in Q4 2019.
  • 2,761 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Brick & Kyle Associates's 13F filing for Q2 2026, filed 6 Aug 2026.