BFWM
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Bright Futures Wealth Management’s Lockheed Martin LMT Stock Holding History

Bright Futures Wealth Management’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
-376
Closed -$227K – 221
2026
Q1 		$227K Buy
+376
New +$232K 0.16% 165

Other funds holding LMT

Wealth Enhancement Advisory Services
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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

Bright Futures Wealth Management's LMT Position: Q2 2026 in Review

Bright Futures Wealth Management sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 376 shares — an estimated $227K sold.

Bright Futures Wealth Management first reported a position in LMT in Q1 2026 and held it in 1 quarter. The position peaked at $227K in Q1 2026. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Bright Futures Wealth Management reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Bright Futures Wealth Management sold 376 Lockheed Martin shares in Q2 2026, an estimated $227K.
  • Bright Futures Wealth Management first reported a position in Lockheed Martin in Q1 2026 and held it in 1 quarter.
  • Bright Futures Wealth Management's Lockheed Martin position peaked at $227K in Q1 2026.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.