Brooks Moore & Associates’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.34M | Buy |
4,590
+450
| +11% | +$243K | 1.05% | 29 |
|
|
2026
Q1 | $2.5M | Sell |
4,140
-458
| -10% | -$282K | 1.25% | 27 |
|
|
2025
Q4 | $2.22M | Sell |
4,598
-49
| -1% | -$23.4K | 1.09% | 32 |
|
|
2025
Q3 | $2.32M | Sell |
4,647
-20
| -0.4% | -$9.07K | 1.18% | 27 |
|
|
2025
Q2 | $1.96M | Sell |
4,667
-350
| -7% | -$164K | 1.06% | 31 |
|
|
2025
Q1 | $2.24M | Sell |
5,017
-135
| -3% | -$62.1K | 1.26% | 31 |
|
|
2024
Q4 | $2.5M | Sell |
5,152
-276
| -5% | -$150K | 1.48% | 27 |
|
|
2024
Q3 | $3.17M | Hold |
5,428
| – | – | 1.87% | 18 |
|
|
2024
Q2 | $2.54M | Buy |
5,428
+100
| +2% | +$46.2K | 1.63% | 23 |
|
|
2024
Q1 | $2.42M | Sell |
5,328
-1,950
| -27% | -$855K | 1.55% | 24 |
|
|
2023
Q4 | $3.3M | Buy |
7,278
+563
| +8% | +$249K | 2.27% | 17 |
|
|
2023
Q3 | $2.75M | Sell |
6,715
-79
| -1% | -$35K | 2.07% | 21 |
|
|
2023
Q2 | $3.13M | Sell |
6,794
-125
| -2% | -$58K | 2.2% | 16 |
|
|
2023
Q1 | $3.27M | Sell |
6,919
-110
| -2% | -$51.6K | 2.35% | 13 |
|
|
2022
Q4 | $3.42M | Sell |
7,029
-10
| -0.1% | -$4.65K | 2.5% | 13 |
|
|
2022
Q3 | $2.72M | Sell |
7,039
-100
| -1% | -$41.8K | 2.2% | 17 |
|
|
2022
Q2 | $3.07M | Sell |
7,139
-50
| -0.7% | -$22K | 2.21% | 17 |
|
|
2022
Q1 | $3.17M | Sell |
7,189
-860
| -11% | -$349K | 1.95% | 21 |
|
|
2021
Q4 | $2.86M | Sell |
8,049
-1,080
| -12% | -$374K | 1.68% | 24 |
|
|
2021
Q3 | $3.15M | Buy |
9,129
+235
| +3% | +$85K | 2.06% | 20 |
|
|
2021
Q2 | $3.36M | Sell |
8,894
-80
| -0.9% | -$30.8K | 2.15% | 16 |
|
|
2021
Q1 | $3.32M | Buy |
8,974
+425
| +5% | +$146K | 2.25% | 12 |
|
|
2020
Q4 | $3.04M | Buy |
8,549
+1,139
| +15% | +$419K | 2.35% | 11 |
|
|
2020
Q3 | $2.84M | Buy |
7,410
+1,184
| +19% | +$452K | 2.45% | 13 |
|
|
2020
Q2 | $2.27M | Sell |
6,226
-36
| -0.6% | -$13.6K | 2.13% | 17 |
|
|
2020
Q1 | $2.12M | Sell |
6,262
-900
| -13% | -$354K | 2.26% | 11 |
|
|
2019
Q4 | $2.79M | Sell |
7,162
-175
| -2% | -$67.2K | 2.21% | 11 |
|
|
2019
Q3 | $2.86M | Buy |
7,337
+100
| +1% | +$37.6K | 2.42% | 7 |
|
|
2019
Q2 | $2.63M | Buy |
7,237
+692
| +11% | +$231K | 2.26% | 9 |
|
|
2019
Q1 | $1.96M | Buy |
6,545
+200
| +3% | +$58.7K | 1.79% | 18 |
|
|
2018
Q4 | $1.66M | Buy |
+6,345
| New | +$1.93M | 1.67% | 20 |
|
Other funds holding LMT
Brooks Moore & Associates's LMT Position: Q2 2026 in Review
Brooks Moore & Associates increased its Lockheed Martin (LMT) stake by 11% in Q2 2026, buying an estimated $243K and bringing the position to 4,590 shares worth $2.34M. The position accounts for 1.05% of the portfolio, ranked #29.
Brooks Moore & Associates first reported a position in LMT in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.42M in Q4 2022. 2,797 funds tracked by Wall St. Rank hold LMT as of Q2 2026.
- Brooks Moore & Associates held 4,590 shares of Lockheed Martin worth $2.34M as of Q2 2026.
- Brooks Moore & Associates bought 450 Lockheed Martin shares in Q2 2026, an estimated $243K.
- Lockheed Martin made up 1.05% of Brooks Moore & Associates's portfolio in Q2 2026, its #29 holding.
- Brooks Moore & Associates first reported a position in Lockheed Martin in Q4 2018 and has held it in 31 quarters since.
- Brooks Moore & Associates's Lockheed Martin position peaked at $3.42M in Q4 2022.
- 2,797 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.
Based on Brooks Moore & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.