BCM
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Brookstone Capital Management’s Lockheed Martin LMT Stock Holding History

Brookstone Capital 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 		$10.7M Sell
20,934
-8,875
-30% -$4.8M 0.11% 205
2026
Q1 		$18M Buy
29,809
+2,233
+8% +$1.38M 0.21% 129
2025
Q4 		$13.3M Sell
27,576
-912
-3% -$436K 0.15% 162
2025
Q3 		$14.2M Sell
28,488
-2,671
-9% -$1.21M 0.17% 146
2025
Q2 		$14.4M Sell
31,159
-1,448
-4% -$678K 0.19% 127
2025
Q1 		$14.6M Buy
32,607
+9,988
+44% +$4.6M 0.21% 118
2024
Q4 		$11M Sell
22,619
-13,052
-37% -$7.11M 0.16% 154
2024
Q3 		$20.9M Buy
35,671
+573
+2% +$308K 0.31% 74
2024
Q2 		$16.7M Buy
35,098
+1,562
+5% +$722K 0.28% 87
2024
Q1 		$15.3M Buy
33,536
+2,257
+7% +$989K 0.27% 86
2023
Q4 		$14.2M Buy
31,279
+691
+2% +$306K 0.28% 97
2023
Q3 		$13.7M Buy
30,588
+7,836
+34% +$3.48M 0.3% 85
2023
Q2 		$10.4M Buy
22,752
+3,512
+18% +$1.63M 0.21% 134
2023
Q1 		$9.42M Buy
19,240
+3,808
+25% +$1.79M 0.18% 138
2022
Q4 		$7.3M Sell
15,432
-4,287
-22% -$1.99M 0.15% 146
2022
Q3 		$7.84M Sell
19,719
-4,044
-17% -$1.69M 0.18% 135
2022
Q2 		$9.99M Sell
23,763
-8,853
-27% -$3.89M 0.22% 111
2022
Q1 		$15.1M Buy
32,616
+4,682
+17% +$1.9M 0.3% 79
2021
Q4 		$10.1M Buy
27,934
+4,094
+17% +$1.42M 0.17% 117
2021
Q3 		$8.62M Buy
23,840
+2,987
+14% +$1.08M 0.16% 126
2021
Q2 		$7.88M Buy
20,853
+8,035
+63% +$3.09M 0.14% 136
2021
Q1 		$4.74M Buy
12,818
+8,106
+172% +$2.78M 0.18% 108
2020
Q4 		$1.67M Buy
4,712
+1,088
+30% +$400K 0.07% 193
2020
Q3 		$1.39M Buy
3,624
+1,564
+76% +$597K 0.06% 180
2020
Q2 		$752K Sell
2,060
-151
-7% -$57K 0.05% 191
2020
Q1 		$749K Buy
2,211
+97
+5% +$38.1K 0.04% 182
2019
Q4 		$823K Buy
2,114
+402
+23% +$154K 0.04% 195
2019
Q3 		$668K Buy
1,712
+343
+25% +$129K 0.04% 230
2019
Q2 		$498K Buy
1,369
+13
+1% +$4.35K 0.03% 263
2019
Q1 		$407K Buy
1,356
+116
+9% +$34K 0.03% 286
2018
Q4 		$325K Sell
1,240
-17
-1% -$5.16K 0.02% 214
2018
Q3 		$435K Sell
1,257
-643
-34% -$207K 0.03% 291
2018
Q2 		$561K Sell
1,900
-173
-8% -$55.8K 0.05% 189
2018
Q1 		$700K Buy
2,073
+805
+63% +$274K 0.06% 157
2017
Q4 		$407K Sell
1,268
-392
-24% -$124K 0.04% 206
2017
Q3 		$515K Buy
+1,660
New +$495K 0.05% 186
2017
Q2 		– Sell
-870
Closed -$233K – 325
2017
Q1 		$233K Buy
+870
New +$228K 0.02% 223
2016
Q3 		– Sell
-1,658
Closed -$411K – 236
2016
Q2 		$411K Buy
1,658
+42
+3% +$9.9K 0.05% 177
2016
Q1 		$357K Buy
1,616
+2
+0.1% +$430 0.05% 177
2015
Q4 		$350K Sell
1,614
-54
-3% -$11.7K 0.07% 105
2015
Q3 		$346K Sell
1,668
-16,878
-91% -$3.43M 0.06% 103
2015
Q2 		$3.45M Buy
18,546
+4,150
+29% +$799K 0.43% 38
2015
Q1 		$2.92M Buy
14,396
+4,639
+48% +$916K 0.44% 31
2014
Q4 		$1.88M Buy
9,757
+5,265
+117% +$977K 0.31% 38
2014
Q3 		$821K Buy
+4,492
New +$765K 0.15% 51

Other funds holding LMT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

Brookstone Capital Management's LMT Position: Q2 2026 in Review

Brookstone Capital Management reduced its Lockheed Martin (LMT) stake by 30% in Q2 2026, selling an estimated $4.8M and leaving 20,934 shares worth $10.7M. The position accounts for 0.11% of the portfolio, ranked #205.

Brookstone Capital Management first reported a position in LMT in Q3 2014 and has held it in 45 quarters since. The position peaked at $20.9M in Q3 2024. 568 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Brookstone Capital Management held 20,934 shares of Lockheed Martin worth $10.7M as of Q2 2026.
  • Brookstone Capital Management sold 8,875 Lockheed Martin shares in Q2 2026, an estimated $4.8M.
  • Lockheed Martin made up 0.11% of Brookstone Capital Management's portfolio in Q2 2026, its #205 holding.
  • Brookstone Capital Management first reported a position in Lockheed Martin in Q3 2014 and has held it in 45 quarters since.
  • Brookstone Capital Management's Lockheed Martin position peaked at $20.9M in Q3 2024.
  • 568 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.