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Brookwood Investment Group’s Lockheed Martin LMT Stock Holding History

Brookwood Investment Group’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 		$824K Buy
1,618
+369
+30% +$199K 0.09% 215
2026
Q1 		$755K Sell
1,249
-468
-27% -$288K 0.09% 205
2025
Q4 		$831K Sell
1,717
-15
-0.9% -$7.18K 0.1% 193
2025
Q3 		$865K Buy
1,732
+1
+0.1% +$454 0.11% 169
2025
Q2 		$802K Buy
1,731
+309
+22% +$145K 0.13% 164
2025
Q1 		$635K Buy
+1,422
New +$655K 0.11% 184

Other funds holding LMT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
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

Brookwood Investment Group's LMT Position: Q2 2026 in Review

Brookwood Investment Group increased its Lockheed Martin (LMT) stake by 30% in Q2 2026, buying an estimated $199K and bringing the position to 1,618 shares worth $824K. The position accounts for 0.09% of the portfolio, ranked #215.

Brookwood Investment Group first reported a position in LMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $865K in Q3 2025. 1,052 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Brookwood Investment Group held 1,618 shares of Lockheed Martin worth $824K as of Q2 2026.
  • Brookwood Investment Group bought 369 Lockheed Martin shares in Q2 2026, an estimated $199K.
  • Lockheed Martin made up 0.09% of Brookwood Investment Group's portfolio in Q2 2026, its #215 holding.
  • Brookwood Investment Group first reported a position in Lockheed Martin in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's Lockheed Martin position peaked at $865K in Q3 2025.
  • 1,052 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.