Brown Shipley & Co’s Lockheed Martin LMT Stock Holding History

Brown Shipley & Co’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	$86.6K	Buy	+170	New	+$91.9K	0.04%	47

Other funds holding LMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Brown Shipley & Co's LMT Position: Q2 2026 in Review

Brown Shipley & Co opened a new position in Lockheed Martin (LMT) in Q2 2026: 170 shares worth $86.6K. The stake represents 0.04% of the portfolio and ranks #47 among its holdings.

1,322 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Brown Shipley & Co held 170 shares of Lockheed Martin worth $86.6K as of Q2 2026.
Lockheed Martin was a new Brown Shipley & Co position in Q2 2026.
Lockheed Martin made up 0.04% of Brown Shipley & Co's portfolio in Q2 2026, its #47 holding.
1,322 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Brown Shipley & Co's 13F filing for Q2 2026, filed 14 Jul 2026.