Brown Shipley & Co
LMT icon

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
Q3 		$86.6K Hold
170
– – 0.04% 52
2026
Q2 		$86.6K Buy
+170
New +$91.9K 0.04% 47

Other funds holding LMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Brown Shipley & Co's LMT Position: Q3 2026 in Review

Brown Shipley & Co held its Lockheed Martin (LMT) position steady in Q3 2026 at 170 shares worth $86.6K. The position accounts for 0.04% of the portfolio, ranked #52.

Brown Shipley & Co first reported a position in LMT in Q2 2026 and has held it in 2 quarters since. The position peaked at $86.6K in Q2 2026. 1,927 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Brown Shipley & Co held 170 shares of Lockheed Martin worth $86.6K as of Q3 2026.
  • Brown Shipley & Co left its Lockheed Martin share count unchanged in Q3 2026.
  • Lockheed Martin made up 0.04% of Brown Shipley & Co's portfolio in Q3 2026, its #52 holding.
  • Brown Shipley & Co first reported a position in Lockheed Martin in Q2 2026 and has held it in 2 quarters since.
  • Brown Shipley & Co's Lockheed Martin position peaked at $86.6K in Q2 2026.
  • 1,927 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Brown Shipley & Co's 13F filing for Q3 2026, filed 9 Oct 2026.