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Morton Brown Family Wealth’s Lockheed Martin LMT Stock Holding History

Morton Brown Family Wealth’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 		$2.55K Hold
5
– – ﹤0.01% 254
2026
Q1 		$3.02K Hold
5
– – ﹤0.01% 240
2025
Q4 		$2.42K Buy
+5
New +$2.39K ﹤0.01% 248

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Morton Brown Family Wealth's LMT Position: Q2 2026 in Review

Morton Brown Family Wealth held its Lockheed Martin (LMT) position steady in Q2 2026 at 5 shares worth $2.55K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Morton Brown Family Wealth first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.02K in Q1 2026. 2,764 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Morton Brown Family Wealth held 5 shares of Lockheed Martin worth $2.55K as of Q2 2026.
  • Morton Brown Family Wealth left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #254 holding.
  • Morton Brown Family Wealth first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • Morton Brown Family Wealth's Lockheed Martin position peaked at $3.02K in Q1 2026.
  • 2,764 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.