J. M. Brown & Associates Inc.’s Lockheed Martin LMT Stock Holding History

J. M. Brown & Associates Inc.’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	$328K	Buy	+643	New	+$348K	0.19%	134

Other funds holding LMT

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 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

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

J. M. Brown & Associates Inc.'s LMT Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in Lockheed Martin (LMT) in Q2 2026: 643 shares worth $328K. The stake represents 0.19% of the portfolio and ranks #134 among its holdings.

898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

J. M. Brown & Associates Inc. held 643 shares of Lockheed Martin worth $328K as of Q2 2026.
Lockheed Martin was a new J. M. Brown & Associates Inc. position in Q2 2026.
Lockheed Martin made up 0.19% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #134 holding.
898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.