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Bridgelight Financial Advisors, Inc.’s Lockheed Martin LMT Stock Holding History

Bridgelight Financial Advisors, 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 		$441K Buy
865
+76
+10% +$41.1K 0.3% 29
2026
Q1 		$477K Buy
789
+145
+23% +$89.3K 0.4% 24
2025
Q4 		$311K Buy
+644
New +$308K 0.27% 31

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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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Bridgelight Financial Advisors, Inc.'s LMT Position: Q2 2026 in Review

Bridgelight Financial Advisors, Inc. increased its Lockheed Martin (LMT) stake by 9.6% in Q2 2026, buying an estimated $41.1K and bringing the position to 865 shares worth $441K. The position accounts for 0.3% of the portfolio, ranked #29.

Bridgelight Financial Advisors, Inc. first reported a position in LMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $477K in Q1 2026. 1,253 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Bridgelight Financial Advisors, Inc. held 865 shares of Lockheed Martin worth $441K as of Q2 2026.
  • Bridgelight Financial Advisors, Inc. bought 76 Lockheed Martin shares in Q2 2026, an estimated $41.1K.
  • Lockheed Martin made up 0.3% of Bridgelight Financial Advisors, Inc.'s portfolio in Q2 2026, its #29 holding.
  • Bridgelight Financial Advisors, Inc. first reported a position in Lockheed Martin in Q4 2025 and has held it in 3 quarters since.
  • Bridgelight Financial Advisors, Inc.'s Lockheed Martin position peaked at $477K in Q1 2026.
  • 1,253 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Bridgelight Financial Advisors, Inc.'s 13F filing for Q2 2026, filed 30 Jul 2026.