Financial Gravity Asset Management’s Lockheed Martin LMT Stock Holding History

Financial Gravity Asset Management’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 Q1	$511K	Sell	846 -92	-10%	-$56.7K	0.09%	108
2025 Q4	$454K	Hold	938	–	–	0.09%	90
2025 Q3	$468K	Buy	+938	New	+$426K	0.09%	95
2025 Q1	$413K	Buy	+924	New	+$425K	0.09%	107
2024 Q2	$475K	Sell	1,016 -40	-4%	-$18.5K	0.12%	86
2024 Q1	$479K	Hold	1,056	–	–	0.13%	79
2023 Q4	$479K	Buy	+1,056	New	+$468K	0.13%	79
2021 Q3	$345K	Sell	18 -7	-28%	-$2.53K	0.16%	109
2021 Q2	$378K	Buy	+25	New	+$9.61K	0.14%	104
2020 Q4	$2K	Buy	+7	New	+$2.57K	﹤0.01%	327
2019 Q4	$421K	Sell	114 -28	-20%	-$10.7K	0.29%	27
2019 Q3	$55K	Sell	142 -37	-21%	-$13.9K	0.05%	279
2019 Q2	$65K	Sell	179 -25	-12%	-$8.36K	0.05%	279
2019 Q1	$62K	Buy	+204	New	+$59.8K	0.05%	270
2018 Q3	$357K	Buy	1,246 +45	+4%	+$14.5K	0.37%	43
2018 Q2	$376K	Buy	1,201 +28	+2%	+$9.03K	0.35%	41
2018 Q1	$359K	Buy	+1,173	New	+$399K	0.37%	45

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Gravity Asset Management's LMT Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its Lockheed Martin (LMT) stake by 9.8% in Q1 2026, selling an estimated $56.7K and leaving 846 shares worth $511K. The position accounts for 0.09% of the portfolio, ranked #108.

Financial Gravity Asset Management first reported a position in LMT in Q1 2018 and has held it in 17 quarters since. 2,937 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Financial Gravity Asset Management held 846 shares of Lockheed Martin worth $511K as of Q1 2026.
Financial Gravity Asset Management sold 92 Lockheed Martin shares in Q1 2026, an estimated $56.7K.
Lockheed Martin made up 0.09% of Financial Gravity Asset Management's portfolio in Q1 2026, its #108 holding.
Financial Gravity Asset Management first reported a position in Lockheed Martin in Q1 2018 and has held it in 17 quarters since.
2,937 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.