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Financial Gravity Companies’s Lockheed Martin LMT Stock Holding History

Financial Gravity Companies’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 		$438K Buy
+859
New +$464K 0.07% 112
2025
Q2 		$472K Buy
+1,019
New +$477K 0.09% 103
2024
Q4 		$442K Sell
909
-107
-11% -$58.3K 0.1% 96
2024
Q3 		$594K Buy
+1,016
New +$545K 0.16% 64
2018
Q4 		$331K Buy
+1,138
New +$345K 0.3% 52
2018
Q1 		$359K Buy
1,173
+268
+30% +$91.2K 0.37% 45
2017
Q4 		$321K Buy
+905
New +$285K 0.37% 44

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

Financial Gravity Companies's LMT Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Lockheed Martin (LMT) in Q2 2026: 859 shares worth $438K. The stake represents 0.07% of the portfolio and ranks #112 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in LMT as recently as Q2 2025.

Financial Gravity Companies first reported a position in LMT in Q4 2017 and has held it in 7 quarters since. The position peaked at $594K in Q3 2024. 2,776 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Financial Gravity Companies held 859 shares of Lockheed Martin worth $438K as of Q2 2026.
  • Lockheed Martin was a new Financial Gravity Companies position in Q2 2026.
  • Lockheed Martin made up 0.07% of Financial Gravity Companies's portfolio in Q2 2026, its #112 holding.
  • Financial Gravity Companies first reported a position in Lockheed Martin in Q4 2017 and has held it in 7 quarters since.
  • Financial Gravity Companies's Lockheed Martin position peaked at $594K in Q3 2024.
  • 2,776 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.