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
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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Financial Gravity Companies's LMT Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Lockheed Martin (LMT) in Q2 2025: 1,019 shares worth $472K. The stake represents 0.09% of the portfolio and ranks #103 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in LMT as recently as Q4 2024.

Financial Gravity Companies first reported a position in LMT in Q4 2017 and has held it in 6 quarters since. The position peaked at $594K in Q3 2024. 2,605 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

Financial Gravity Companies held 1,019 shares of Lockheed Martin worth $472K as of Q2 2025.
Lockheed Martin was a new Financial Gravity Companies position in Q2 2025.
Lockheed Martin made up 0.09% of Financial Gravity Companies's portfolio in Q2 2025, its #103 holding.
Financial Gravity Companies first reported a position in Lockheed Martin in Q4 2017 and has held it in 6 quarters since.
Financial Gravity Companies's Lockheed Martin position peaked at $594K in Q3 2024.
2,605 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.