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Garrett Wealth Advisory Group’s Lockheed Martin LMT Stock Holding History

Garrett Wealth Advisory Group’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 		$2.19M Buy
4,304
+5
+0.1% +$2.7K 0.34% 30
2026
Q1 		$2.6M Buy
4,299
+135
+3% +$83.2K 0.46% 25
2025
Q4 		$2.01M Sell
4,164
-93
-2% -$44.5K 0.38% 23
2025
Q3 		$2.13M Buy
4,257
+76
+2% +$34.5K 0.41% 22
2025
Q2 		$1.94M Buy
4,181
+8
+0.2% +$3.75K 0.41% 22
2025
Q1 		$1.86M Buy
4,173
+405
+11% +$186K 0.42% 25
2024
Q4 		$1.83M Buy
3,768
+15
+0.4% +$8.18K 0.42% 24
2024
Q3 		$2.19M Buy
3,753
+6
+0.2% +$3.22K 0.54% 22
2024
Q2 		$1.75M Buy
3,747
+1,519
+68% +$702K 0.64% 22
2024
Q1 		$1.01M Buy
2,228
+8
+0.4% +$3.51K 0.42% 23
2023
Q4 		$1.01M Buy
2,220
+5
+0.2% +$2.21K 0.42% 24
2023
Q3 		$906K Buy
2,215
+6
+0.3% +$2.66K 0.41% 24
2023
Q2 		$1.02M Buy
2,209
+4
+0.2% +$1.86K 0.45% 25
2023
Q1 		$1.04M Buy
2,205
+16
+0.7% +$7.5K 0.51% 24
2022
Q4 		$1.07M Buy
2,189
+24
+1% +$11.2K 0.55% 24
2022
Q3 		$836K Buy
2,165
+5
+0.2% +$2.09K 0.47% 24
2022
Q2 		$929K Buy
2,160
+4
+0.2% +$1.76K 0.51% 24
2022
Q1 		$951K Buy
2,156
+5
+0.2% +$2.03K 0.49% 27
2021
Q4 		$765K Buy
2,151
+5
+0.2% +$1.73K 0.37% 29
2021
Q3 		$740K Buy
2,146
+3
+0.1% +$1.09K 0.47% 22
2021
Q2 		$811K Sell
2,143
-6
-0.3% -$2.31K 0.53% 18
2021
Q1 		$794K Sell
2,149
-3
-0.1% -$1.03K 0.56% 19
2020
Q4 		$764K Sell
2,152
-134
-6% -$49.3K 0.57% 21
2020
Q3 		$876K Buy
2,286
+105
+5% +$40.1K 0.69% 20
2020
Q2 		$796K Buy
2,181
+4
+0.2% +$1.51K 0.64% 21
2020
Q1 		$739K Buy
2,177
+9
+0.4% +$3.54K 0.7% 21
2019
Q4 		$843K Buy
2,168
+5
+0.2% +$1.92K 0.62% 25
2019
Q3 		$844K Buy
2,163
+4
+0.2% +$1.5K 0.59% 27
2019
Q2 		$787K Buy
2,159
+16
+0.7% +$5.35K 0.63% 24
2019
Q1 		$645K Buy
2,143
+454
+27% +$133K 0.53% 24
2018
Q4 		$441K Buy
+1,689
New +$512K 0.4% 27

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

Garrett Wealth Advisory Group's LMT Position: Q2 2026 in Review

Garrett Wealth Advisory Group increased its Lockheed Martin (LMT) stake by 0.12% in Q2 2026, buying an estimated $2.7K and bringing the position to 4,304 shares worth $2.19M. The position accounts for 0.34% of the portfolio, ranked #30.

Garrett Wealth Advisory Group first reported a position in LMT in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.6M in Q1 2026. 2,771 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Garrett Wealth Advisory Group held 4,304 shares of Lockheed Martin worth $2.19M as of Q2 2026.
  • Garrett Wealth Advisory Group bought 5 Lockheed Martin shares in Q2 2026, an estimated $2.7K.
  • Lockheed Martin made up 0.34% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #30 holding.
  • Garrett Wealth Advisory Group first reported a position in Lockheed Martin in Q4 2018 and has held it in 31 quarters since.
  • Garrett Wealth Advisory Group's Lockheed Martin position peaked at $2.6M in Q1 2026.
  • 2,771 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.