Gerber Kawasaki Wealth & Investment Management’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.17M | Sell |
2,293
-50
| -2% | -$27K | 0.03% | 162 |
|
|
2026
Q1 | $1.42M | Sell |
2,343
-363
| -13% | -$224K | 0.05% | 140 |
|
|
2025
Q4 | $1.31M | Sell |
2,706
-104
| -4% | -$49.8K | 0.05% | 145 |
|
|
2025
Q3 | $1.4M | Sell |
2,810
-128
| -4% | -$58.1K | 0.05% | 134 |
|
|
2025
Q2 | $1.36M | Sell |
2,938
-77
| -3% | -$36K | 0.05% | 130 |
|
|
2025
Q1 | $1.35M | Sell |
3,015
-490
| -14% | -$226K | 0.06% | 126 |
|
|
2024
Q4 | $1.7M | Buy |
3,505
+344
| +11% | +$188K | 0.07% | 115 |
|
|
2024
Q3 | $1.85M | Sell |
3,161
-6
| -0.2% | -$3.22K | 0.09% | 109 |
|
|
2024
Q2 | $1.48M | Sell |
3,167
-54
| -2% | -$25K | 0.07% | 113 |
|
|
2024
Q1 | $1.47M | Sell |
3,221
-262
| -8% | -$115K | 0.08% | 117 |
|
|
2023
Q4 | $1.58M | Buy |
3,483
+112
| +3% | +$49.6K | 0.09% | 111 |
|
|
2023
Q3 | $1.38M | Buy |
3,371
+117
| +4% | +$51.9K | 0.09% | 110 |
|
|
2023
Q2 | $1.5M | Buy |
3,254
+267
| +9% | +$124K | 0.1% | 103 |
|
|
2023
Q1 | $1.41M | Sell |
2,987
-84
| -3% | -$39.4K | 0.11% | 103 |
|
|
2022
Q4 | $1.49M | Buy |
3,071
+9
| +0.3% | +$4.18K | 0.13% | 97 |
|
|
2022
Q3 | $1.18M | Buy |
3,062
+29
| +1% | +$12.1K | 0.11% | 106 |
|
|
2022
Q2 | $1.3M | Buy |
3,033
+5
| +0.2% | +$2.19K | 0.12% | 98 |
|
|
2022
Q1 | $1.34M | Buy |
3,028
+191
| +7% | +$77.4K | 0.11% | 95 |
|
|
2021
Q4 | $1.01M | Buy |
2,837
+2,761
| +3,633% | +$955K | 0.08% | 108 |
|
|
2021
Q3 | $76K | Sell |
76
-3,012
| -98% | -$1.09M | 0.01% | 271 |
|
|
2021
Q2 | $1.17M | Buy |
3,088
+163
| +6% | +$62.7K | 0.12% | 95 |
|
|
2021
Q1 | $1.08M | Sell |
2,925
-82
| -3% | -$28.1K | 0.13% | 92 |
|
|
2020
Q4 | $1.07M | Sell |
3,007
-383
| -11% | -$141K | 0.15% | 75 |
|
|
2020
Q3 | $1.3M | Buy |
3,390
+32
| +1% | +$12.2K | 0.28% | 54 |
|
|
2020
Q2 | $1.23M | Sell |
3,358
-235
| -7% | -$88.8K | 0.27% | 60 |
|
|
2020
Q1 | $1.22M | Sell |
3,593
-1,172
| -25% | -$461K | 0.35% | 58 |
|
|
2019
Q4 | $1.85M | Buy |
4,765
+19
| +0.4% | +$7.29K | 0.47% | 46 |
|
|
2019
Q3 | $1.85M | Buy |
4,746
+210
| +5% | +$79K | 0.53% | 41 |
|
|
2019
Q2 | $1.65M | Sell |
4,536
-90
| -2% | -$30.1K | 0.48% | 43 |
|
|
2019
Q1 | $1.39M | Sell |
4,626
-288
| -6% | -$84.5K | 0.41% | 46 |
|
|
2018
Q4 | $1.29M | Sell |
4,914
-63
| -1% | -$19.1K | 0.45% | 44 |
|
|
2018
Q3 | $1.73M | Sell |
4,977
-2,954
| -37% | -$953K | 0.47% | 41 |
|
|
2018
Q2 | $2.37M | Sell |
7,931
-6,160
| -44% | -$1.99M | 0.71% | 35 |
|
|
2018
Q1 | $4.76M | Sell |
14,091
-153
| -1% | -$52.1K | 1.53% | 21 |
|
|
2017
Q4 | $4.57M | Sell |
14,244
-26
| -0.2% | -$8.2K | 1.58% | 20 |
|
|
2017
Q3 | $4.53M | Sell |
14,270
-809
| -5% | -$241K | 1.65% | 20 |
|
|
2017
Q2 | $4.31M | Sell |
15,079
-116
| -0.8% | -$31.9K | 1.63% | 19 |
|
|
2017
Q1 | $4.06M | Sell |
15,195
-9,116
| -37% | -$2.39M | 1.74% | 19 |
|
|
2016
Q4 | $6.08M | Sell |
24,311
-2,496
| -9% | -$624K | 3.2% | 8 |
|
|
2016
Q3 | $6.43M | Sell |
26,807
-3,616
| -12% | -$905K | 3.73% | 7 |
|
|
2016
Q2 | $7.55M | Buy |
30,423
+27
| +0.1% | +$6.37K | 4.76% | 5 |
|
|
2016
Q1 | $6.73M | Buy |
30,396
+3,834
| +14% | +$825K | 4.65% | 5 |
|
|
2015
Q4 | $5.77M | Buy |
+26,562
| New | +$5.76M | 3.9% | 8 |
|
Other funds holding LMT
Gerber Kawasaki Wealth & Investment Management's LMT Position: Q2 2026 in Review
Gerber Kawasaki Wealth & Investment Management reduced its Lockheed Martin (LMT) stake by 2.1% in Q2 2026, selling an estimated $27K and leaving 2,293 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #162.
Gerber Kawasaki Wealth & Investment Management first reported a position in LMT in Q4 2015 and has held it in 43 quarters since. The position peaked at $7.55M in Q2 2016. 1,812 funds tracked by Wall St. Rank hold LMT as of Q2 2026.
- Gerber Kawasaki Wealth & Investment Management held 2,293 shares of Lockheed Martin worth $1.17M as of Q2 2026.
- Gerber Kawasaki Wealth & Investment Management sold 50 Lockheed Martin shares in Q2 2026, an estimated $27K.
- Lockheed Martin made up 0.03% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #162 holding.
- Gerber Kawasaki Wealth & Investment Management first reported a position in Lockheed Martin in Q4 2015 and has held it in 43 quarters since.
- Gerber Kawasaki Wealth & Investment Management's Lockheed Martin position peaked at $7.55M in Q2 2016.
- 1,812 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.
Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.