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Gladstone Institutional Advisory’s Lockheed Martin LMT Stock Holding History

Gladstone Institutional Advisory’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 		$2.85M Sell
5,598
-1,399
-20% -$756K 0.09% 229
2026
Q1 		$4.23M Buy
6,997
+958
+16% +$590K 0.16% 149
2025
Q4 		$2.92M Buy
6,039
+176
+3% +$84.2K 0.11% 202
2025
Q3 		$2.93M Buy
5,863
+610
+12% +$277K 0.11% 191
2025
Q2 		$2.43M Sell
5,253
-46
-0.9% -$21.5K 0.1% 212
2025
Q1 		$2.37M Sell
5,299
-470
-8% -$216K 0.11% 199
2024
Q4 		$2.8M Buy
5,769
+558
+11% +$304K 0.13% 177
2024
Q3 		$3.05M Sell
5,211
-3,471
-40% -$1.86M 0.15% 167
2024
Q2 		$4.06M Sell
8,682
-285
-3% -$132K 0.21% 128
2024
Q1 		$4.08M Sell
8,967
-1,512
-14% -$663K 0.22% 123
2023
Q4 		$4.75M Buy
10,479
+1,932
+23% +$856K 0.27% 101
2023
Q3 		$3.5M Buy
8,547
+448
+6% +$199K 0.23% 113
2023
Q2 		$3.73M Buy
8,099
+3,305
+69% +$1.53M 0.23% 115
2023
Q1 		$2.27M Sell
4,794
-674
-12% -$316K 0.15% 181
2022
Q4 		$2.66M Sell
5,468
-1,183
-18% -$550K 0.19% 158
2022
Q3 		$2.57M Sell
6,651
-1,083
-14% -$452K 0.2% 128
2022
Q2 		$3.33M Sell
7,734
-3,205
-29% -$1.41M 0.26% 93
2022
Q1 		$4.83M Buy
10,939
+1,170
+12% +$474K 0.33% 80
2021
Q4 		$3.47M Buy
9,769
+2,781
+40% +$962K 0.27% 107
2021
Q3 		$2.41M Buy
6,988
+4,630
+196% +$1.68M 0.24% 124
2021
Q2 		$892K Buy
2,358
+950
+67% +$365K 0.11% 207
2021
Q1 		$520K Buy
1,408
+730
+108% +$250K 0.08% 230
2020
Q4 		$241K Sell
678
-50
-7% -$18.4K 0.05% 267
2020
Q3 		$279K Buy
728
+65
+10% +$24.8K 0.07% 217
2020
Q2 		$242K Sell
663
-321
-33% -$121K 0.06% 196
2020
Q1 		$333K Buy
984
+375
+62% +$147K 0.09% 176
2019
Q4 		$237K Sell
609
-63
-9% -$24.2K 0.06% 230
2019
Q3 		$263K Buy
+672
New +$253K 0.07% 223

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

Gladstone Institutional Advisory's LMT Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Lockheed Martin (LMT) stake by 20% in Q2 2026, selling an estimated $756K and leaving 5,598 shares worth $2.85M. The position accounts for 0.09% of the portfolio, ranked #229.

Gladstone Institutional Advisory first reported a position in LMT in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.83M in Q1 2022. 2,784 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Gladstone Institutional Advisory held 5,598 shares of Lockheed Martin worth $2.85M as of Q2 2026.
  • Gladstone Institutional Advisory sold 1,399 Lockheed Martin shares in Q2 2026, an estimated $756K.
  • Lockheed Martin made up 0.09% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #229 holding.
  • Gladstone Institutional Advisory first reported a position in Lockheed Martin in Q3 2019 and has held it in 28 quarters since.
  • Gladstone Institutional Advisory's Lockheed Martin position peaked at $4.83M in Q1 2022.
  • 2,784 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.