GIM
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Gold Investment Management’s Lockheed Martin LMT Stock Holding History

Gold Investment Management’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 		$5.05M Buy
9,917
+2
+0% +$1.08K 1.37% 22
2026
Q1 		$5.99M Buy
9,915
+138
+1% +$85K 1.86% 13
2025
Q4 		$4.73M Buy
9,777
+164
+2% +$78.5K 1.51% 19
2025
Q3 		$4.8M Buy
9,613
+186
+2% +$84.4K 1.61% 16
2025
Q2 		$4.38M Buy
9,427
+507
+6% +$237K 1.65% 16
2025
Q1 		$3.98M Buy
8,920
+309
+4% +$142K 1.68% 15
2024
Q4 		$4.18M Buy
8,611
+104
+1% +$56.7K 1.76% 16
2024
Q3 		$4.97M Sell
8,507
-1,398
-14% -$751K 2.08% 11
2024
Q2 		$4.63M Sell
9,905
-527
-5% -$244K 1.96% 12
2024
Q1 		$4.75M Sell
10,432
-661
-6% -$290K 1.92% 13
2023
Q4 		$5.03M Buy
+11,093
New +$4.91M 2.15% 9

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

Gold Investment Management's LMT Position: Q2 2026 in Review

Gold Investment Management increased its Lockheed Martin (LMT) stake by 0.02% in Q2 2026, buying an estimated $1.08K and bringing the position to 9,917 shares worth $5.05M. The position accounts for 1.37% of the portfolio, ranked #22.

Gold Investment Management first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.99M in Q1 2026. 2,785 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Gold Investment Management held 9,917 shares of Lockheed Martin worth $5.05M as of Q2 2026.
  • Gold Investment Management bought 2 Lockheed Martin shares in Q2 2026, an estimated $1.08K.
  • Lockheed Martin made up 1.37% of Gold Investment Management's portfolio in Q2 2026, its #22 holding.
  • Gold Investment Management first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
  • Gold Investment Management's Lockheed Martin position peaked at $5.99M in Q1 2026.
  • 2,785 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Gold Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.