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Gradient Capital Advisors’s Lockheed Martin LMT Stock Holding History

Gradient Capital Advisors’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 		$879K Sell
1,725
-8
-0.5% -$4.33K 0.2% 81
2026
Q1 		$1.05M Buy
1,733
+7
+0.4% +$4.31K 0.27% 67
2025
Q4 		$835K Sell
1,726
-95
-5% -$45.5K 0.22% 80
2025
Q3 		$909K Sell
1,821
-22
-1% -$9.98K 0.24% 70
2025
Q2 		$854K Sell
1,843
-5
-0.3% -$2.34K 0.25% 70
2025
Q1 		$826K Sell
1,848
-190
-9% -$87.5K 0.27% 69
2024
Q4 		$990K Sell
2,038
-8
-0.4% -$4.36K 0.32% 61
2024
Q3 		$1.2M Buy
2,046
+40
+2% +$21.5K 0.4% 55
2024
Q2 		$937K Buy
2,006
+66
+3% +$30.5K 0.33% 60
2024
Q1 		$883K Sell
1,940
-7
-0.4% -$3.07K 0.32% 67
2023
Q4 		$883K Buy
1,947
+26
+1% +$11.5K 0.34% 67
2023
Q3 		$786K Buy
1,921
+15
+0.8% +$6.66K 0.33% 66
2023
Q2 		$878K Buy
1,906
+54
+3% +$25.1K 0.35% 63
2023
Q1 		$875K Buy
1,852
+20
+1% +$9.38K 0.37% 62
2022
Q4 		$891K Buy
1,832
+85
+5% +$39.5K 0.4% 60
2022
Q3 		$675K Buy
1,747
+33
+2% +$13.8K 0.32% 70
2022
Q2 		$737K Buy
1,714
+49
+3% +$21.5K 0.35% 62
2022
Q1 		$735K Buy
1,665
+149
+10% +$60.4K 0.31% 67
2021
Q4 		$539K Sell
1,516
-12
-0.8% -$4.15K 0.22% 78
2021
Q3 		$527K Sell
1,528
-557
-27% -$202K 0.24% 74
2021
Q2 		$789K Sell
2,085
-120
-5% -$46.1K 0.37% 58
2021
Q1 		$815K Sell
2,205
-564
-20% -$193K 0.43% 51
2020
Q4 		$983K Sell
2,769
-275
-9% -$101K 0.56% 41
2020
Q3 		$1.17M Buy
3,044
+279
+10% +$106K 0.73% 35
2020
Q2 		$1.01M Buy
2,765
+97
+4% +$36.6K 0.68% 38
2020
Q1 		$904K Buy
2,668
+362
+16% +$142K 0.73% 36
2019
Q4 		$898K Buy
2,306
+145
+7% +$55.6K 0.63% 36
2019
Q3 		$843K Buy
2,161
+158
+8% +$59.4K 0.63% 38
2019
Q2 		$728K Buy
+2,003
New +$670K 0.56% 44

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

Gradient Capital Advisors's LMT Position: Q2 2026 in Review

Gradient Capital Advisors reduced its Lockheed Martin (LMT) stake by 0.46% in Q2 2026, selling an estimated $4.33K and leaving 1,725 shares worth $879K. The position accounts for 0.2% of the portfolio, ranked #81.

Gradient Capital Advisors first reported a position in LMT in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.2M in Q3 2024. 2,761 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Gradient Capital Advisors held 1,725 shares of Lockheed Martin worth $879K as of Q2 2026.
  • Gradient Capital Advisors sold 8 Lockheed Martin shares in Q2 2026, an estimated $4.33K.
  • Lockheed Martin made up 0.2% of Gradient Capital Advisors's portfolio in Q2 2026, its #81 holding.
  • Gradient Capital Advisors first reported a position in Lockheed Martin in Q2 2019 and has held it in 29 quarters since.
  • Gradient Capital Advisors's Lockheed Martin position peaked at $1.2M in Q3 2024.
  • 2,761 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.