GI
LMT icon

Gradient Investments’s Lockheed Martin LMT Stock Holding History

Gradient Investments’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 		$6.2M Buy
12,164
+67
+0.6% +$36.2K 0.09% 173
2026
Q1 		$7.31M Buy
12,097
+132
+1% +$81.3K 0.11% 166
2025
Q4 		$5.79M Sell
11,965
-114
-0.9% -$54.6K 0.09% 170
2025
Q3 		$6.03M Buy
12,079
+118
+1% +$53.5K 0.1% 162
2025
Q2 		$5.54M Buy
11,961
+95
+0.8% +$44.5K 0.1% 158
2025
Q1 		$5.3M Buy
11,866
+356
+3% +$164K 0.11% 154
2024
Q4 		$5.59M Buy
11,510
+84
+0.7% +$45.8K 0.11% 147
2024
Q3 		$6.68M Buy
11,426
+30
+0.3% +$16.1K 0.14% 134
2024
Q2 		$5.32M Buy
11,396
+125
+1% +$57.8K 0.12% 145
2024
Q1 		$5.13M Sell
11,271
-245
-2% -$107K 0.12% 136
2023
Q4 		$5.22M Sell
11,516
-3,517
-23% -$1.56M 0.13% 134
2023
Q3 		$6.15M Sell
15,033
-33
-0.2% -$14.6K 0.16% 130
2023
Q2 		$6.94M Sell
15,066
-3,340
-18% -$1.55M 0.18% 128
2023
Q1 		$8.7M Sell
18,406
-1
-0% -$469 0.24% 119
2022
Q4 		$8.96M Buy
18,407
+11,918
+184% +$5.54M 0.28% 112
2022
Q3 		$2.51M Sell
6,489
-31
-0.5% -$12.9K 0.08% 158
2022
Q2 		$2.8M Sell
6,520
-310
-5% -$136K 0.08% 156
2022
Q1 		$3.02M Sell
6,830
-33,677
-83% -$13.7M 0.08% 151
2021
Q4 		$14.4M Sell
40,507
-12,577
-24% -$4.35M 0.37% 65
2021
Q3 		$18.3M Buy
53,084
+8,827
+20% +$3.19M 0.51% 42
2021
Q2 		$16.7M Buy
44,257
+569
+1% +$219K 0.49% 44
2021
Q1 		$16.1M Buy
43,688
+8,729
+25% +$2.99M 0.52% 40
2020
Q4 		$13.4M Sell
34,959
-360
-1% -$132K 0.57% 43
2020
Q3 		$13.5M Buy
35,319
+2,267
+7% +$865K 0.57% 43
2020
Q2 		$12.1M Sell
33,052
-709
-2% -$268K 0.55% 47
2020
Q1 		$11.4M Buy
33,761
+924
+3% +$363K 0.62% 34
2019
Q4 		$12.8M Buy
32,837
+1,104
+3% +$424K 0.57% 39
2019
Q3 		$12.4M Sell
31,733
-1,355
-4% -$510K 0.61% 29
2019
Q2 		$12M Buy
33,088
+4,614
+16% +$1.54M 0.62% 28
2019
Q1 		$8.55M Sell
28,474
-3,100
-10% -$909K 0.55% 37
2018
Q4 		$8.27M Buy
31,574
+1,218
+4% +$370K 0.5% 42
2018
Q3 		$10.5M Buy
30,356
+26,120
+617% +$8.43M 0.54% 30
2018
Q2 		$1.25M Buy
4,236
+26
+0.6% +$8.39K 0.07% 136
2018
Q1 		$1.42M Buy
4,210
+74
+2% +$25.2K 0.08% 129
2017
Q4 		$1.33M Hold
4,136
– – 0.08% 130
2017
Q3 		$1.28M Buy
4,136
+62
+2% +$18.5K 0.08% 104
2017
Q2 		$1.13M Buy
4,074
+16
+0.4% +$4.4K 0.08% 94
2017
Q1 		$1.09M Hold
4,058
– – 0.08% 100
2016
Q4 		$1.01M Sell
4,058
-25
-0.6% -$6.25K 0.09% 96
2016
Q3 		$979K Sell
4,083
-149
-4% -$37.3K 0.1% 96
2016
Q2 		$1.05M Sell
4,232
-16,961
-80% -$4M 0.11% 95
2016
Q1 		$4.69M Sell
21,193
-447
-2% -$96.2K 0.58% 28
2015
Q4 		$4.7M Sell
21,640
-31
-0.1% -$6.73K 0.63% 24
2015
Q3 		$4.49M Sell
21,671
-2,829
-12% -$576K 0.64% 27
2015
Q2 		$4.55M Buy
24,500
+1,298
+6% +$250K 0.62% 28
2015
Q1 		$4.71M Buy
23,202
+616
+3% +$122K 0.7% 27
2014
Q4 		$4.35M Buy
22,586
+1,648
+8% +$306K 0.72% 25
2014
Q3 		$3.83M Sell
20,938
-43
-0.2% -$7.32K 0.69% 24
2014
Q2 		$3.37M Buy
20,981
+6,432
+44% +$1.05M 0.66% 25
2014
Q1 		$2.38M Buy
14,549
+639
+5% +$100K 0.55% 29
2013
Q4 		$2.07M Buy
13,910
+1,162
+9% +$158K 0.55% 27
2013
Q3 		$1.63M Buy
12,748
+874
+7% +$106K 0.51% 34
2013
Q2 		$1.29M Buy
+11,874
New +$1.21M 0.48% 38

Other funds holding LMT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Gradient Investments's LMT Position: Q2 2026 in Review

Gradient Investments increased its Lockheed Martin (LMT) stake by 0.55% in Q2 2026, buying an estimated $36.2K and bringing the position to 12,164 shares worth $6.2M. The position accounts for 0.09% of the portfolio, ranked #173.

Gradient Investments first reported a position in LMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.3M in Q3 2021. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Gradient Investments held 12,164 shares of Lockheed Martin worth $6.2M as of Q2 2026.
  • Gradient Investments bought 67 Lockheed Martin shares in Q2 2026, an estimated $36.2K.
  • Lockheed Martin made up 0.09% of Gradient Investments's portfolio in Q2 2026, its #173 holding.
  • Gradient Investments first reported a position in Lockheed Martin in Q2 2013 and has held it in 53 quarters since.
  • Gradient Investments's Lockheed Martin position peaked at $18.3M in Q3 2021.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.