Grant Private Wealth Management’s Lockheed Martin LMT Stock Holding History

Grant Private Wealth 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	$320K	Hold	629	–	–	0.14%	119
2026 Q1	$380K	Buy	629 +17	+3%	+$10.5K	0.2%	98
2025 Q4	$296K	Hold	612	–	–	0.18%	103
2025 Q3	$306K	Sell	612 -4,385	-88%	-$1.99M	0.19%	101
2025 Q2	$2.31M	Buy	4,997 +4,342	+663%	+$2.03M	1.31%	26
2025 Q1	$293K	Buy	655 +6	+0.9%	+$2.76K	0.32%	95
2024 Q4	$315K	Buy	+649	New	+$354K	0.34%	79

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Grant Private Wealth Management's LMT Position: Q2 2026 in Review

Grant Private Wealth Management held its Lockheed Martin (LMT) position steady in Q2 2026 at 629 shares worth $320K. The position accounts for 0.14% of the portfolio, ranked #119.

Grant Private Wealth Management first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.31M in Q2 2025. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Grant Private Wealth Management held 629 shares of Lockheed Martin worth $320K as of Q2 2026.
Grant Private Wealth Management left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 0.14% of Grant Private Wealth Management's portfolio in Q2 2026, its #119 holding.
Grant Private Wealth Management first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
Grant Private Wealth Management's Lockheed Martin position peaked at $2.31M in Q2 2025.
2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.