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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 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. 487 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.
487 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.