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Great Valley Advisor Group’s Lockheed Martin LMT Stock Holding History

Great Valley Advisor Group’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 		$4.51M Buy
8,859
+2
+0% +$1.08K 0.07% 243
2026
Q1 		$5.35M Sell
8,857
-57
-0.6% -$35.1K 0.1% 190
2025
Q4 		$4.31M Sell
8,914
-490
-5% -$234K 0.08% 211
2025
Q3 		$4.69M Sell
9,404
-1,458
-13% -$662K 0.09% 190
2025
Q2 		$5.03M Sell
10,862
-21,122
-66% -$9.89M 0.11% 173
2025
Q1 		$14.3M Sell
31,984
-6,935
-18% -$3.19M 0.31% 86
2024
Q4 		$18.9M Buy
38,919
+2,206
+6% +$1.2M 0.42% 61
2024
Q3 		$21.5M Sell
36,713
-742
-2% -$398K 0.53% 45
2024
Q2 		$17.5M Buy
37,455
+2,512
+7% +$1.16M 0.49% 53
2024
Q1 		$15.9M Buy
34,943
+6,771
+24% +$2.97M 0.48% 52
2023
Q4 		$12.8M Buy
28,172
+1,305
+5% +$578K 0.45% 57
2023
Q3 		$11M Buy
26,867
+3,806
+17% +$1.69M 0.46% 58
2023
Q2 		$10.6M Buy
23,061
+2,244
+11% +$1.04M 0.45% 58
2023
Q1 		$9.84M Buy
20,817
+6,145
+42% +$2.88M 0.46% 56
2022
Q4 		$7.14M Sell
14,672
-170
-1% -$79K 0.36% 65
2022
Q3 		$5.73M Sell
14,842
-6
-0% -$2.5K 0.32% 76
2022
Q2 		$6.38M Buy
14,848
+1,795
+14% +$788K 0.35% 75
2022
Q1 		$5.42M Buy
13,053
+613
+5% +$248K 0.32% 85
2021
Q4 		$4.38M Buy
12,440
+233
+2% +$80.6K 0.27% 97
2021
Q3 		$4.21M Buy
12,207
+466
+4% +$169K 0.29% 88
2021
Q2 		$4.41M Buy
11,741
+1,222
+12% +$470K 0.33% 77
2021
Q1 		$3.89M Buy
10,519
+219
+2% +$75.1K 0.37% 56
2020
Q4 		$3.66M Buy
10,300
+3,329
+48% +$1.22M 0.38% 62
2020
Q3 		$2.67M Sell
6,971
-278
-4% -$106K 0.33% 71
2020
Q2 		$2.65M Buy
7,249
+511
+8% +$193K 0.43% 59
2020
Q1 		$2.28M Sell
6,738
-40
-0.6% -$15.7K 0.6% 44
2019
Q4 		$2.64M Sell
6,778
-590
-8% -$226K 0.59% 45
2019
Q3 		$2.88M Sell
7,368
-215
-3% -$80.9K 0.69% 35
2019
Q2 		$2.76M Buy
7,583
+2,821
+59% +$944K 0.69% 38
2019
Q1 		$1.43M Buy
4,762
+927
+24% +$272K 0.45% 61
2018
Q4 		$1M Buy
+3,835
New +$1.16M 0.38% 70

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Great Valley Advisor Group's LMT Position: Q2 2026 in Review

Great Valley Advisor Group increased its Lockheed Martin (LMT) stake by 0.02% in Q2 2026, buying an estimated $1.08K and bringing the position to 8,859 shares worth $4.51M. The position accounts for 0.07% of the portfolio, ranked #243.

Great Valley Advisor Group first reported a position in LMT in Q4 2018 and has held it in 31 quarters since. The position peaked at $21.5M in Q3 2024. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Great Valley Advisor Group held 8,859 shares of Lockheed Martin worth $4.51M as of Q2 2026.
  • Great Valley Advisor Group bought 2 Lockheed Martin shares in Q2 2026, an estimated $1.08K.
  • Lockheed Martin made up 0.07% of Great Valley Advisor Group's portfolio in Q2 2026, its #243 holding.
  • Great Valley Advisor Group first reported a position in Lockheed Martin in Q4 2018 and has held it in 31 quarters since.
  • Great Valley Advisor Group's Lockheed Martin position peaked at $21.5M in Q3 2024.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.