GIM
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Groesbeck Investment Management’s Lockheed Martin LMT Stock Holding History

Groesbeck Investment 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 		$170K Sell
334
-24
-7% -$13K 0.27% 62
2026
Q1 		$216K Hold
358
– – 0.42% 56
2025
Q4 		$173K Buy
+358
New +$171K 0.33% 58
2025
Q2 		– Sell
-537
Closed -$240K – 75
2025
Q1 		$240K Sell
537
-159
-23% -$73.2K 0.34% 79
2024
Q4 		$338K Hold
696
– – 0.44% 67
2024
Q3 		$407K Sell
696
-367
-35% -$197K 0.6% 54
2024
Q2 		$497K Sell
1,063
-433
-29% -$200K 0.69% 52
2024
Q1 		$680K Sell
1,496
-164
-10% -$71.9K 0.72% 48
2023
Q4 		$752K Hold
1,660
– – 1.04% 32
2023
Q3 		$679K Buy
1,660
+201
+14% +$89.2K 1.03% 34
2023
Q2 		$672K Sell
1,459
-327
-18% -$152K 1.02% 33
2023
Q1 		$844K Hold
1,786
– – 1.27% 27
2022
Q4 		$869K Hold
1,786
– – 1.46% 25
2022
Q3 		$768K Hold
1,786
– – 1.27% 25
2022
Q2 		$768K Sell
1,786
-104
-6% -$45.7K 1.27% 25
2022
Q1 		$834K Buy
1,890
+25
+1% +$10.1K 0.93% 39
2021
Q4 		$663K Sell
1,865
-189
-9% -$65.4K 0.84% 41
2021
Q3 		$709K Sell
2,054
-397
-16% -$144K 0.82% 40
2021
Q2 		$927K Buy
2,451
+326
+15% +$125K 1.18% 29
2021
Q1 		$785K Buy
2,125
+300
+16% +$103K 1.13% 28
2020
Q4 		$648K Sell
1,825
-43
-2% -$15.8K 1.06% 36
2020
Q3 		$716K Buy
1,868
+352
+23% +$134K 1.34% 24
2020
Q2 		$553K Buy
1,516
+631
+71% +$238K 1.1% 38
2020
Q1 		$300K Buy
885
+295
+50% +$116K 0.81% 49
2019
Q4 		$230K Buy
590
+10
+2% +$3.84K 0.17% 95
2019
Q3 		$226K Buy
+580
New +$218K 0.17% 97

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

Groesbeck Investment Management's LMT Position: Q2 2026 in Review

Groesbeck Investment Management reduced its Lockheed Martin (LMT) stake by 6.7% in Q2 2026, selling an estimated $13K and leaving 334 shares worth $170K. The position accounts for 0.27% of the portfolio, ranked #62.

Groesbeck Investment Management first reported a position in LMT in Q3 2019 and has held it in 26 quarters since. The position peaked at $927K in Q2 2021. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Groesbeck Investment Management held 334 shares of Lockheed Martin worth $170K as of Q2 2026.
  • Groesbeck Investment Management sold 24 Lockheed Martin shares in Q2 2026, an estimated $13K.
  • Lockheed Martin made up 0.27% of Groesbeck Investment Management's portfolio in Q2 2026, its #62 holding.
  • Groesbeck Investment Management first reported a position in Lockheed Martin in Q3 2019 and has held it in 26 quarters since.
  • Groesbeck Investment Management's Lockheed Martin position peaked at $927K in Q2 2021.
  • 898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Groesbeck Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.