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Halbert Hargrove Global Advisors’s Lockheed Martin LMT Stock Holding History

Halbert Hargrove Global Advisors’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 		$4.91K Buy
10
+1
+11% +$541 ﹤0.01% 343
2026
Q1 		$5.44K Sell
9
-6
-40% -$3.7K ﹤0.01% 318
2025
Q4 		$7.26K Sell
15
-7
-32% -$3.35K ﹤0.01% 308
2025
Q3 		$11K Buy
22
+7
+47% +$3.18K ﹤0.01% 320
2025
Q2 		$6.95K Sell
15
-4
-21% -$1.87K ﹤0.01% 248
2025
Q1 		$8.49K Buy
19
+4
+27% +$1.84K ﹤0.01% 266
2024
Q4 		$7.29K Buy
+15
New +$8.18K ﹤0.01% 243

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Halbert Hargrove Global Advisors's LMT Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its Lockheed Martin (LMT) stake by 11% in Q2 2026, buying an estimated $541 and bringing the position to 10 shares worth $4.91K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Halbert Hargrove Global Advisors first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $11K in Q3 2025. 2,755 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Halbert Hargrove Global Advisors held 10 shares of Lockheed Martin worth $4.91K as of Q2 2026.
  • Halbert Hargrove Global Advisors bought 1 Lockheed Martin share in Q2 2026, an estimated $541.
  • Lockheed Martin made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #343 holding.
  • Halbert Hargrove Global Advisors first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • Halbert Hargrove Global Advisors's Lockheed Martin position peaked at $11K in Q3 2025.
  • 2,755 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.