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Gradient Capital Advisors, LLC

Position in LMT — Lockheed Martin Corp

CIK 1727917 SAN DIEGO, CA

Position in LMT

as of Jun 30, 2026 · filed Jul 13, 2026
Position Value
$878,818
-$168,589 QoQ
Shares Held
1,725
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#1,401
of 2,767 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in LMT Over Time

Shares Held

Position Value (USD)

Position in Aerospace & Defense

Industrials · as of Jun 30, 2026

Gradient Capital Advisors, LLC holds $1,499,836 across 3 Aerospace & Defense names. LMT ranks #1 (58.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LMT
Lockheed Martin Corp
This page
1,725 $878,818

All Filings in LMT

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $878,818 1,725
2026-03-31 $1,047,407 1,733
2025-12-31 $834,814 1,726
2025-09-30 $909,061 1,821
2025-06-30 $853,567 1,843
2025-03-31 $825,520 1,848
2024-12-31 $990,345 2,038
2024-09-30 $1,196,009 2,046
2024-06-30 $937,002 2,006
2024-03-31 $882,447 1,940
2023-12-31 $882,458 1,947
2023-09-30 $785,612 1,921
2023-06-30 $877,484 1,906
2023-03-31 $875,495 1,852
2022-12-31 $891,249 1,832
2022-09-30 $674,848 1,747
2022-06-30 $736,951 1,714
2022-03-31 $734,931 1,665
2021-12-31 $538,801 1,516
2021-09-30 $527,312 1,528
2021-06-30 $788,859 2,085
2021-03-31 $814,747 2,205
2020-12-31 $982,939 2,769
2020-09-30 $1,166,704 3,044
2020-06-30 $1,009,003 2,765
2020-03-31 $904,318 2,668