Gradient Investments LLC

SEC CIK: 0001542265
Latest filing: Jul 8, 2026

SEC filings (opens in a new tab)

LMT holding history

Lockheed Martin Corp in every 13F filed by Gradient Investments LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LMT overview All 13F holders of LMT Full Q2 2026 holdings

Shares (Q2 2026): 12,164
Value: $6.20M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of LMT by Gradient Investments LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	12,164	$6.20M	0.1%	+67+0.6%	Added	Holders
Q1 2026	12,097	$7.31M	0.1%	+132+1.1%	Added	Holders
Q4 2025	11,965	$5.79M	0.1%	−114−0.9%	Reduced	Holders
Q3 2025	12,079	$6.03M	0.1%	+118+1.0%	Added	Holders
Q2 2025	11,961	$5.54M	0.1%	+95+0.8%	Added	Holders
Q1 2025	11,866	$5.30M	0.1%	+356+3.1%	Added	Holders
Q4 2024	11,510	$5.59M	0.1%	+84+0.7%	Added	Holders
Q3 2024	11,426	$6.68M	0.1%	+30+0.3%	Added	Holders
Q2 2024	11,396	$5.32M	0.1%	+125+1.1%	Added	Holders
Q1 2024	11,271	$5.13M	0.1%	−245−2.1%	Reduced	Holders
Q4 2023	11,516	$5.22M	0.1%	−3,517−23.4%	Reduced	Holders
Q3 2023	15,033	$6.15M	0.2%	−33−0.2%	Reduced	Holders
Q2 2023	15,066	$6.94M	0.2%	−3,340−18.1%	Reduced	Holders
Q1 2023	18,406	$8.70M	0.2%	−10.0%	Reduced	Holders
Q4 2022	18,407	$8.96M	0.3%	+11,918+183.7%	Added	Holders
Q3 2022	6,489	$2.51M	0.1%	−31−0.5%	Reduced	Holders
Q2 2022	6,520	$2.80M	0.1%	−310−4.5%	Reduced	Holders
Q1 2022	6,830	$3.02M	0.1%	−33,677−83.1%	Reduced	Holders
Q4 2021	40,507	$14.4M	0.4%	−12,577−23.7%	Reduced	Holders
Q3 2021	53,084	$18.3M	0.5%	+8,827+19.9%	Added	Holders
Q2 2021	44,257	$16.7M	0.5%	+569+1.3%	Added	Holders
Q1 2021	43,688	$16.1M	0.5%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.