AO
LMT icon

Advisor OS’s Lockheed Martin LMT Stock Holding History

Advisor OS’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 		$967K Buy
1,897
+297
+19% +$161K 0.06% 201
2026
Q1 		$968K Sell
1,600
-83
-5% -$51.1K 0.07% 187
2025
Q4 		$814K Buy
1,683
+492
+41% +$235K 0.07% 191
2025
Q3 		$595K Sell
1,191
-2,134
-64% -$968K 0.05% 229
2025
Q2 		$1.54M Buy
3,325
+374
+13% +$175K 0.15% 95
2025
Q1 		$1.32M Buy
2,951
+38
+1% +$17.5K 0.15% 95
2024
Q4 		$1.42M Buy
2,913
+396
+16% +$216K 0.16% 92
2024
Q3 		$1.47M Buy
2,517
+28
+1% +$15K 0.15% 112
2024
Q2 		$1.16M Buy
2,489
+379
+18% +$175K 0.13% 134
2024
Q1 		$960K Buy
2,110
+860
+69% +$377K 0.11% 169
2023
Q4 		$566K Buy
1,250
+296
+31% +$131K 0.07% 205
2023
Q3 		$390K Sell
954
-1,707
-64% -$757K 0.06% 203
2023
Q2 		$1.22M Sell
2,661
-1,379
-34% -$640K 0.2% 98
2023
Q1 		$1.91M Sell
4,040
-64
-2% -$30K 0.46% 52
2022
Q4 		$2M Buy
4,104
+980
+31% +$455K 0.53% 43
2022
Q3 		$1.21M Buy
3,124
+79
+3% +$33K 0.36% 56
2022
Q2 		$1.31M Buy
3,045
+1,103
+57% +$484K 0.38% 54
2022
Q1 		$858K Buy
1,942
+401
+26% +$163K 0.25% 97
2021
Q4 		$546K Buy
1,541
+174
+13% +$60.2K 0.11% 158
2021
Q3 		$471K Buy
1,367
+191
+16% +$69.1K 0.1% 156
2021
Q2 		$446K Buy
1,176
+552
+88% +$212K 0.09% 147
2021
Q1 		$230K Sell
624
-176
-22% -$60.4K 0.05% 184
2020
Q4 		$284K Sell
800
-72
-8% -$26.5K 0.08% 113
2020
Q3 		$334K Sell
872
-252
-22% -$96.2K 0.14% 74
2020
Q2 		$410K Buy
+1,124
New +$425K 0.24% 85

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

Advisor OS's LMT Position: Q2 2026 in Review

Advisor OS increased its Lockheed Martin (LMT) stake by 19% in Q2 2026, buying an estimated $161K and bringing the position to 1,897 shares worth $967K. The position accounts for 0.06% of the portfolio, ranked #201.

Advisor OS first reported a position in LMT in Q2 2020 and has held it in 25 quarters since. The position peaked at $2M in Q4 2022. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Advisor OS held 1,897 shares of Lockheed Martin worth $967K as of Q2 2026.
  • Advisor OS bought 297 Lockheed Martin shares in Q2 2026, an estimated $161K.
  • Lockheed Martin made up 0.06% of Advisor OS's portfolio in Q2 2026, its #201 holding.
  • Advisor OS first reported a position in Lockheed Martin in Q2 2020 and has held it in 25 quarters since.
  • Advisor OS's Lockheed Martin position peaked at $2M in Q4 2022.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.