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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
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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisor OS's LMT Position: Q1 2026 in Review

Advisor OS reduced its Lockheed Martin (LMT) stake by 4.9% in Q1 2026, selling an estimated $51.1K and leaving 1,600 shares worth $968K. The position accounts for 0.07% of the portfolio, ranked #187.

Advisor OS first reported a position in LMT in Q2 2020 and has held it in 24 quarters since. The position peaked at $2M in Q4 2022. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Advisor OS held 1,600 shares of Lockheed Martin worth $968K as of Q1 2026.
  • Advisor OS sold 83 Lockheed Martin shares in Q1 2026, an estimated $51.1K.
  • Lockheed Martin made up 0.07% of Advisor OS's portfolio in Q1 2026, its #187 holding.
  • Advisor OS first reported a position in Lockheed Martin in Q2 2020 and has held it in 24 quarters since.
  • Advisor OS's Lockheed Martin position peaked at $2M in Q4 2022.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.