Advisors Preferred’s Lockheed Martin LMT Stock Holding History

Advisors Preferred’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
2025 Q1	–	Sell	-887	Closed	-$428K	–	301
2024 Q4	$428K	Sell	887 -62	-7%	-$33.8K	0.07%	113
2024 Q3	$575K	Buy	949 +208	+28%	+$112K	0.09%	96
2024 Q2	$346K	Sell	741 -134	-15%	-$61.9K	0.06%	103
2024 Q1	$396K	Sell	875 -115	-12%	-$50.4K	0.07%	80
2023 Q4	$452K	Sell	990 -468	-32%	-$207K	0.07%	102
2023 Q3	$595K	Buy	1,458 +478	+49%	+$212K	0.19%	78
2023 Q2	$453K	Sell	980 -21	-2%	-$9.75K	0.11%	82
2023 Q1	$487K	Sell	1,001 -250	-20%	-$117K	0.17%	71
2022 Q4	$597K	Buy	+1,251	New	+$581K	0.25%	48
2019 Q3	–	Sell	-221	Closed	-$80K	–	260
2019 Q2	$80K	Buy	221 +134	+154%	+$44.8K	0.03%	120
2019 Q1	$26K	Buy	+87	New	+$25.5K	0.01%	160
2017 Q4	–	Sell	-1,410	Closed	-$438K	–	240
2017 Q3	$438K	Buy	+1,410	New	+$421K	0.25%	44
2017 Q1	–	Sell	-597	Closed	-$149K	–	248
2016 Q4	$149K	Buy	+597	New	+$149K	0.08%	91
2016 Q3	–	Sell	-57	Closed	-$14K	–	231
2016 Q2	$14K	Buy	+57	New	+$13.4K	0.01%	144
2015 Q1	–	Sell	-349	Closed	-$67.2K	–	313
2014 Q4	$67.2K	Buy	+349	New	+$64.8K	0.03%	213
2014 Q2	–	Sell	-175	Closed	-$28.6K	–	404
2014 Q1	$28.6K	Sell	175 -10	-5%	-$1.57K	0.01%	298
2013 Q4	$27K	Buy	+185	New	+$25.1K	0.01%	234

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advisors Preferred's LMT Position: Q1 2025 in Review

Advisors Preferred sold out of Lockheed Martin (LMT) in Q1 2025, closing a stake of 887 shares — an estimated $428K sold.

Advisors Preferred first reported a position in LMT in Q4 2013 and held it in 17 quarters. The position peaked at $597K in Q4 2022. 2,570 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

Advisors Preferred reported no remaining Lockheed Martin position as of Q1 2025 after selling out during the quarter.
Advisors Preferred sold 887 Lockheed Martin shares in Q1 2025, an estimated $428K.
Advisors Preferred first reported a position in Lockheed Martin in Q4 2013 and held it in 17 quarters.
Advisors Preferred's Lockheed Martin position peaked at $597K in Q4 2022.
2,570 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on Advisors Preferred's 13F filing for Q1 2025, filed 6 May 2025.