AdvisorShares Investments’s Lockheed Martin LMT Stock Holding History

AdvisorShares Investments’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	$484K	Sell	800 -200	-20%	-$123K	0.09%	143
2025 Q4	$484K	Buy	+1,000	New	+$479K	0.08%	133
2024 Q4	–	Sell	-827	Closed	-$483K	–	298
2024 Q3	$483K	Sell	827 -203	-20%	-$109K	0.09%	126
2024 Q2	$480K	Buy	1,030 +91	+10%	+$42.1K	0.08%	126
2024 Q1	$427K	Hold	939	–	–	0.07%	182
2023 Q4	$426K	Buy	+939	New	+$416K	0.1%	166
2023 Q2	–	Sell	-876	Closed	-$414K	–	302
2023 Q1	$414K	Sell	876 -50	-5%	-$23.4K	0.13%	102
2022 Q4	$450K	Buy	926 +878	+1,829%	+$408K	0.13%	98
2022 Q3	$19K	Sell	48 -2	-4%	-$835	0.01%	277
2022 Q2	$21K	Buy	+50	New	+$22K	0.01%	196

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AdvisorShares Investments's LMT Position: Q1 2026 in Review

AdvisorShares Investments reduced its Lockheed Martin (LMT) stake by 20% in Q1 2026, selling an estimated $123K and leaving 800 shares worth $484K. The position accounts for 0.09% of the portfolio, ranked #143.

AdvisorShares Investments first reported a position in LMT in Q2 2022 and has held it in 10 quarters since. The position peaked at $484K in Q4 2025. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

AdvisorShares Investments held 800 shares of Lockheed Martin worth $484K as of Q1 2026.
AdvisorShares Investments sold 200 Lockheed Martin shares in Q1 2026, an estimated $123K.
Lockheed Martin made up 0.09% of AdvisorShares Investments's portfolio in Q1 2026, its #143 holding.
AdvisorShares Investments first reported a position in Lockheed Martin in Q2 2022 and has held it in 10 quarters since.
AdvisorShares Investments's Lockheed Martin position peaked at $484K in Q4 2025.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on AdvisorShares Investments's 13F filing for Q1 2026, filed 28 Apr 2026.