Advisory Services Network’s Lockheed Martin LMT Stock Holding History

Advisory Services Network’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	$15.1M	Sell	24,906 -2,800	-10%	-$1.72M	0.2%	95
2025 Q4	$13.4M	Sell	27,706 -747	-3%	-$357K	0.19%	107
2025 Q3	$14.2M	Buy	28,453 +139	+0.5%	+$63.1K	0.21%	87
2025 Q2	$11.9M	Sell	28,314 -1,539	-5%	-$720K	0.19%	111
2025 Q1	$13.3M	Sell	29,853 -823	-3%	-$379K	0.26%	70
2024 Q4	$14.9M	Buy	30,676 +4,479	+17%	+$2.44M	0.28%	65
2024 Q3	$12.2M	Hold	26,197	–	–	0.25%	80
2024 Q2	$12.2M	Sell	26,197 -3,331	-11%	-$1.54M	0.25%	80
2024 Q1	$13.4M	Buy	29,528 +2,201	+8%	+$965K	0.3%	64
2023 Q4	$12.4M	Sell	27,327 -2,199	-7%	-$974K	0.3%	62
2023 Q3	$12.1M	Buy	29,526 +1,394	+5%	+$618K	0.32%	61
2023 Q2	$13M	Sell	28,132 -2,432	-8%	-$1.13M	0.35%	51
2023 Q1	$14.4M	Buy	30,564 +2,174	+8%	+$1.02M	0.4%	35
2022 Q4	$13.8M	Buy	28,390 +1,317	+5%	+$612K	0.42%	31
2022 Q3	$10.5M	Buy	27,073 +1,208	+5%	+$504K	0.37%	46
2022 Q2	$11.1M	Buy	25,865 +779	+3%	+$342K	0.38%	46
2022 Q1	$11.1M	Buy	25,086 +1,706	+7%	+$692K	0.33%	52
2021 Q4	$8.31M	Sell	23,380 -1,899	-8%	-$657K	0.24%	89
2021 Q3	$8.72M	Buy	25,279 +2,635	+12%	+$954K	0.28%	70
2021 Q2	$8.57M	Buy	22,644 +648	+3%	+$249K	0.27%	65
2021 Q1	$8.13M	Sell	21,996 -5,255	-19%	-$1.8M	0.3%	62
2020 Q4	$9.67M	Buy	27,251 +2,296	+9%	+$844K	0.39%	39
2020 Q3	$9.56M	Buy	24,955 +391	+2%	+$149K	0.45%	32
2020 Q2	$8.96M	Buy	24,564 +1,818	+8%	+$687K	0.49%	29
2020 Q1	$7.71M	Sell	22,746 -1,731	-7%	-$681K	0.5%	27
2019 Q4	$9.53M	Buy	24,477 +1,485	+6%	+$570K	0.5%	29
2019 Q3	$8.36M	Hold	22,992	–	–	0.51%	30
2019 Q2	$8.36M	Buy	22,992 +4,062	+21%	+$1.36M	0.51%	30
2019 Q1	$5.68M	Buy	18,930 +2,879	+18%	+$844K	0.4%	48
2018 Q4	$4.2M	Sell	16,051 -691	-4%	-$210K	0.37%	52
2018 Q3	$5.79M	Sell	16,742 -188	-1%	-$60.7K	0.42%	38
2018 Q2	$5.47M	Sell	16,930 -1,867	-10%	-$602K	0.42%	39
2018 Q1	$6.35M	Sell	18,797 -1,264	-6%	-$430K	0.51%	26
2017 Q4	$6.44M	Buy	20,061 +3,116	+18%	+$982K	0.56%	18
2017 Q3	$5.26M	Buy	16,945 +3,037	+22%	+$906K	0.6%	19
2017 Q2	$3.86M	Buy	13,908 +850	+7%	+$234K	0.5%	28
2017 Q1	$3.49M	Buy	+13,058	New	+$3.42M	0.51%	32
2016 Q3	$3.38M	Buy	14,114 +5,317	+60%	+$1.33M	0.64%	25
2016 Q2	$2.18M	Buy	8,797 +4,919	+127%	+$1.16M	0.5%	33
2016 Q1	$859K	Sell	3,878 -1,669	-30%	-$359K	0.23%	109
2015 Q4	$1.21M	Buy	5,547 +652	+13%	+$141K	0.39%	53
2015 Q3	$1.01M	Buy	4,895 +2,619	+115%	+$533K	0.31%	62
2015 Q2	$428K	Sell	2,276 -912	-29%	-$176K	0.13%	182
2015 Q1	$639K	Sell	3,188 -4,950	-61%	-$977K	0.18%	128
2014 Q4	$1.59M	Buy	8,138 +1,118	+16%	+$207K	0.5%	35
2014 Q3	$1.28M	Buy	7,020 +4,850	+224%	+$826K	0.47%	44
2014 Q2	$349K	Buy	+2,170	New	+$353K	0.15%	162
2014 Q1	–	Sell	-87	Closed	-$13K	–	544
2013 Q4	$13K	Buy	+87	New	+$11.8K	0.01%	549

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

Advisory Services Network's LMT Position: Q1 2026 in Review

Advisory Services Network reduced its Lockheed Martin (LMT) stake by 10% in Q1 2026, selling an estimated $1.72M and leaving 24,906 shares worth $15.1M. The position accounts for 0.2% of the portfolio, ranked #95.

Advisory Services Network first reported a position in LMT in Q4 2013 and has held it in 48 quarters since. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Advisory Services Network held 24,906 shares of Lockheed Martin worth $15.1M as of Q1 2026.
Advisory Services Network sold 2,800 Lockheed Martin shares in Q1 2026, an estimated $1.72M.
Lockheed Martin made up 0.2% of Advisory Services Network's portfolio in Q1 2026, its #95 holding.
Advisory Services Network first reported a position in Lockheed Martin in Q4 2013 and has held it in 48 quarters since.
2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.