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American Trust Investment Advisors’s Lockheed Martin LMT Stock Holding History

American Trust Investment Advisors’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 		$1.97M Sell
3,255
-131
-4% -$80.7K 1.09% 36
2025
Q4 		$1.64M Buy
3,386
+118
+4% +$56.5K 0.88% 37
2025
Q3 		$1.63M Buy
3,268
+60
+2% +$27.2K 0.84% 38
2025
Q2 		$1.49M Sell
3,208
-1,717
-35% -$804K 0.75% 38
2025
Q1 		$2.2M Buy
+4,925
New +$2.27M 0.92% 39

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

American Trust Investment Advisors's LMT Position: Q1 2026 in Review

American Trust Investment Advisors reduced its Lockheed Martin (LMT) stake by 3.9% in Q1 2026, selling an estimated $80.7K and leaving 3,255 shares worth $1.97M. The position accounts for 1.09% of the portfolio, ranked #36.

American Trust Investment Advisors first reported a position in LMT in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.2M in Q1 2025. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • American Trust Investment Advisors held 3,255 shares of Lockheed Martin worth $1.97M as of Q1 2026.
  • American Trust Investment Advisors sold 131 Lockheed Martin shares in Q1 2026, an estimated $80.7K.
  • Lockheed Martin made up 1.09% of American Trust Investment Advisors's portfolio in Q1 2026, its #36 holding.
  • American Trust Investment Advisors first reported a position in Lockheed Martin in Q1 2025 and has held it in 5 quarters since.
  • American Trust Investment Advisors's Lockheed Martin position peaked at $2.2M in Q1 2025.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on American Trust Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.