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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
Q2 		$1.73M Buy
3,390
+135
+4% +$73K 0.85% 37
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 $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

American Trust Investment Advisors's LMT Position: Q2 2026 in Review

American Trust Investment Advisors increased its Lockheed Martin (LMT) stake by 4.1% in Q2 2026, buying an estimated $73K and bringing the position to 3,390 shares worth $1.73M. The position accounts for 0.85% of the portfolio, ranked #37.

American Trust Investment Advisors first reported a position in LMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.2M in Q1 2025. 2,790 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • American Trust Investment Advisors held 3,390 shares of Lockheed Martin worth $1.73M as of Q2 2026.
  • American Trust Investment Advisors bought 135 Lockheed Martin shares in Q2 2026, an estimated $73K.
  • Lockheed Martin made up 0.85% of American Trust Investment Advisors's portfolio in Q2 2026, its #37 holding.
  • American Trust Investment Advisors first reported a position in Lockheed Martin in Q1 2025 and has held it in 6 quarters since.
  • American Trust Investment Advisors's Lockheed Martin position peaked at $2.2M in Q1 2025.
  • 2,790 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on American Trust Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.