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Ameritas Advisory Services’s Lockheed Martin LMT Stock Holding History

Ameritas Advisory Services’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 		$5.8M Buy
11,384
+8,317
+271% +$4.5M 0.12% 180
2026
Q1 		$1.85M Sell
3,067
-60
-2% -$37K 0.07% 237
2025
Q4 		$1.51M Sell
3,127
-1,451
-32% -$694K 0.06% 282
2025
Q3 		$2.29M Buy
4,578
+92
+2% +$41.7K 0.15% 130
2025
Q2 		$2.08M Sell
4,486
-651
-13% -$305K 0.11% 184
2025
Q1 		$2.41M Sell
5,137
-1,308
-20% -$602K 0.1% 201
2024
Q4 		$3.13M Buy
6,445
+441
+7% +$240K 0.11% 178
2024
Q3 		$3.51M Sell
6,004
-780
-11% -$419K 0.15% 148
2024
Q2 		$3.17M Buy
6,784
+147
+2% +$67.9K 0.12% 172
2024
Q1 		$3.06M Buy
6,637
+1,020
+18% +$447K 0.13% 175
2023
Q4 		$2.47M Sell
5,617
-1,290
-19% -$572K 0.14% 145
2023
Q3 		$2.99M Buy
6,907
+3,099
+81% +$1.37M 0.15% 139
2023
Q2 		$1.75M Sell
3,808
-2,623
-41% -$1.22M 0.22% 100
2023
Q1 		$3.07M Buy
6,431
+1,340
+26% +$628K 0.15% 131
2022
Q4 		$2.48M Buy
5,091
+1,199
+31% +$557K 0.12% 185
2022
Q3 		$1.5M Buy
3,892
+48
+1% +$20K 0.09% 218
2022
Q2 		$1.65M Buy
3,844
+626
+19% +$275K 0.1% 209
2022
Q1 		$1.42M Buy
3,218
+602
+23% +$244K 0.05% 269
2021
Q4 		$930K Buy
+2,616
New +$905K 0.03% 349

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Ameritas Advisory Services's LMT Position: Q2 2026 in Review

Ameritas Advisory Services increased its Lockheed Martin (LMT) stake by 271% in Q2 2026, buying an estimated $4.5M and bringing the position to 11,384 shares worth $5.8M. The position accounts for 0.12% of the portfolio, ranked #180.

Ameritas Advisory Services first reported a position in LMT in Q4 2021 and has held it in 19 quarters since. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Ameritas Advisory Services held 11,384 shares of Lockheed Martin worth $5.8M as of Q2 2026.
  • Ameritas Advisory Services bought 8,317 Lockheed Martin shares in Q2 2026, an estimated $4.5M.
  • Lockheed Martin made up 0.12% of Ameritas Advisory Services's portfolio in Q2 2026, its #180 holding.
  • Ameritas Advisory Services first reported a position in Lockheed Martin in Q4 2021 and has held it in 19 quarters since.
  • 2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.