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Ameritas Investment Partners’s Lockheed Martin LMT Stock Holding History

Ameritas Investment Partners’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 		$3.25M Sell
5,384
-309
-5% -$190K 0.1% 201
2025
Q4 		$2.75M Sell
5,693
-48
-0.8% -$23K 0.08% 232
2025
Q3 		$2.87M Buy
5,741
+412
+8% +$187K 0.09% 226
2025
Q2 		$2.47M Sell
5,329
-36
-0.7% -$16.9K 0.08% 261
2025
Q1 		$2.4M Sell
5,365
-27
-0.5% -$12.4K 0.08% 252
2024
Q4 		$2.62M Sell
5,392
-61
-1% -$33.3K 0.09% 234
2024
Q3 		$3.19M Sell
5,453
-157
-3% -$84.3K 0.1% 180
2024
Q2 		$2.62M Sell
5,610
-72
-1% -$33.3K 0.09% 224
2024
Q1 		$2.58M Sell
5,682
-86
-1% -$37.7K 0.09% 241
2023
Q4 		$2.61M Buy
5,768
+159
+3% +$70.4K 0.1% 217
2023
Q3 		$2.29M Buy
5,609
+2,644
+89% +$1.17M 0.09% 224
2023
Q2 		$1.36M Sell
2,965
-93
-3% -$43.2K 0.05% 461
2023
Q1 		$1.45M Sell
3,058
-80
-3% -$37.5K 0.06% 417
2022
Q4 		$1.4M Sell
3,138
-90
-3% -$41.8K 0.06% 452
2022
Q3 		$1.25M Sell
3,228
-74
-2% -$30.9K 0.06% 424
2022
Q2 		$1.42M Sell
3,302
-127
-4% -$55.8K 0.06% 392
2022
Q1 		$1.51M Sell
3,429
-125
-4% -$50.7K 0.05% 436
2021
Q4 		$1.26M Buy
3,554
+62
+2% +$21.4K 0.04% 536
2021
Q3 		$1.2M Buy
3,492
+1
+0% +$362 0.04% 527
2021
Q2 		$1.32M Sell
3,491
-69
-2% -$26.5K 0.05% 491
2021
Q1 		$1.31M Sell
3,560
-170
-5% -$58.3K 0.05% 485
2020
Q4 		$1.32M Sell
3,730
-174
-4% -$64K 0.06% 421
2020
Q3 		$1.5M Sell
3,904
-207
-5% -$79K 0.07% 312
2020
Q2 		$1.5M Sell
4,111
-119
-3% -$44.9K 0.07% 307
2020
Q1 		$1.43M Sell
4,230
-88
-2% -$34.6K 0.08% 254
2019
Q4 		$1.68M Sell
4,318
-40
-0.9% -$15.3K 0.07% 299
2019
Q3 		$1.7M Sell
4,358
-45
-1% -$16.9K 0.08% 287
2019
Q2 		$1.6M Sell
4,403
-34
-0.8% -$11.4K 0.07% 309
2019
Q1 		$1.33M Hold
4,437
– – 0.06% 385
2018
Q4 		$1.16M Sell
4,437
-86
-2% -$26.1K 0.06% 392
2018
Q3 		$1.56M Sell
4,523
-130
-3% -$41.9K 0.07% 335
2018
Q2 		$1.38M Sell
4,653
-548
-11% -$177K 0.07% 386
2018
Q1 		$1.76M Sell
5,201
-199
-4% -$67.7K 0.08% 291
2017
Q4 		$1.73M Sell
5,400
-214
-4% -$67.5K 0.08% 307
2017
Q3 		$1.71M Hold
5,614
– – 0.08% 296
2017
Q2 		$1.56M Sell
5,614
-129
-2% -$35.4K 0.08% 332
2017
Q1 		$1.54M Sell
5,743
-292
-5% -$76.5K 0.08% 322
2016
Q4 		$1.51M Hold
6,035
– – 0.08% 325
2016
Q3 		$1.45M Buy
6,035
+859
+17% +$215K 0.08% 319
2016
Q2 		$1.28M Buy
5,176
+226
+5% +$53.3K 0.08% 233
2016
Q1 		$1.1M Hold
4,950
– – 0.07% 271
2015
Q4 		$1.07M Sell
4,950
-48
-1% -$10.4K 0.07% 272
2015
Q3 		$1.04M Hold
4,998
– – 0.07% 271
2015
Q2 		$929K Hold
4,998
– – 0.06% 321
2015
Q1 		$1.01M Hold
4,998
– – 0.07% 297
2014
Q4 		$962K Hold
4,998
– – 0.07% 296
2014
Q3 		$914K Sell
4,998
-213
-4% -$36.3K 0.07% 312
2014
Q2 		$838K Sell
5,211
-124
-2% -$20.2K 0.06% 350
2014
Q1 		$871K Sell
5,335
-313
-6% -$49.1K 0.07% 331
2013
Q4 		$840K Sell
5,648
-58
-1% -$7.88K 0.07% 351
2013
Q3 		$728K Buy
+5,706
New +$693K 0.07% 363

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

Ameritas Investment Partners's LMT Position: Q1 2026 in Review

Ameritas Investment Partners reduced its Lockheed Martin (LMT) stake by 5.4% in Q1 2026, selling an estimated $190K and leaving 5,384 shares worth $3.25M. The position accounts for 0.1% of the portfolio, ranked #201.

Ameritas Investment Partners first reported a position in LMT in Q3 2013 and has held it in 51 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Ameritas Investment Partners held 5,384 shares of Lockheed Martin worth $3.25M as of Q1 2026.
  • Ameritas Investment Partners sold 309 Lockheed Martin shares in Q1 2026, an estimated $190K.
  • Lockheed Martin made up 0.1% of Ameritas Investment Partners's portfolio in Q1 2026, its #201 holding.
  • Ameritas Investment Partners first reported a position in Lockheed Martin in Q3 2013 and has held it in 51 quarters since.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.