Avantax Advisory Services’s Lockheed Martin LMT Stock Holding History

Avantax 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
2025 Q2	$24.9M	Buy	53,687 +775	+1%	+$363K	0.14%	111
2025 Q1	$23.6M	Buy	52,912 +117	+0.2%	+$53.9K	0.14%	111
2024 Q4	$25.7M	Sell	52,795 -993	-2%	-$541K	0.16%	97
2024 Q3	$31.4M	Sell	53,788 -3,282	-6%	-$1.76M	0.21%	76
2024 Q2	$26.7M	Buy	57,070 +16,694	+41%	+$7.72M	0.19%	82
2024 Q1	$18.4M	Buy	40,376 +1,623	+4%	+$711K	0.16%	99
2023 Q4	$17.6M	Buy	38,753 +2,751	+8%	+$1.22M	0.17%	96
2023 Q3	$14.7M	Buy	36,002 +1,853	+5%	+$822K	0.16%	103
2023 Q2	$15.7M	Buy	34,149 +521	+2%	+$242K	0.18%	94
2023 Q1	$15.9M	Buy	33,628 +625	+2%	+$293K	0.19%	87
2022 Q4	$16.1M	Buy	33,003 +1,604	+5%	+$745K	0.21%	78
2022 Q3	$12.1M	Buy	31,399 +711	+2%	+$297K	0.19%	89
2022 Q2	$13.2M	Buy	30,688 +7,596	+33%	+$3.34M	0.2%	83
2022 Q1	$10.2M	Buy	23,092 +2,582	+13%	+$1.05M	0.14%	109
2021 Q4	$7.3M	Buy	20,510 +1,051	+5%	+$364K	0.11%	144
2021 Q3	$6.73M	Buy	19,459 +2,113	+12%	+$765K	0.11%	139
2021 Q2	$6.57M	Buy	17,346 +2,213	+15%	+$851K	0.12%	136
2021 Q1	$5.59M	Buy	15,133 +2,067	+16%	+$709K	0.12%	138
2020 Q4	$4.64M	Sell	13,066 -18,687	-59%	-$6.87M	0.11%	143
2020 Q3	$12.2M	Buy	31,753 +19,921	+168%	+$7.6M	0.2%	94
2020 Q2	$4.32M	Sell	11,832 -257	-2%	-$97.1K	0.12%	126
2020 Q1	$4.1M	Buy	12,089 +1,299	+12%	+$511K	0.12%	116
2019 Q4	$4.21M	Buy	10,790 +287	+3%	+$110K	0.1%	131
2019 Q3	$4.1M	Buy	10,503 +850	+9%	+$320K	0.17%	73
2019 Q2	$3.51M	Buy	9,653 +1,287	+15%	+$431K	0.15%	77
2019 Q1	$2.51M	Buy	8,366 +1,220	+17%	+$358K	0.13%	87
2018 Q4	$1.87M	Buy	+7,146	New	+$2.17M	0.31%	82

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Avantax Advisory Services's LMT Position: Q2 2025 in Review

Avantax Advisory Services increased its Lockheed Martin (LMT) stake by 1.5% in Q2 2025, buying an estimated $363K and bringing the position to 53,687 shares worth $24.9M. The position accounts for 0.14% of the portfolio, ranked #111.

Avantax Advisory Services first reported a position in LMT in Q4 2018 and has held it in 27 quarters since. The position peaked at $31.4M in Q3 2024. 2,609 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

Avantax Advisory Services held 53,687 shares of Lockheed Martin worth $24.9M as of Q2 2025.
Avantax Advisory Services bought 775 Lockheed Martin shares in Q2 2025, an estimated $363K.
Lockheed Martin made up 0.14% of Avantax Advisory Services's portfolio in Q2 2025, its #111 holding.
Avantax Advisory Services first reported a position in Lockheed Martin in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's Lockheed Martin position peaked at $31.4M in Q3 2024.
2,609 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.