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Avenir Corporation’s Lockheed Martin LMT Stock Holding History

Avenir Corporation’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 		$19.3M Sell
31,952
-32,384
-50% -$19.9M 2.35% 14
2025
Q4 		$31.1M Sell
64,336
-5,517
-8% -$2.64M 3.38% 11
2025
Q3 		$34.9M Sell
69,853
-3,602
-5% -$1.63M 3.63% 11
2025
Q2 		$34M Sell
73,455
-186
-0.3% -$87.1K 3.5% 11
2025
Q1 		$32.9M Buy
73,641
+1,762
+2% +$811K 3.45% 11
2024
Q4 		$34.9M Sell
71,879
-3,281
-4% -$1.79M 3.58% 10
2024
Q3 		$43.9M Sell
75,160
-8,210
-10% -$4.41M 4.43% 9
2024
Q2 		$38.9M Sell
83,370
-14,604
-15% -$6.75M 3.78% 10
2024
Q1 		$44.6M Sell
97,974
-5,108
-5% -$2.24M 3.81% 10
2023
Q4 		$46.7M Sell
103,082
-1,486
-1% -$658K 4.04% 10
2023
Q3 		$42.8M Buy
104,568
+18
+0% +$7.99K 4% 10
2023
Q2 		$48.1M Sell
104,550
-230
-0.2% -$107K 4.23% 10
2023
Q1 		$49.5M Sell
104,780
-628
-0.6% -$294K 4.69% 8
2022
Q4 		$51.3M Sell
105,408
-1,075
-1% -$500K 5.14% 5
2022
Q3 		$41.1M Buy
106,483
+580
+0.5% +$242K 4.36% 10
2022
Q2 		$45.5M Sell
105,903
-721
-0.7% -$317K 4.35% 7
2022
Q1 		$47.1M Sell
106,624
-6,175
-5% -$2.5M 3.76% 12
2021
Q4 		$40.1M Sell
112,799
-12,411
-10% -$4.29M 3.09% 13
2021
Q3 		$43.2M Sell
125,210
-975
-0.8% -$353K 3.63% 12
2021
Q2 		$47.7M Sell
126,185
-1,695
-1% -$652K 3.79% 10
2021
Q1 		$47.3M Buy
127,880
+18,385
+17% +$6.31M 4.09% 8
2020
Q4 		$38.9M Buy
109,495
+15,436
+16% +$5.67M 3.71% 12
2020
Q3 		$36.1M Buy
+94,059
New +$35.9M 3.76% 11

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

Avenir Corporation's LMT Position: Q1 2026 in Review

Avenir Corporation reduced its Lockheed Martin (LMT) stake by 50% in Q1 2026, selling an estimated $19.9M and leaving 31,952 shares worth $19.3M. The position accounts for 2.35% of the portfolio, ranked #14.

Avenir Corporation first reported a position in LMT in Q3 2020 and has held it in 23 quarters since. The position peaked at $51.3M in Q4 2022. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Avenir Corporation held 31,952 shares of Lockheed Martin worth $19.3M as of Q1 2026.
  • Avenir Corporation sold 32,384 Lockheed Martin shares in Q1 2026, an estimated $19.9M.
  • Lockheed Martin made up 2.35% of Avenir Corporation's portfolio in Q1 2026, its #14 holding.
  • Avenir Corporation first reported a position in Lockheed Martin in Q3 2020 and has held it in 23 quarters since.
  • Avenir Corporation's Lockheed Martin position peaked at $51.3M in Q4 2022.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Avenir Corporation's 13F filing for Q1 2026, filed 14 May 2026.