Avestar Capital’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $671K | Buy |
1,111
+249
| +29% | +$153K | 0.04% | 290 |
|
|
2025
Q4 | $417K | Sell |
862
-64
| -7% | -$30.6K | 0.03% | 372 |
|
|
2025
Q3 | $462K | Sell |
926
-452
| -33% | -$205K | 0.03% | 350 |
|
|
2025
Q2 | $638K | Buy |
1,378
+456
| +49% | +$213K | 0.04% | 288 |
|
|
2025
Q1 | $412K | Sell |
922
-475
| -34% | -$219K | 0.04% | 320 |
|
|
2024
Q4 | $679K | Buy |
1,397
+149
| +12% | +$81.2K | 0.06% | 232 |
|
|
2024
Q3 | $730K | Buy |
1,248
+62
| +5% | +$33.3K | 0.08% | 202 |
|
|
2024
Q2 | $554K | Buy |
1,186
+385
| +48% | +$178K | 0.06% | 234 |
|
|
2024
Q1 | $367K | Buy |
801
+50
| +7% | +$21.9K | 0.04% | 293 |
|
|
2023
Q4 | $340K | Buy |
751
+250
| +50% | +$111K | 0.04% | 270 |
|
|
2023
Q3 | $205K | Buy |
501
+19
| +4% | +$8.43K | 0.03% | 329 |
|
|
2023
Q2 | $222K | Buy |
482
+12
| +3% | +$5.57K | 0.04% | 294 |
|
|
2023
Q1 | $222K | Sell |
470
-121
| -20% | -$56.7K | 0.04% | 279 |
|
|
2022
Q4 | $288K | Buy |
+591
| New | +$275K | 0.05% | 217 |
|
|
2022
Q2 | – | Sell |
-493
| Closed | -$218K | – | 360 |
|
|
2022
Q1 | $218K | Buy |
+493
| New | +$200K | 0.03% | 364 |
|
|
2021
Q4 | – | Sell |
-852
| Closed | -$295K | – | 474 |
|
|
2021
Q3 | $294K | Sell |
852
-380
| -31% | -$138K | 0.04% | 353 |
|
|
2021
Q2 | $466K | Sell |
1,232
-826
| -40% | -$318K | 0.06% | 273 |
|
|
2021
Q1 | $768K | Buy |
2,058
+895
| +77% | +$307K | 0.17% | 124 |
|
|
2020
Q4 | $413K | Buy |
1,163
+412
| +55% | +$151K | 0.11% | 161 |
|
|
2020
Q3 | $277K | Sell |
751
-152
| -17% | -$58K | 0.09% | 170 |
|
|
2020
Q2 | $330K | Buy |
+903
| New | +$341K | 0.15% | 126 |
|
|
2019
Q3 | – | Sell |
-209
| Closed | -$74K | – | 547 |
|
|
2019
Q2 | $74K | Buy |
209
+12
| +6% | +$4.01K | 0.05% | 244 |
|
|
2019
Q1 | $57K | Buy |
197
+9
| +5% | +$2.64K | 0.04% | 270 |
|
|
2018
Q4 | $47K | Sell |
188
-3
| -2% | -$910 | 0.03% | 268 |
|
|
2018
Q3 | $63K | Sell |
191
-12
| -6% | -$3.87K | 0.04% | 251 |
|
|
2018
Q2 | $56K | Buy |
203
+1
| +0.5% | +$323 | 0.04% | 267 |
|
|
2018
Q1 | $66K | Sell |
202
-18
| -8% | -$6.13K | 0.04% | 215 |
|
|
2017
Q4 | $66K | Buy |
+220
| New | +$69.4K | 0.05% | 211 |
|
Other funds holding LMT
VCM
VPM
Avestar Capital's LMT Position: Q1 2026 in Review
Avestar Capital increased its Lockheed Martin (LMT) stake by 29% in Q1 2026, buying an estimated $153K and bringing the position to 1,111 shares worth $671K. The position accounts for 0.04% of the portfolio, ranked #290.
Avestar Capital first reported a position in LMT in Q4 2017 and has held it in 28 quarters since. The position peaked at $768K in Q1 2021. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.
- Avestar Capital held 1,111 shares of Lockheed Martin worth $671K as of Q1 2026.
- Avestar Capital bought 249 Lockheed Martin shares in Q1 2026, an estimated $153K.
- Lockheed Martin made up 0.04% of Avestar Capital's portfolio in Q1 2026, its #290 holding.
- Avestar Capital first reported a position in Lockheed Martin in Q4 2017 and has held it in 28 quarters since.
- Avestar Capital's Lockheed Martin position peaked at $768K in Q1 2021.
- 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.
Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.