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Avestar Capital’s Lockheed Martin LMT Stock Holding History

Avestar Capital’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
2021
Q4 		– Sell
-11,000
Closed -$3.8M – 473
2021
Q3 		$3.8M Buy
+11,000
New +$3.98M 0.49% 51

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

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.