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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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Avestar Capital's LMT Position: Q2 2026 in Review

Avestar Capital reduced its Lockheed Martin (LMT) stake by 11% in Q2 2026, selling an estimated $63.8K and leaving 993 shares worth $506K. The position accounts for 0.03% of the portfolio, ranked #373.

Avestar Capital first reported a position in LMT in Q4 2017 and has held it in 29 quarters since. The position peaked at $768K in Q1 2021. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Avestar Capital held 993 shares of Lockheed Martin worth $506K as of Q2 2026.
  • Avestar Capital sold 118 Lockheed Martin shares in Q2 2026, an estimated $63.8K.
  • Lockheed Martin made up 0.03% of Avestar Capital's portfolio in Q2 2026, its #373 holding.
  • Avestar Capital first reported a position in Lockheed Martin in Q4 2017 and has held it in 29 quarters since.
  • Avestar Capital's Lockheed Martin position peaked at $768K in Q1 2021.
  • 2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.