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
2022 Q2	–	Sell	-3,000	Closed	-$1.32M	–	361
2022 Q1	$1.32M	Sell	3,000 -14,000	-82%	-$5.68M	0.21%	98
2021 Q4	$5.7M	Buy	+17,000	New	+$5.88M	0.7%	30
2021 Q3	–	Sell	-8,000	Closed	-$3.03M	–	477
2021 Q2	$3.03M	Buy	+8,000	New	+$3.08M	0.41%	64

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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.