Diversify Advisory Services’s Lockheed Martin LMT Stock Holding History

Diversify Advisory Services’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	$496K	Sell	973 -4,911	-83%	-$3.03M	0.08%	117
2025 Q4	$3.43M	Buy	5,884 +88	+2%	+$42.1K	0.11%	136
2025 Q3	$2.83M	Sell	5,796 -1,023	-15%	-$464K	0.09%	166
2025 Q2	$2.94M	Buy	6,819 +1,819	+36%	+$851K	0.11%	133
2025 Q1	$2.38M	Sell	5,000 -5,951	-54%	-$2.74M	0.15%	109
2024 Q4	$5.13M	Sell	10,951 -1,129	-9%	-$615K	0.28%	50
2024 Q3	$6.97M	Sell	12,080 -1,480	-11%	-$795K	0.37%	46
2024 Q2	$6.24M	Sell	13,560 -1,606	-11%	-$742K	0.34%	55
2024 Q1	$6.87M	Buy	+15,166	New	+$6.65M	0.4%	52

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

Diversify Advisory Services's LMT Position: Q1 2026 in Review

Diversify Advisory Services reduced its Lockheed Martin (LMT) stake by 83% in Q1 2026, selling an estimated $3.03M and leaving 973 shares worth $496K. The position accounts for 0.08% of the portfolio, ranked #117.

Diversify Advisory Services first reported a position in LMT in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.97M in Q3 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Diversify Advisory Services held 973 shares of Lockheed Martin worth $496K as of Q1 2026.
Diversify Advisory Services sold 4,911 Lockheed Martin shares in Q1 2026, an estimated $3.03M.
Lockheed Martin made up 0.08% of Diversify Advisory Services's portfolio in Q1 2026, its #117 holding.
Diversify Advisory Services first reported a position in Lockheed Martin in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's Lockheed Martin position peaked at $6.97M in Q3 2024.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.