Diversify Advisory Services’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
Q2
$8.88M Buy
15,306
+14,333
+1,473% +$7.75M 0.15% 145
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

Diversify Advisory Services's LMT Position: Q2 2026 in Review

Diversify Advisory Services increased its Lockheed Martin (LMT) stake by 1,473% in Q2 2026, buying an estimated $7.75M and bringing the position to 15,306 shares worth $8.88M. The position accounts for 0.15% of the portfolio, ranked #145.

Diversify Advisory Services first reported a position in LMT in Q1 2024 and has held it in 10 quarters since. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Diversify Advisory Services held 15,306 shares of Lockheed Martin worth $8.88M as of Q2 2026.
  • Diversify Advisory Services bought 14,333 Lockheed Martin shares in Q2 2026, an estimated $7.75M.
  • Lockheed Martin made up 0.15% of Diversify Advisory Services's portfolio in Q2 2026, its #145 holding.
  • Diversify Advisory Services first reported a position in Lockheed Martin in Q1 2024 and has held it in 10 quarters since.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.