HighTower Advisors’s Lockheed Martin LMT Stock Holding History

HighTower Advisors’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
2024 Q3	–	Sell	-600	Closed	-$4.7K	–	3870
2024 Q2	$4.7K	Buy	+600	New	+$277K	﹤0.01%	3488
2023 Q2	–	Sell	-11,000	Closed	-$66K	–	3576
2023 Q1	$66K	Buy	+11,000	New	+$5.16M	﹤0.01%	3016
2020 Q3	–	Sell	-500	Closed	-$8K	–	2622
2020 Q2	$8K	Buy	+500	New	+$189K	﹤0.01%	2326
2020 Q1	–	Sell	-200	Closed	-$1K	–	2388
2019 Q4	$1K	Buy	+200	New	+$76.7K	﹤0.01%	2264
2017 Q4	–	Sell	-2,000	Closed	-$23K	–	2341
2017 Q3	$23K	Sell	2,000 -300	-13%	-$89.5K	﹤0.01%	2123
2017 Q2	$8K	Sell	2,300 -200	-8%	-$54.9K	﹤0.01%	2129
2017 Q1	$3K	Buy	+2,500	New	+$655K	﹤0.01%	2055

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

HighTower Advisors's LMT Position: Q2 2026 in Review

HighTower Advisors increased its Lockheed Martin (LMT) stake by 4.8% in Q2 2026, buying an estimated $10.3M and bringing the position to 412,521 shares worth $210M. The position accounts for 0.2% of the portfolio, ranked #107.

HighTower Advisors first reported a position in LMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $238M in Q1 2026. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

HighTower Advisors held 412,521 shares of Lockheed Martin worth $210M as of Q2 2026.
HighTower Advisors bought 18,971 Lockheed Martin shares in Q2 2026, an estimated $10.3M.
Lockheed Martin made up 0.2% of HighTower Advisors's portfolio in Q2 2026, its #107 holding.
HighTower Advisors first reported a position in Lockheed Martin in Q2 2013 and has held it in 53 quarters since.
HighTower Advisors's Lockheed Martin position peaked at $238M in Q1 2026.
2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.