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 $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

HighTower Advisors's LMT Position: Q1 2026 in Review

HighTower Advisors reduced its Lockheed Martin (LMT) stake by 7.3% in Q1 2026, selling an estimated $19M and leaving 393,550 shares worth $238M. The position accounts for 0.25% of the portfolio, ranked #76.

HighTower Advisors first reported a position in LMT in Q2 2013 and has held it in 52 quarters since. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

HighTower Advisors held 393,550 shares of Lockheed Martin worth $238M as of Q1 2026.
HighTower Advisors sold 30,916 Lockheed Martin shares in Q1 2026, an estimated $19M.
Lockheed Martin made up 0.25% of HighTower Advisors's portfolio in Q1 2026, its #76 holding.
HighTower Advisors first reported a position in Lockheed Martin in Q2 2013 and has held it in 52 quarters since.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.