Kovack Advisors’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
Q1
$1.71M Buy
2,791
+191
+7% +$118K 0.09% 222
2025
Q4
$1.26M Buy
2,600
+721
+38% +$345K 0.06% 301
2025
Q3
$938K Buy
1,879
+258
+16% +$117K 0.09% 213
2025
Q2
$751K Sell
1,621
-316
-16% -$148K 0.07% 243
2025
Q1
$865K Sell
1,937
-779
-29% -$359K 0.09% 198
2024
Q4
$1.32M Buy
2,716
+446
+20% +$243K 0.13% 135
2024
Q3
$1.33M Buy
2,270
+65
+3% +$34.9K 0.14% 129
2024
Q2
$1.03M Sell
2,205
-540
-20% -$250K 0.11% 169
2024
Q1
$1.25M Sell
2,745
-162
-6% -$71K 0.15% 125
2023
Q4
$1.32M Buy
2,907
+294
+11% +$130K 0.16% 137
2023
Q3
$1.07M Sell
2,613
-276
-10% -$122K 0.15% 142
2023
Q2
$1.33M Buy
2,889
+93
+3% +$43.2K 0.17% 123
2023
Q1
$1.32M Buy
2,796
+2
+0.1% +$938 0.18% 128
2022
Q4
$1.36M Sell
2,794
-44
-2% -$20.4K 0.2% 114
2022
Q3
$1.1M Sell
2,838
-904
-24% -$377K 0.16% 140
2022
Q2
$1.61M Sell
3,742
-806
-18% -$354K 0.21% 107
2022
Q1
$2.01M Buy
4,548
+1,061
+30% +$430K 0.21% 102
2021
Q4
$1.24M Sell
3,487
-1,529
-30% -$529K 0.12% 183
2021
Q3
$1.73M Buy
5,016
+111
+2% +$40.2K 0.19% 133
2021
Q2
$1.86M Buy
4,905
+27
+0.6% +$10.4K 0.21% 124
2021
Q1
$1.8M Sell
4,878
-651
-12% -$223K 0.23% 114
2020
Q4
$1.96M Sell
5,529
-411
-7% -$151K 0.28% 98
2020
Q3
$2.28M Sell
5,940
-902
-13% -$344K 0.41% 58
2020
Q2
$2.5M Sell
6,842
-3,031
-31% -$1.14M 0.49% 46
2020
Q1
$3.35M Buy
9,873
+1,596
+19% +$628K 0.77% 18
2019
Q4
$3.22M Buy
8,277
+1,306
+19% +$501K 0.58% 33
2019
Q3
$2.72M Buy
6,971
+800
+13% +$301K 0.56% 35
2019
Q2
$2.24M Sell
6,171
-3
-0% -$1K 0.51% 43
2019
Q1
$1.85M Sell
6,174
-625
-9% -$183K 0.46% 48
2018
Q4
$1.78M Buy
6,799
+25
+0.4% +$7.58K 0.52% 41
2018
Q3
$2.34M Buy
6,774
+2,390
+55% +$771K 0.6% 30
2018
Q2
$1.29M Buy
4,384
+1,201
+38% +$387K 0.36% 64
2018
Q1
$1.08M Sell
3,183
-2,242
-41% -$763K 0.27% 85
2017
Q4
$1.74M Buy
5,425
+444
+9% +$140K 0.44% 46
2017
Q3
$1.55M Buy
4,981
+395
+9% +$118K 0.51% 38
2017
Q2
$1.27M Buy
4,586
+109
+2% +$29.9K 0.4% 51
2017
Q1
$1.2M Buy
4,477
+3,244
+263% +$850K 0.47% 42
2016
Q4
$308K Buy
+1,233
New +$308K 0.15% 159

Other funds holding LMT

Kovack Advisors's LMT Position: Q1 2026 in Review

Kovack Advisors increased its Lockheed Martin (LMT) stake by 7.3% in Q1 2026, buying an estimated $118K and bringing the position to 2,791 shares worth $1.71M. The position accounts for 0.09% of the portfolio, ranked #222.

Kovack Advisors first reported a position in LMT in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.35M in Q1 2020. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Kovack Advisors held 2,791 shares of Lockheed Martin worth $1.71M as of Q1 2026.
  • Kovack Advisors bought 191 Lockheed Martin shares in Q1 2026, an estimated $118K.
  • Lockheed Martin made up 0.09% of Kovack Advisors's portfolio in Q1 2026, its #222 holding.
  • Kovack Advisors first reported a position in Lockheed Martin in Q4 2016 and has held it in 38 quarters since.
  • Kovack Advisors's Lockheed Martin position peaked at $3.35M in Q1 2020.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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