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Kovack Advisors’s Lockheed Martin LMT Stock Holding History

Kovack 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
2019
Q4 		– Sell
-1
Closed -$1K – 526
2019
Q3 		$1K Hold
1
– – ﹤0.01% 503
2019
Q2 		$1K Buy
+1
New +$335 ﹤0.01% 472
2018
Q4 		– Sell
-1
Closed -$1K – 461
2018
Q3 		$1K Buy
+1
New +$323 ﹤0.01% 459

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Kovack Advisors's LMT Position: Q2 2026 in Review

Kovack Advisors reduced its Lockheed Martin (LMT) stake by 7.4% in Q2 2026, selling an estimated $111K and leaving 2,585 shares worth $1.34M. The position accounts for 0.06% of the portfolio, ranked #299.

Kovack Advisors first reported a position in LMT in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.35M in Q1 2020. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Kovack Advisors held 2,585 shares of Lockheed Martin worth $1.34M as of Q2 2026.
  • Kovack Advisors sold 206 Lockheed Martin shares in Q2 2026, an estimated $111K.
  • Lockheed Martin made up 0.06% of Kovack Advisors's portfolio in Q2 2026, its #299 holding.
  • Kovack Advisors first reported a position in Lockheed Martin in Q4 2016 and has held it in 39 quarters since.
  • Kovack Advisors's Lockheed Martin position peaked at $3.35M in Q1 2020.
  • 2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.