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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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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.