Lido Advisors
LMT icon

Lido Advisors’s Lockheed Martin LMT Stock Holding History

Lido 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
2026
Q1 		$242K Sell
400
-300
-43% -$185K ﹤0.01% 1684
2025
Q4 		$339K Hold
700
– – ﹤0.01% 1497
2025
Q3 		$349K Buy
700
+400
+133% +$181K ﹤0.01% 1408
2025
Q2 		$139K Buy
300
+200
+200% +$93.6K ﹤0.01% 1565
2025
Q1 		$44.7K Sell
100
-100
-50% -$46K ﹤0.01% 1477
2024
Q4 		$97.2K Hold
200
– – ﹤0.01% 1446
2024
Q3 		$117K Buy
+200
New +$107K ﹤0.01% 1390
2024
Q2 		– Sell
-400
Closed -$182K – 1455
2024
Q1 		$182K Hold
400
– – ﹤0.01% 1274
2023
Q4 		$181K Sell
400
-900
-69% -$399K ﹤0.01% 1236
2023
Q3 		$532K Buy
1,300
+300
+30% +$133K ﹤0.01% 729
2023
Q2 		$460K Hold
1,000
– – ﹤0.01% 775
2023
Q1 		$473K Buy
1,000
+900
+900% +$422K ﹤0.01% 691
2022
Q4 		$48.6K Buy
+100
New +$46.5K ﹤0.01% 993

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

Lido Advisors's LMT Position: Q1 2026 in Review

Lido Advisors reduced its Lockheed Martin (LMT) stake by 8% in Q1 2026, selling an estimated $2.09M and leaving 38,948 shares worth $23.5M. The position accounts for 0.07% of the portfolio, ranked #177.

Lido Advisors first reported a position in LMT in Q1 2016 and has held it in 33 quarters since. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Lido Advisors held 38,948 shares of Lockheed Martin worth $23.5M as of Q1 2026.
  • Lido Advisors sold 3,385 Lockheed Martin shares in Q1 2026, an estimated $2.09M.
  • Lockheed Martin made up 0.07% of Lido Advisors's portfolio in Q1 2026, its #177 holding.
  • Lido Advisors first reported a position in Lockheed Martin in Q1 2016 and has held it in 33 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

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