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Private Advisor Group’s Lockheed Martin LMT Stock Holding History

Private Advisor Group’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
2023
Q4 		– Sell
-3,000
Closed -$12.3K – 2394
2023
Q3 		$12.3K Buy
+3,000
New +$1.33M ﹤0.01% 2157

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

Private Advisor Group's LMT Position: Q1 2026 in Review

Private Advisor Group reduced its Lockheed Martin (LMT) stake by 0.52% in Q1 2026, selling an estimated $125K and leaving 38,618 shares worth $23.3M. The position accounts for 0.11% of the portfolio, ranked #193.

Private Advisor Group first reported a position in LMT in Q4 2013 and has held it in 50 quarters since. The position peaked at $27M in Q3 2024. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Private Advisor Group held 38,618 shares of Lockheed Martin worth $23.3M as of Q1 2026.
  • Private Advisor Group sold 203 Lockheed Martin shares in Q1 2026, an estimated $125K.
  • Lockheed Martin made up 0.11% of Private Advisor Group's portfolio in Q1 2026, its #193 holding.
  • Private Advisor Group first reported a position in Lockheed Martin in Q4 2013 and has held it in 50 quarters since.
  • Private Advisor Group's Lockheed Martin position peaked at $27M in Q3 2024.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.