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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 $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

Private Advisor Group's LMT Position: Q2 2026 in Review

Private Advisor Group reduced its Lockheed Martin (LMT) stake by 19% in Q2 2026, selling an estimated $4M and leaving 31,228 shares worth $15.9M. The position accounts for 0.07% of the portfolio, ranked #283.

Private Advisor Group first reported a position in LMT in Q4 2013 and has held it in 51 quarters since. The position peaked at $27M in Q3 2024. 2,779 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Private Advisor Group held 31,228 shares of Lockheed Martin worth $15.9M as of Q2 2026.
  • Private Advisor Group sold 7,390 Lockheed Martin shares in Q2 2026, an estimated $4M.
  • Lockheed Martin made up 0.07% of Private Advisor Group's portfolio in Q2 2026, its #283 holding.
  • Private Advisor Group first reported a position in Lockheed Martin in Q4 2013 and has held it in 51 quarters since.
  • Private Advisor Group's Lockheed Martin position peaked at $27M in Q3 2024.
  • 2,779 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.