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Sheaff Brock Investment Advisors’s Lockheed Martin LMT Stock Holding History

Sheaff Brock Investment 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
2023
Q3 		– Hold
0
– -$460K – 479
2023
Q2 		– Sell
-1,200
Closed -$557K – 274
2023
Q1 		$567K Buy
+1,200
New +$563K 0.05% 240
2020
Q1 		– Sell
-2,200
Closed -$857K – 459
2019
Q4 		$857K Buy
+2,200
New +$844K 0.08% 169

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sheaff Brock Investment Advisors's LMT Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Lockheed Martin (LMT) stake by 77% in Q1 2025, selling an estimated $5.99M and leaving 3,961 shares worth $1.77M. The position accounts for 0.16% of the portfolio, ranked #111.

Sheaff Brock Investment Advisors first reported a position in LMT in Q4 2015 and has held it in 38 quarters since. The position peaked at $11.6M in Q3 2024. 2,566 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

  • Sheaff Brock Investment Advisors held 3,961 shares of Lockheed Martin worth $1.77M as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 13,004 Lockheed Martin shares in Q1 2025, an estimated $5.99M.
  • Lockheed Martin made up 0.16% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #111 holding.
  • Sheaff Brock Investment Advisors first reported a position in Lockheed Martin in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's Lockheed Martin position peaked at $11.6M in Q3 2024.
  • 2,566 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.