SEC 13F Intelligence

American Trust Investment Advisors, LLC / LMT

American Trust Investment Advisors, LLC’s Lockheed Martin Corp Position

Does American Trust Investment Advisors, LLC own Lockheed Martin Corp (LMT)? Yes — 3.3K shares worth $2M (+1.09% of its 13F portfolio) as of Q1 2026, down from 3.4K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
3.3K
% of Portfolio
+1.09%
Quarters Held
5
currently held

Position History LMT

Reported value by quarter
Q1 ’25: $2MQ1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.3K$2M+1.09%
Q4 20253.4K$2M+0.88%
Q3 20253.3K$2M+0.84%
Q2 20253.2K$1M+0.75%
Q1 20254.9K$2M+0.92%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See American Trust Investment Advisors, LLC’s full portfolio or all institutional holders of LMT.