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Advisory Alpha’s Lockheed Martin LMT Stock Holding History

Advisory Alpha’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 		$3.11M Buy
5,150
+486
+10% +$299K 0.09% 96
2025
Q4 		$2.26M Buy
4,664
+2,129
+84% +$1.02M 0.06% 114
2025
Q3 		$1.27M Buy
2,535
+138
+6% +$62.6K 0.04% 148
2025
Q2 		$1.11M Buy
2,397
+258
+12% +$121K 0.03% 157
2025
Q1 		$956K Buy
2,139
+149
+7% +$68.6K 0.03% 164
2024
Q4 		$967K Sell
1,990
-149
-7% -$81.2K 0.03% 155
2024
Q3 		$1.25M Sell
2,139
-21
-1% -$11.3K 0.04% 133
2024
Q2 		$1.01M Sell
2,160
-16
-0.7% -$7.39K 0.04% 150
2024
Q1 		$990K Buy
2,176
+250
+13% +$110K 0.04% 155
2023
Q4 		$873K Buy
1,926
+189
+11% +$83.7K 0.04% 153
2023
Q3 		$711K Buy
1,737
+211
+14% +$93.6K 0.04% 165
2023
Q2 		$703K Buy
1,526
+10
+0.7% +$4.64K 0.04% 190
2023
Q1 		$717K Buy
1,516
+11
+0.7% +$5.16K 0.05% 142
2022
Q4 		$733K Buy
1,505
+352
+31% +$164K 0.05% 130
2022
Q3 		$446K Buy
1,153
+6
+0.5% +$2.5K 0.03% 169
2022
Q2 		$493K Sell
1,147
-136
-11% -$59.7K 0.04% 160
2022
Q1 		$566K Buy
+1,283
New +$520K 0.04% 165

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

Advisory Alpha's LMT Position: Q1 2026 in Review

Advisory Alpha increased its Lockheed Martin (LMT) stake by 10% in Q1 2026, buying an estimated $299K and bringing the position to 5,150 shares worth $3.11M. The position accounts for 0.09% of the portfolio, ranked #96.

Advisory Alpha first reported a position in LMT in Q1 2022 and has held it in 17 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Advisory Alpha held 5,150 shares of Lockheed Martin worth $3.11M as of Q1 2026.
  • Advisory Alpha bought 486 Lockheed Martin shares in Q1 2026, an estimated $299K.
  • Lockheed Martin made up 0.09% of Advisory Alpha's portfolio in Q1 2026, its #96 holding.
  • Advisory Alpha first reported a position in Lockheed Martin in Q1 2022 and has held it in 17 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.