Alan B. Lancz & Associates’s Lockheed Martin LMT Stock Holding History

Alan B. Lancz & Associates’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 Q2	$420K	Hold	825	–	–	0.37%	73
2026 Q1	$499K	Sell	825 -150	-15%	-$92.4K	0.48%	54
2025 Q4	$472K	Hold	975	–	–	0.41%	59
2025 Q3	$487K	Hold	975	–	–	0.44%	58
2025 Q2	$452K	Hold	975	–	–	0.45%	57
2025 Q1	$436K	Hold	975	–	–	0.46%	56
2024 Q4	$474K	Hold	975	–	–	0.48%	51
2024 Q3	$570K	Hold	975	–	–	0.52%	48
2024 Q2	$455K	Buy	+975	New	+$451K	0.45%	56
2023 Q4	$460K	Sell	1,015 -70	-6%	-$31K	0.48%	54
2023 Q3	$444K	Hold	1,085	–	–	0.5%	53
2023 Q2	$500K	Hold	1,085	–	–	0.53%	50
2023 Q1	$513K	Hold	1,085	–	–	0.53%	52
2022 Q4	$488K	Hold	1,085	–	–	0.49%	59
2022 Q3	$419K	Hold	1,085	–	–	0.5%	56
2022 Q2	$449K	Sell	1,085 -112	-9%	-$49.2K	0.44%	62
2022 Q1	$528K	Hold	1,197	–	–	0.47%	66
2021 Q4	$425K	Buy	+1,197	New	+$414K	0.37%	75

Other funds holding LMT

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Alan B. Lancz & Associates's LMT Position: Q2 2026 in Review

Alan B. Lancz & Associates held its Lockheed Martin (LMT) position steady in Q2 2026 at 825 shares worth $420K. The position accounts for 0.37% of the portfolio, ranked #73.

Alan B. Lancz & Associates first reported a position in LMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $570K in Q3 2024. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Alan B. Lancz & Associates held 825 shares of Lockheed Martin worth $420K as of Q2 2026.
Alan B. Lancz & Associates left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 0.37% of Alan B. Lancz & Associates's portfolio in Q2 2026, its #73 holding.
Alan B. Lancz & Associates first reported a position in Lockheed Martin in Q4 2021 and has held it in 18 quarters since.
Alan B. Lancz & Associates's Lockheed Martin position peaked at $570K in Q3 2024.
2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.