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Alerus Financial’s Lockheed Martin LMT Stock Holding History

Alerus Financial’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 		$1.43M Buy
2,358
+2,055
+678% +$1.27M 0.07% 121
2025
Q4 		$147K Hold
303
– – 0.01% 183
2025
Q3 		$151K Hold
303
– – 0.01% 191
2025
Q2 		$140K Buy
+303
New +$142K 0.01% 180
2024
Q4 		– Sell
-346
Closed -$202K – 164
2024
Q3 		$202K Buy
+346
New +$186K 0.01% 152
2023
Q3 		– Sell
-886
Closed -$408K – 161
2023
Q2 		$408K Sell
886
-24
-3% -$11.1K 0.03% 126
2023
Q1 		$430K Sell
910
-13,199
-94% -$6.19M 0.04% 130
2022
Q4 		$6.86M Sell
14,109
-387
-3% -$180K 0.63% 39
2022
Q3 		$5.6M Buy
14,496
+228
+2% +$95.2K 0.56% 44
2022
Q2 		$6.13M Sell
14,268
-2,074
-13% -$911K 0.57% 39
2022
Q1 		$7.21M Buy
16,342
+3,562
+28% +$1.44M 0.62% 34
2021
Q4 		$4.54M Buy
12,780
+1,854
+17% +$641K 0.37% 73
2021
Q3 		$3.77M Sell
10,926
-4,613
-30% -$1.67M 0.34% 72
2021
Q2 		$5.88M Sell
15,539
-1,163
-7% -$447K 0.59% 34
2021
Q1 		$6.17M Buy
16,702
+1,173
+8% +$402K 0.65% 31
2020
Q4 		$5.51M Buy
15,529
+869
+6% +$319K 0.56% 42
2020
Q3 		$5.62M Sell
14,660
-2,218
-13% -$846K 0.63% 34
2020
Q2 		$6.16M Buy
16,878
+1,715
+11% +$648K 0.72% 32
2020
Q1 		$5.14M Buy
15,163
+2,200
+17% +$865K 0.71% 32
2019
Q4 		$5.05M Buy
12,963
+2,549
+24% +$978K 0.58% 49
2019
Q3 		$4.06M Buy
10,414
+4,199
+68% +$1.58M 0.53% 58
2019
Q2 		$2.26M Buy
6,215
+153
+3% +$51.2K 0.3% 81
2019
Q1 		$1.82M Buy
+6,062
New +$1.78M 0.25% 87

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

Alerus Financial's LMT Position: Q1 2026 in Review

Alerus Financial increased its Lockheed Martin (LMT) stake by 678% in Q1 2026, buying an estimated $1.27M and bringing the position to 2,358 shares worth $1.43M. The position accounts for 0.07% of the portfolio, ranked #121.

Alerus Financial first reported a position in LMT in Q1 2019 and has held it in 23 quarters since. The position peaked at $7.21M in Q1 2022. 2,908 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Alerus Financial held 2,358 shares of Lockheed Martin worth $1.43M as of Q1 2026.
  • Alerus Financial bought 2,055 Lockheed Martin shares in Q1 2026, an estimated $1.27M.
  • Lockheed Martin made up 0.07% of Alerus Financial's portfolio in Q1 2026, its #121 holding.
  • Alerus Financial first reported a position in Lockheed Martin in Q1 2019 and has held it in 23 quarters since.
  • Alerus Financial's Lockheed Martin position peaked at $7.21M in Q1 2022.
  • 2,908 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.