Algert Global’s Lockheed Martin LMT Stock Holding History

Algert Global’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	$4.58M	Buy	+7,575	New	+$4.67M	0.07%	465
2025 Q3	–	Sell	-11,453	Closed	-$5.3M	–	1250
2025 Q2	$5.3M	Buy	+11,453	New	+$5.36M	0.11%	310
2024 Q3	–	Sell	-594	Closed	-$277K	–	1410
2024 Q2	$277K	Buy	+594	New	+$275K	0.01%	1151
2024 Q1	–	Sell	-1,074	Closed	-$487K	–	1182
2023 Q4	$487K	Buy	+1,074	New	+$476K	0.02%	830
2023 Q3	–	Sell	-2,592	Closed	-$1.19M	–	1185
2023 Q2	$1.19M	Hold	2,592	–	–	0.05%	597
2023 Q1	$1.23M	Buy	2,592 +524	+25%	+$246K	0.06%	557
2022 Q4	$1.01M	Buy	2,068 +1,402	+211%	+$651K	0.06%	567
2022 Q3	$257K	Sell	666 -1,392	-68%	-$581K	0.02%	985
2022 Q2	$885K	Buy	2,058 +597	+41%	+$262K	0.07%	533
2022 Q1	$645K	Buy	+1,461	New	+$592K	0.04%	717

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Algert Global's LMT Position: Q1 2026 in Review

Algert Global opened a new position in Lockheed Martin (LMT) in Q1 2026: 7,575 shares worth $4.58M. The stake represents 0.07% of the portfolio and ranks #465 among its holdings. This is a return to the name: Algert Global previously reported a position in LMT as recently as Q2 2025.

Algert Global first reported a position in LMT in Q1 2022 and has held it in 10 quarters since. The position peaked at $5.3M in Q2 2025. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Algert Global held 7,575 shares of Lockheed Martin worth $4.58M as of Q1 2026.
Lockheed Martin was a new Algert Global position in Q1 2026.
Lockheed Martin made up 0.07% of Algert Global's portfolio in Q1 2026, its #465 holding.
Algert Global first reported a position in Lockheed Martin in Q1 2022 and has held it in 10 quarters since.
Algert Global's Lockheed Martin position peaked at $5.3M in Q2 2025.
2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.