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Allen Investment Management’s Lockheed Martin LMT Stock Holding History

Allen Investment Management’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 		$666K Hold
1,307
– – 0.01% 174
2026
Q1 		$790K Buy
1,307
+27
+2% +$16.6K 0.01% 164
2025
Q4 		$619K Buy
+1,280
New +$613K 0.01% 172
2021
Q2 		– Sell
-1,720
Closed -$636K – 185
2021
Q1 		$636K Hold
1,720
– – 0.01% 128
2020
Q4 		$611K Buy
1,720
+21
+1% +$7.72K 0.01% 123
2020
Q3 		$651K Buy
+1,699
New +$648K 0.01% 119
2017
Q2 		– Sell
-4,182
Closed -$1.12M – 221
2017
Q1 		$1.12M Hold
4,182
– – 0.06% 92
2016
Q4 		$1.04M Hold
4,182
– – 0.06% 98
2016
Q3 		$1M Sell
4,182
-87,419
-95% -$21.9M 0.06% 89
2016
Q2 		$22.7M Sell
91,601
-4,081
-4% -$962K 1.58% 22
2016
Q1 		$21.2M Sell
95,682
-5,550
-5% -$1.19M 1.67% 21
2015
Q4 		$22M Buy
101,232
+1,653
+2% +$359K 1.84% 20
2015
Q3 		$20.6M Sell
99,579
-2,215
-2% -$451K 1.98% 21
2015
Q2 		$18.9M Sell
101,794
-13,046
-11% -$2.51M 1.8% 21
2015
Q1 		$23.3M Buy
114,840
+21,074
+22% +$4.16M 1.71% 21
2014
Q4 		$18.1M Buy
93,766
+29,339
+46% +$5.45M 1.36% 28
2014
Q3 		$11.8M Buy
64,427
+12,532
+24% +$2.13M 0.98% 39
2014
Q2 		$8.34M Buy
+51,895
New +$8.44M 0.87% 43

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Allen Investment Management's LMT Position: Q2 2026 in Review

Allen Investment Management held its Lockheed Martin (LMT) position steady in Q2 2026 at 1,307 shares worth $666K. The position accounts for 0.01% of the portfolio, ranked #174.

Allen Investment Management first reported a position in LMT in Q2 2014 and has held it in 18 quarters since. The position peaked at $23.3M in Q1 2015. 2,783 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Allen Investment Management held 1,307 shares of Lockheed Martin worth $666K as of Q2 2026.
  • Allen Investment Management left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.01% of Allen Investment Management's portfolio in Q2 2026, its #174 holding.
  • Allen Investment Management first reported a position in Lockheed Martin in Q2 2014 and has held it in 18 quarters since.
  • Allen Investment Management's Lockheed Martin position peaked at $23.3M in Q1 2015.
  • 2,783 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.