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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
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 $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

Allen Investment Management's LMT Position: Q1 2026 in Review

Allen Investment Management increased its Lockheed Martin (LMT) stake by 2.1% in Q1 2026, buying an estimated $16.6K and bringing the position to 1,307 shares worth $790K. The position accounts for 0.01% of the portfolio, ranked #164.

Allen Investment Management first reported a position in LMT in Q2 2014 and has held it in 17 quarters since. The position peaked at $23.3M in Q1 2015. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Allen Investment Management held 1,307 shares of Lockheed Martin worth $790K as of Q1 2026.
  • Allen Investment Management bought 27 Lockheed Martin shares in Q1 2026, an estimated $16.6K.
  • Lockheed Martin made up 0.01% of Allen Investment Management's portfolio in Q1 2026, its #164 holding.
  • Allen Investment Management first reported a position in Lockheed Martin in Q2 2014 and has held it in 17 quarters since.
  • Allen Investment Management's Lockheed Martin position peaked at $23.3M in Q1 2015.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Allen Investment Management's 13F filing for Q1 2026, filed 7 May 2026.