Allen Mooney & Barnes Investment Advisors’s Lockheed Martin LMT Stock Holding History

Allen Mooney & Barnes Investment Advisors’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	$217K	Buy	426 +2	+0.5%	+$1.08K	0.03%	146
2026 Q1	$257K	Buy	424 +1	+0.2%	+$616	0.04%	139
2025 Q4	$205K	Buy	423 +1	+0.2%	+$479	0.03%	157
2025 Q3	$211K	Buy	+422	New	+$191K	0.03%	150
2024 Q4	–	Sell	-568	Closed	-$332K	–	155
2024 Q3	$332K	Buy	+568	New	+$305K	0.06%	120

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Allen Mooney & Barnes Investment Advisors's LMT Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors increased its Lockheed Martin (LMT) stake by 0.47% in Q2 2026, buying an estimated $1.08K and bringing the position to 426 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #146.

Allen Mooney & Barnes Investment Advisors first reported a position in LMT in Q3 2024 and has held it in 5 quarters since. The position peaked at $332K in Q3 2024. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Allen Mooney & Barnes Investment Advisors held 426 shares of Lockheed Martin worth $217K as of Q2 2026.
Allen Mooney & Barnes Investment Advisors bought 2 Lockheed Martin shares in Q2 2026, an estimated $1.08K.
Lockheed Martin made up 0.03% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #146 holding.
Allen Mooney & Barnes Investment Advisors first reported a position in Lockheed Martin in Q3 2024 and has held it in 5 quarters since.
Allen Mooney & Barnes Investment Advisors's Lockheed Martin position peaked at $332K in Q3 2024.
2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.