AWM
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Allen Wealth Management’s Lockheed Martin LMT Stock Holding History

Allen Wealth 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 		$2.86M Sell
5,611
-526
-9% -$284K 1.39% 14
2026
Q1 		$3.71M Sell
6,137
-411
-6% -$253K 1.86% 10
2025
Q4 		$3.17M Sell
6,548
-84
-1% -$40.2K 1.91% 10
2025
Q3 		$3.31M Sell
6,632
-24
-0.4% -$10.9K 2.24% 7
2025
Q2 		$3.08M Buy
6,656
+69
+1% +$32.3K 2.16% 8
2025
Q1 		$2.94M Buy
6,587
+210
+3% +$96.7K 2.03% 8
2024
Q4 		$3.1M Buy
6,377
+71
+1% +$38.7K 2.22% 8
2024
Q3 		$3.69M Buy
6,306
+47
+0.8% +$25.2K 2.56% 7
2024
Q2 		$2.92M Buy
6,259
+243
+4% +$112K 2.6% 6
2024
Q1 		$2.74M Sell
6,016
-97
-2% -$42.5K 2.41% 7
2023
Q4 		$2.77M Buy
+6,113
New +$2.71M 2.71% 7

Other funds holding LMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

Allen Wealth Management reduced its Lockheed Martin (LMT) stake by 8.6% in Q2 2026, selling an estimated $284K and leaving 5,611 shares worth $2.86M. The position accounts for 1.39% of the portfolio, ranked #14.

Allen Wealth Management first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.71M in Q1 2026. 1,260 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Allen Wealth Management held 5,611 shares of Lockheed Martin worth $2.86M as of Q2 2026.
  • Allen Wealth Management sold 526 Lockheed Martin shares in Q2 2026, an estimated $284K.
  • Lockheed Martin made up 1.39% of Allen Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Allen Wealth Management first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
  • Allen Wealth Management's Lockheed Martin position peaked at $3.71M in Q1 2026.
  • 1,260 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.