Allen Wealth Management
LMT icon

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
Q3 		$2.78M Sell
5,468
-143
-3% -$78.6K 1.36% 11
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Allen Wealth Management's LMT Position: Q3 2026 in Review

Allen Wealth Management reduced its Lockheed Martin (LMT) stake by 2.5% in Q3 2026, selling an estimated $78.6K and leaving 5,468 shares worth $2.78M. The position accounts for 1.36% of the portfolio, ranked #11.

Allen Wealth Management first reported a position in LMT in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.71M in Q1 2026. 1,927 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Allen Wealth Management held 5,468 shares of Lockheed Martin worth $2.78M as of Q3 2026.
  • Allen Wealth Management sold 143 Lockheed Martin shares in Q3 2026, an estimated $78.6K.
  • Lockheed Martin made up 1.36% of Allen Wealth Management's portfolio in Q3 2026, its #11 holding.
  • Allen Wealth Management first reported a position in Lockheed Martin in Q4 2023 and has held it in 12 quarters since.
  • Allen Wealth Management's Lockheed Martin position peaked at $3.71M in Q1 2026.
  • 1,927 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Allen Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.