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Alley Investment Management Company’s Lockheed Martin LMT Stock Holding History

Alley Investment Management Company’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 		$12.6M Sell
24,723
-2,655
-10% -$1.44M 1.47% 30
2026
Q1 		$16.5M Sell
27,378
-7,188
-21% -$4.43M 2.02% 17
2025
Q4 		$16.7M Sell
34,566
-227
-0.7% -$109K 1.96% 21
2025
Q3 		$17.4M Buy
34,793
+3,464
+11% +$1.57M 2.02% 21
2025
Q2 		$14.5M Sell
31,329
-47
-0.1% -$22K 1.76% 23
2025
Q1 		$14M Sell
31,376
-84
-0.3% -$38.7K 1.76% 23
2024
Q4 		$15.3M Sell
31,460
-3,515
-10% -$1.92M 1.93% 21
2024
Q3 		$20.4M Sell
34,975
-122
-0.3% -$65.5K 2.59% 9
2024
Q2 		$16.4M Buy
35,097
+27
+0.1% +$12.5K 2.24% 19
2024
Q1 		$16M Buy
35,070
+29
+0.1% +$12.7K 2.2% 18
2023
Q4 		$15.9M Buy
35,041
+1,460
+4% +$647K 2.32% 15
2023
Q3 		$13.7M Buy
33,581
+228
+0.7% +$101K 2.33% 14
2023
Q2 		$15.4M Buy
33,353
+50
+0.2% +$23.2K 2.48% 11
2023
Q1 		$15.7M Buy
33,303
+600
+2% +$281K 2.63% 10
2022
Q4 		$15.9M Buy
32,703
+27
+0.1% +$12.5K 2.73% 7
2022
Q3 		$12.6M Sell
32,676
-18
-0.1% -$7.52K 2.52% 12
2022
Q2 		$14.1M Sell
32,694
-114
-0.3% -$50.1K 2.65% 8
2022
Q1 		$14.5M Buy
+32,808
New +$13.3M 2.39% 13

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Alley Investment Management Company's LMT Position: Q2 2026 in Review

Alley Investment Management Company reduced its Lockheed Martin (LMT) stake by 9.7% in Q2 2026, selling an estimated $1.44M and leaving 24,723 shares worth $12.6M. The position accounts for 1.47% of the portfolio, ranked #30.

Alley Investment Management Company first reported a position in LMT in Q1 2022 and has held it in 18 quarters since. The position peaked at $20.4M in Q3 2024. 1,953 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Alley Investment Management Company held 24,723 shares of Lockheed Martin worth $12.6M as of Q2 2026.
  • Alley Investment Management Company sold 2,655 Lockheed Martin shares in Q2 2026, an estimated $1.44M.
  • Lockheed Martin made up 1.47% of Alley Investment Management Company's portfolio in Q2 2026, its #30 holding.
  • Alley Investment Management Company first reported a position in Lockheed Martin in Q1 2022 and has held it in 18 quarters since.
  • Alley Investment Management Company's Lockheed Martin position peaked at $20.4M in Q3 2024.
  • 1,953 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Alley Investment Management Company's 13F filing for Q2 2026, filed 23 Jul 2026.