AWAP
LMT icon

Alliance Wealth Advisors (Pennsylvania)’s Lockheed Martin LMT Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$433K Sell
850
-9
-1% -$4.87K 0.14% 100
2026
Q1 		$519K Hold
859
– – 0.23% 71
2025
Q4 		$415K Hold
859
– – 0.18% 93
2025
Q3 		$429K Sell
859
-15
-2% -$6.81K 0.19% 89
2025
Q2 		$405K Sell
874
-2
-0.2% -$936 0.21% 91
2025
Q1 		$391K Sell
876
-32
-4% -$14.7K 0.22% 87
2024
Q4 		$441K Sell
908
-6
-0.7% -$3.27K 0.25% 74
2024
Q3 		$534K Sell
914
-3
-0.3% -$1.61K 0.31% 63
2024
Q2 		$428K Sell
917
-162
-15% -$74.9K 0.27% 69
2024
Q1 		$491K Buy
1,079
+1
+0.1% +$438 0.31% 62
2023
Q4 		$489K Sell
1,078
-29
-3% -$12.8K 0.32% 61
2023
Q3 		$453K Sell
1,107
-8
-0.7% -$3.55K 0.33% 60
2023
Q2 		$513K Buy
1,115
+5
+0.5% +$2.32K 0.37% 56
2023
Q1 		$525K Sell
1,110
-345
-24% -$162K 0.39% 54
2022
Q4 		$708K Sell
1,455
-415
-22% -$193K 0.59% 38
2022
Q3 		$722K Sell
1,870
-28
-1% -$11.7K 0.67% 36
2022
Q2 		$816K Buy
1,898
+25
+1% +$11K 0.71% 34
2022
Q1 		$827K Buy
1,873
+139
+8% +$56.3K 0.69% 38
2021
Q4 		$616K Sell
1,734
-3
-0.2% -$1.04K 0.5% 48
2021
Q3 		$599K Buy
1,737
+21
+1% +$7.6K 0.53% 46
2021
Q2 		$649K Buy
1,716
+54
+3% +$20.8K 0.58% 43
2021
Q1 		$614K Buy
1,662
+349
+27% +$120K 0.61% 44
2020
Q4 		$466K Buy
+1,313
New +$483K 0.49% 51

Other funds holding LMT

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s LMT Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) reduced its Lockheed Martin (LMT) stake by 1% in Q2 2026, selling an estimated $4.87K and leaving 850 shares worth $433K. The position accounts for 0.14% of the portfolio, ranked #100.

Alliance Wealth Advisors (Pennsylvania) first reported a position in LMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $827K in Q1 2022. 444 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 850 shares of Lockheed Martin worth $433K as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) sold 9 Lockheed Martin shares in Q2 2026, an estimated $4.87K.
  • Lockheed Martin made up 0.14% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #100 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Lockheed Martin in Q4 2020 and has held it in 23 quarters since.
  • Alliance Wealth Advisors (Pennsylvania)'s Lockheed Martin position peaked at $827K in Q1 2022.
  • 444 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.