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

Alliance Wealth Advisors (Utah)’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 		$259K Sell
509
-69
-12% -$37.3K 0.05% 205
2026
Q1 		$349K Sell
578
-50
-8% -$30.8K 0.08% 171
2025
Q4 		$304K Sell
628
-117
-16% -$56K 0.07% 211
2025
Q3 		$372K Buy
745
+68
+10% +$30.9K 0.09% 209
2025
Q2 		$314K Buy
677
+76
+13% +$35.6K 0.08% 217
2025
Q1 		$268K Buy
601
+2
+0.3% +$921 0.07% 225
2024
Q4 		$291K Buy
599
+66
+12% +$36K 0.08% 219
2024
Q3 		$312K Sell
533
-9
-2% -$4.83K 0.08% 208
2024
Q2 		$253K Buy
542
+80
+17% +$37K 0.07% 205
2024
Q1 		$210K Buy
+462
New +$202K 0.06% 224
2023
Q2 		– Sell
-480
Closed -$227K – 231
2023
Q1 		$227K Sell
480
-2
-0.4% -$938 0.09% 210
2022
Q4 		$234K Buy
+482
New +$224K 0.11% 195

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

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

Alliance Wealth Advisors (Utah) reduced its Lockheed Martin (LMT) stake by 12% in Q2 2026, selling an estimated $37.3K and leaving 509 shares worth $259K. The position accounts for 0.05% of the portfolio, ranked #205.

Alliance Wealth Advisors (Utah) first reported a position in LMT in Q4 2022 and has held it in 12 quarters since. The position peaked at $372K in Q3 2025. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 509 shares of Lockheed Martin worth $259K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 69 Lockheed Martin shares in Q2 2026, an estimated $37.3K.
  • Lockheed Martin made up 0.05% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #205 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Lockheed Martin in Q4 2022 and has held it in 12 quarters since.
  • Alliance Wealth Advisors (Utah)'s Lockheed Martin position peaked at $372K in Q3 2025.
  • 2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.