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Allied Investment Advisors’s Lockheed Martin LMT Stock Holding History

Allied Investment Advisors’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 		$12.7M Buy
24,963
+1,036
+4% +$560K 1.6% 31
2026
Q1 		$14.5M Buy
23,927
+334
+1% +$206K 2.07% 20
2025
Q4 		$11.4M Buy
23,593
+829
+4% +$397K 1.76% 26
2025
Q3 		$11.4M Buy
22,764
+1,604
+8% +$728K 1.81% 26
2025
Q2 		$9.8M Buy
21,160
+616
+3% +$288K 1.71% 31
2025
Q1 		$9.18M Buy
20,544
+1,829
+10% +$842K 1.74% 31
2024
Q4 		$9.09M Buy
18,715
+89
+0.5% +$48.5K 1.83% 28
2024
Q3 		$10.9M Buy
18,626
+91
+0.5% +$48.9K 2.16% 21
2024
Q2 		$8.66M Buy
18,535
+495
+3% +$229K 2.03% 28
2024
Q1 		$8.21M Buy
18,040
+859
+5% +$376K 1.98% 31
2023
Q4 		$7.79M Buy
17,181
+325
+2% +$144K 2.12% 28
2023
Q3 		$6.89M Buy
16,856
+454
+3% +$201K 2.06% 29
2023
Q2 		$7.55M Buy
16,402
+542
+3% +$252K 2.19% 28
2023
Q1 		$7.5M Buy
15,860
+249
+2% +$117K 2.32% 24
2022
Q4 		$7.59M Buy
15,611
+35
+0.2% +$16.3K 2.37% 21
2022
Q3 		$6.02M Buy
15,576
+454
+3% +$190K 2.24% 26
2022
Q2 		$6.5M Buy
15,122
+30
+0.2% +$13.2K 2.33% 26
2022
Q1 		$6.66M Buy
15,092
+1,286
+9% +$521K 2.17% 28
2021
Q4 		$4.91M Buy
13,806
+1,536
+13% +$531K 1.68% 33
2021
Q3 		$4.23M Buy
12,270
+444
+4% +$161K 1.6% 33
2021
Q2 		$4.47M Buy
+11,826
New +$4.55M 1.69% 33

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

Allied Investment Advisors's LMT Position: Q2 2026 in Review

Allied Investment Advisors increased its Lockheed Martin (LMT) stake by 4.3% in Q2 2026, buying an estimated $560K and bringing the position to 24,963 shares worth $12.7M. The position accounts for 1.6% of the portfolio, ranked #31.

Allied Investment Advisors first reported a position in LMT in Q2 2021 and has held it in 21 quarters since. The position peaked at $14.5M in Q1 2026. 2,769 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Allied Investment Advisors held 24,963 shares of Lockheed Martin worth $12.7M as of Q2 2026.
  • Allied Investment Advisors bought 1,036 Lockheed Martin shares in Q2 2026, an estimated $560K.
  • Lockheed Martin made up 1.6% of Allied Investment Advisors's portfolio in Q2 2026, its #31 holding.
  • Allied Investment Advisors first reported a position in Lockheed Martin in Q2 2021 and has held it in 21 quarters since.
  • Allied Investment Advisors's Lockheed Martin position peaked at $14.5M in Q1 2026.
  • 2,769 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.