Allied Private Wealth’s Lockheed Martin LMT Stock Holding History

Allied Private Wealth’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	$41.9K	Buy	+79	New	+$42.7K	0.03%	262

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Allied Private Wealth's LMT Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Lockheed Martin (LMT) in Q2 2026: 79 shares worth $41.9K. The stake represents 0.03% of the portfolio and ranks #262 among its holdings.

2,770 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Allied Private Wealth held 79 shares of Lockheed Martin worth $41.9K as of Q2 2026.
Lockheed Martin was a new Allied Private Wealth position in Q2 2026.
Lockheed Martin made up 0.03% of Allied Private Wealth's portfolio in Q2 2026, its #262 holding.
2,770 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.