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Allred Capital Management’s Lockheed Martin LMT Stock Holding History

Allred Capital Management’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
Q1 		$257K Buy
+426
New +$262K 0.09% 142
2025
Q4 		– Sell
-777
Closed -$388K – 166
2025
Q3 		$388K Buy
777
+5
+0.6% +$2.27K 0.14% 124
2025
Q2 		$358K Sell
772
-76
-9% -$35.6K 0.13% 121
2025
Q1 		$379K Sell
848
-52
-6% -$23.9K 0.15% 124
2024
Q4 		$437K Sell
900
-116
-11% -$63.2K 0.17% 119
2024
Q3 		$594K Buy
1,016
+3
+0.3% +$1.61K 0.23% 95
2024
Q2 		$473K Buy
1,013
+177
+21% +$81.8K 0.18% 111
2024
Q1 		$380K Sell
836
-1
-0.1% -$438 0.15% 126
2023
Q4 		$379K Buy
837
+103
+14% +$45.6K 0.16% 123
2023
Q3 		$300K Sell
734
-18
-2% -$7.99K 0.15% 120
2023
Q2 		$346K Hold
752
– – 0.17% 112
2023
Q1 		$355K Sell
752
-22
-3% -$10.3K 0.19% 100
2022
Q4 		$377K Sell
774
-2
-0.3% -$929 0.21% 94
2022
Q3 		$299K Buy
776
+2
+0.3% +$835 0.19% 112
2022
Q2 		$332K Sell
774
-58
-7% -$25.5K 0.21% 107
2022
Q1 		$367K Sell
832
-48
-5% -$19.5K 0.19% 112
2021
Q4 		$312K Buy
880
+78
+10% +$27K 0.15% 144
2021
Q3 		$277K Buy
802
+1
+0.1% +$362 0.15% 145
2021
Q2 		$303K Sell
801
-173
-18% -$66.5K 0.15% 148
2021
Q1 		$360K Sell
974
-369
-27% -$127K 0.16% 130
2020
Q4 		$476K Sell
1,343
-7
-0.5% -$2.57K 0.26% 97
2020
Q3 		$517K Sell
1,350
-64
-5% -$24.4K 0.31% 81
2020
Q2 		$515K Buy
1,414
+39
+3% +$14.7K 0.33% 80
2020
Q1 		$466K Sell
1,375
-73
-5% -$28.7K 0.36% 75
2019
Q4 		$564K Sell
1,448
-38
-3% -$14.6K 0.31% 77
2019
Q3 		$570K Sell
1,486
-429
-22% -$161K 0.35% 80
2019
Q2 		$703K Sell
1,915
-6
-0.3% -$2.01K 0.4% 71
2019
Q1 		$582K Buy
1,921
+252
+15% +$73.9K 0.33% 89
2018
Q4 		$436K Buy
+1,669
New +$506K 0.29% 98

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Allred Capital Management's LMT Position: Q1 2026 in Review

Allred Capital Management opened a new position in Lockheed Martin (LMT) in Q1 2026: 426 shares worth $257K. The stake represents 0.09% of the portfolio and ranks #142 among its holdings. This is a return to the name: Allred Capital Management previously reported a position in LMT as recently as Q3 2025.

Allred Capital Management first reported a position in LMT in Q4 2018 and has held it in 29 quarters since. The position peaked at $703K in Q2 2019. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Allred Capital Management held 426 shares of Lockheed Martin worth $257K as of Q1 2026.
  • Lockheed Martin was a new Allred Capital Management position in Q1 2026.
  • Lockheed Martin made up 0.09% of Allred Capital Management's portfolio in Q1 2026, its #142 holding.
  • Allred Capital Management first reported a position in Lockheed Martin in Q4 2018 and has held it in 29 quarters since.
  • Allred Capital Management's Lockheed Martin position peaked at $703K in Q2 2019.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Allred Capital Management's 13F filing for Q1 2026, filed 14 May 2026.