Alpha Advisors’s Lockheed Martin LMT Stock Holding History

Alpha 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	$312K	Buy	613 +1	+0.2%	+$541	0.23%	43
2026 Q1	$370K	Buy	612 +6	+1%	+$3.7K	0.29%	35
2025 Q4	$293K	Sell	606 -26	-4%	-$12.4K	0.23%	36
2025 Q3	$316K	Buy	632 +51	+9%	+$23.1K	0.24%	35
2025 Q2	$269K	Buy	581 +4	+0.7%	+$1.87K	0.23%	33
2025 Q1	$258K	Sell	577 -24	-4%	-$11K	0.22%	33
2024 Q4	$292K	Buy	+601	New	+$328K	0.3%	30

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

Alpha Advisors's LMT Position: Q2 2026 in Review

Alpha Advisors increased its Lockheed Martin (LMT) stake by 0.16% in Q2 2026, buying an estimated $541 and bringing the position to 613 shares worth $312K. The position accounts for 0.23% of the portfolio, ranked #43.

Alpha Advisors first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $370K in Q1 2026. 2,771 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Alpha Advisors held 613 shares of Lockheed Martin worth $312K as of Q2 2026.
Alpha Advisors bought 1 Lockheed Martin share in Q2 2026, an estimated $541.
Lockheed Martin made up 0.23% of Alpha Advisors's portfolio in Q2 2026, its #43 holding.
Alpha Advisors first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
Alpha Advisors's Lockheed Martin position peaked at $370K in Q1 2026.
2,771 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.