Alpha Family Trust’s Lockheed Martin LMT Stock Holding History

Alpha Family Trust’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	$335K	Hold	555	–	–	0.16%	114
2025 Q4	$268K	Sell	555 -135	-20%	-$64.6K	0.12%	147
2025 Q3	$344K	Buy	690 +220	+47%	+$99.8K	0.16%	113
2025 Q2	$218K	Hold	470	–	–	0.11%	176
2025 Q1	$210K	Hold	470	–	–	0.12%	160
2024 Q4	$228K	Hold	470	–	–	0.13%	133
2024 Q3	$275K	Hold	470	–	–	0.15%	117
2024 Q2	$220K	Hold	470	–	–	0.13%	136
2024 Q1	$214K	Buy	+470	New	+$206K	0.13%	137
2023 Q3	–	Sell	-515	Closed	-$237K	–	137
2023 Q2	$237K	Sell	515 -50	-9%	-$23.2K	0.17%	101
2023 Q1	$267K	Buy	565 +50	+10%	+$23.4K	0.21%	91
2022 Q4	$251K	Buy	+515	New	+$239K	0.23%	94

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Alpha Family Trust's LMT Position: Q1 2026 in Review

Alpha Family Trust held its Lockheed Martin (LMT) position steady in Q1 2026 at 555 shares worth $335K. The position accounts for 0.16% of the portfolio, ranked #114.

Alpha Family Trust first reported a position in LMT in Q4 2022 and has held it in 12 quarters since. The position peaked at $344K in Q3 2025. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Alpha Family Trust held 555 shares of Lockheed Martin worth $335K as of Q1 2026.
Alpha Family Trust left its Lockheed Martin share count unchanged in Q1 2026.
Lockheed Martin made up 0.16% of Alpha Family Trust's portfolio in Q1 2026, its #114 holding.
Alpha Family Trust first reported a position in Lockheed Martin in Q4 2022 and has held it in 12 quarters since.
Alpha Family Trust's Lockheed Martin position peaked at $344K in Q3 2025.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.