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 Q2	$283K	Hold	555	–	–	0.11%	146
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 $3.38T AUM 44.17% 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 Family Trust's LMT Position: Q2 2026 in Review

Alpha Family Trust held its Lockheed Martin (LMT) position steady in Q2 2026 at 555 shares worth $283K. The position accounts for 0.11% of the portfolio, ranked #146.

Alpha Family Trust first reported a position in LMT in Q4 2022 and has held it in 13 quarters since. The position peaked at $344K in Q3 2025. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Alpha Family Trust held 555 shares of Lockheed Martin worth $283K as of Q2 2026.
Alpha Family Trust left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 0.11% of Alpha Family Trust's portfolio in Q2 2026, its #146 holding.
Alpha Family Trust first reported a position in Lockheed Martin in Q4 2022 and has held it in 13 quarters since.
Alpha Family Trust's Lockheed Martin position peaked at $344K in Q3 2025.
2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.