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AlphaCore Capital’s Lockheed Martin LMT Stock Holding History

AlphaCore Capital’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 		$2.15M Sell
3,562
-995
-22% -$613K 0.05% 244
2025
Q4 		$2.2M Buy
4,557
+2,664
+141% +$1.27M 0.05% 253
2025
Q3 		$945K Sell
1,893
-52
-3% -$23.6K 0.03% 313
2025
Q2 		$901K Buy
1,945
+450
+30% +$211K 0.03% 274
2025
Q1 		$668K Buy
1,495
+664
+80% +$306K 0.06% 228
2024
Q4 		$404K Sell
831
-140
-14% -$76.3K 0.09% 139
2024
Q3 		$568K Buy
+971
New +$521K 0.13% 105

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

AlphaCore Capital's LMT Position: Q1 2026 in Review

AlphaCore Capital reduced its Lockheed Martin (LMT) stake by 22% in Q1 2026, selling an estimated $613K and leaving 3,562 shares worth $2.15M. The position accounts for 0.05% of the portfolio, ranked #244.

AlphaCore Capital first reported a position in LMT in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.2M in Q4 2025. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • AlphaCore Capital held 3,562 shares of Lockheed Martin worth $2.15M as of Q1 2026.
  • AlphaCore Capital sold 995 Lockheed Martin shares in Q1 2026, an estimated $613K.
  • Lockheed Martin made up 0.05% of AlphaCore Capital's portfolio in Q1 2026, its #244 holding.
  • AlphaCore Capital first reported a position in Lockheed Martin in Q3 2024 and has held it in 7 quarters since.
  • AlphaCore Capital's Lockheed Martin position peaked at $2.2M in Q4 2025.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.