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 Q3	$3.1M	Buy	6,082 +544	+10%	+$299K	0.05%	278
2026 Q2	$2.82M	Buy	5,538 +1,976	+55%	+$1.07M	0.05%	259
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

AlphaCore Capital's LMT Position: Q3 2026 in Review

AlphaCore Capital increased its Lockheed Martin (LMT) stake by 9.8% in Q3 2026, buying an estimated $299K and bringing the position to 6,082 shares worth $3.1M. The position accounts for 0.05% of the portfolio, ranked #278.

AlphaCore Capital first reported a position in LMT in Q3 2024 and has held it in 9 quarters since. 1,798 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

AlphaCore Capital held 6,082 shares of Lockheed Martin worth $3.1M as of Q3 2026.
AlphaCore Capital bought 544 Lockheed Martin shares in Q3 2026, an estimated $299K.
Lockheed Martin made up 0.05% of AlphaCore Capital's portfolio in Q3 2026, its #278 holding.
AlphaCore Capital first reported a position in Lockheed Martin in Q3 2024 and has held it in 9 quarters since.
1,798 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.