Alpine Bank Wealth Management’s Lockheed Martin LMT Stock Holding History

Alpine Bank Wealth Management’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	$503K	Sell	987 -60	-6%	-$32.4K	0.06%	120
2026 Q1	$633K	Sell	1,047 -9	-0.9%	-$5.54K	0.09%	101
2025 Q4	$511K	Sell	1,056 -7	-0.7%	-$3.35K	0.07%	107
2025 Q3	$531K	Sell	1,063 -4	-0.4%	-$1.81K	0.07%	108
2025 Q2	$494K	Sell	1,067 -225	-17%	-$105K	0.07%	100
2025 Q1	$577K	Buy	+1,292	New	+$595K	0.09%	93
2024 Q3	$807K	Buy	+1,381	New	+$741K	0.13%	85

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

Alpine Bank Wealth Management's LMT Position: Q2 2026 in Review

Alpine Bank Wealth Management reduced its Lockheed Martin (LMT) stake by 5.7% in Q2 2026, selling an estimated $32.4K and leaving 987 shares worth $503K. The position accounts for 0.06% of the portfolio, ranked #120.

Alpine Bank Wealth Management first reported a position in LMT in Q3 2024 and has held it in 7 quarters since. The position peaked at $807K in Q3 2024. 2,787 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Alpine Bank Wealth Management held 987 shares of Lockheed Martin worth $503K as of Q2 2026.
Alpine Bank Wealth Management sold 60 Lockheed Martin shares in Q2 2026, an estimated $32.4K.
Lockheed Martin made up 0.06% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #120 holding.
Alpine Bank Wealth Management first reported a position in Lockheed Martin in Q3 2024 and has held it in 7 quarters since.
Alpine Bank Wealth Management's Lockheed Martin position peaked at $807K in Q3 2024.
2,787 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.