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Alta Capital Management’s Lockheed Martin LMT Stock Holding History

Alta Capital 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
Q1 		$2.56M Sell
4,235
-7,555
-64% -$4.65M 0.2% 62
2025
Q4 		$5.7M Sell
11,790
-337
-3% -$161K 0.38% 46
2025
Q3 		$6.05M Buy
12,127
+3,560
+42% +$1.62M 0.34% 46
2025
Q2 		$3.97M Buy
8,567
+521
+6% +$244K 0.23% 51
2025
Q1 		$3.59M Buy
8,046
+958
+14% +$441K 0.23% 55
2024
Q4 		$3.44M Buy
7,088
+2,194
+45% +$1.2M 0.21% 53
2024
Q3 		$2.86M Sell
4,894
-1,506
-24% -$809K 0.17% 54
2024
Q2 		$2.99M Buy
6,400
+91
+1% +$42.1K 0.19% 50
2024
Q1 		$2.87M Buy
6,309
+493
+8% +$216K 0.18% 55
2023
Q4 		$2.64M Buy
5,816
+2,030
+54% +$899K 0.17% 53
2023
Q3 		$1.55M Buy
3,786
+46
+1% +$20.4K 0.11% 59
2023
Q2 		$1.72M Buy
3,740
+18
+0.5% +$8.36K 0.12% 58
2023
Q1 		$1.76M Buy
3,722
+65
+2% +$30.5K 0.13% 58
2022
Q4 		$1.78M Buy
3,657
+188
+5% +$87.4K 0.14% 58
2022
Q3 		$1.34M Buy
3,469
+14
+0.4% +$5.85K 0.1% 57
2022
Q2 		$1.49M Sell
3,455
-1,690
-33% -$742K 0.11% 59
2022
Q1 		$2.27M Buy
5,145
+409
+9% +$166K 0.13% 56
2021
Q4 		$1.68M Buy
4,736
+353
+8% +$122K 0.09% 60
2021
Q3 		$1.51M Sell
4,383
-3,744
-46% -$1.35M 0.09% 60
2021
Q2 		$3.07M Buy
8,127
+833
+11% +$320K 0.09% 59
2021
Q1 		$2.69M Buy
7,294
+3,842
+111% +$1.32M 0.08% 61
2020
Q4 		$1.23M Sell
3,452
-3,298
-49% -$1.21M 0.07% 62
2020
Q3 		$2.59M Buy
6,750
+358
+6% +$137K 0.08% 60
2020
Q2 		$2.33M Buy
+6,392
New +$2.41M 0.08% 61

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

Alta Capital Management's LMT Position: Q1 2026 in Review

Alta Capital Management reduced its Lockheed Martin (LMT) stake by 64% in Q1 2026, selling an estimated $4.65M and leaving 4,235 shares worth $2.56M. The position accounts for 0.2% of the portfolio, ranked #62.

Alta Capital Management first reported a position in LMT in Q2 2020 and has held it in 24 quarters since. The position peaked at $6.05M in Q3 2025. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Alta Capital Management held 4,235 shares of Lockheed Martin worth $2.56M as of Q1 2026.
  • Alta Capital Management sold 7,555 Lockheed Martin shares in Q1 2026, an estimated $4.65M.
  • Lockheed Martin made up 0.2% of Alta Capital Management's portfolio in Q1 2026, its #62 holding.
  • Alta Capital Management first reported a position in Lockheed Martin in Q2 2020 and has held it in 24 quarters since.
  • Alta Capital Management's Lockheed Martin position peaked at $6.05M in Q3 2025.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Alta Capital Management's 13F filing for Q1 2026, filed 11 May 2026.