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Alta Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Alta Wealth Advisors’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 		$1.7M Sell
3,330
-95
-3% -$51.4K 0.46% 49
2026
Q1 		$2.07M Buy
+3,425
New +$2.11M 0.67% 31
2025
Q3 		– Sell
-1,006
Closed -$466K – 166
2025
Q2 		$466K Sell
1,006
-26
-3% -$12.2K 0.22% 71
2025
Q1 		$461K Sell
1,032
-123
-11% -$56.6K 0.21% 85
2024
Q4 		$561K Sell
1,155
-5
-0.4% -$2.73K 0.25% 78
2024
Q3 		$678K Buy
1,160
+39
+3% +$20.9K 0.31% 68
2024
Q2 		$524K Sell
1,121
-39
-3% -$18K 0.26% 75
2024
Q1 		$528K Sell
1,160
-102
-8% -$44.7K 0.27% 76
2023
Q4 		$572K Sell
1,262
-67
-5% -$29.7K 0.32% 75
2023
Q3 		$544K Sell
1,329
-109
-8% -$48.4K 0.33% 79
2023
Q2 		$662K Sell
1,438
-64
-4% -$29.7K 0.39% 74
2023
Q1 		$710K Buy
1,502
+20
+1% +$9.38K 0.45% 71
2022
Q4 		$721K Buy
1,482
+169
+13% +$78.5K 0.49% 68
2022
Q3 		$507K Buy
1,313
+35
+3% +$14.6K 0.36% 84
2022
Q2 		$546K Buy
+1,278
New +$561K 0.38% 80

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Alta Wealth Advisors's LMT Position: Q2 2026 in Review

Alta Wealth Advisors reduced its Lockheed Martin (LMT) stake by 2.8% in Q2 2026, selling an estimated $51.4K and leaving 3,330 shares worth $1.7M. The position accounts for 0.46% of the portfolio, ranked #49.

Alta Wealth Advisors first reported a position in LMT in Q2 2022 and has held it in 15 quarters since. The position peaked at $2.07M in Q1 2026. 2,771 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Alta Wealth Advisors held 3,330 shares of Lockheed Martin worth $1.7M as of Q2 2026.
  • Alta Wealth Advisors sold 95 Lockheed Martin shares in Q2 2026, an estimated $51.4K.
  • Lockheed Martin made up 0.46% of Alta Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • Alta Wealth Advisors first reported a position in Lockheed Martin in Q2 2022 and has held it in 15 quarters since.
  • Alta Wealth Advisors's Lockheed Martin position peaked at $2.07M in Q1 2026.
  • 2,771 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.