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Alteri Wealth’s Lockheed Martin LMT Stock Holding History

Alteri Wealth’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 		$1.89M Sell
3,708
-59
-2% -$31.9K 0.52% 37
2026
Q1 		$2.28M Buy
3,767
+11
+0.3% +$6.78K 0.74% 21
2025
Q4 		$1.82M Sell
3,756
-20
-0.5% -$9.57K 0.59% 26
2025
Q3 		$1.88M Buy
3,776
+213
+6% +$96.6K 0.65% 24
2025
Q2 		$1.65M Sell
3,563
-90
-2% -$42.1K 0.64% 26
2025
Q1 		$1.63M Sell
3,653
-46
-1% -$21.2K 0.72% 25
2024
Q4 		$1.8M Buy
+3,699
New +$2.02M 0.5% 23

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

Alteri Wealth's LMT Position: Q2 2026 in Review

Alteri Wealth reduced its Lockheed Martin (LMT) stake by 1.6% in Q2 2026, selling an estimated $31.9K and leaving 3,708 shares worth $1.89M. The position accounts for 0.52% of the portfolio, ranked #37.

Alteri Wealth first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.28M in Q1 2026. 2,782 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Alteri Wealth held 3,708 shares of Lockheed Martin worth $1.89M as of Q2 2026.
  • Alteri Wealth sold 59 Lockheed Martin shares in Q2 2026, an estimated $31.9K.
  • Lockheed Martin made up 0.52% of Alteri Wealth's portfolio in Q2 2026, its #37 holding.
  • Alteri Wealth first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • Alteri Wealth's Lockheed Martin position peaked at $2.28M in Q1 2026.
  • 2,782 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.