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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Alteri Wealth's LMT Position: Q1 2026 in Review

Alteri Wealth increased its Lockheed Martin (LMT) stake by 0.29% in Q1 2026, buying an estimated $6.78K and bringing the position to 3,767 shares worth $2.28M. The position accounts for 0.74% of the portfolio, ranked #21.

Alteri Wealth first reported a position in LMT in Q4 2024 and has held it in 6 quarters since. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

Alteri Wealth held 3,767 shares of Lockheed Martin worth $2.28M as of Q1 2026.
Alteri Wealth bought 11 Lockheed Martin shares in Q1 2026, an estimated $6.78K.
Lockheed Martin made up 0.74% of Alteri Wealth's portfolio in Q1 2026, its #21 holding.
Alteri Wealth first reported a position in Lockheed Martin in Q4 2024 and has held it in 6 quarters since.
2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Alteri Wealth's 13F filing for Q1 2026, filed 6 May 2026.