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AlTi Global’s Lockheed Martin LMT Stock Holding History

AlTi Global’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 		$1.27M Buy
2,486
+365
+17% +$197K 0.03% 230
2026
Q1 		$1.28M Buy
2,121
+9
+0.4% +$5.54K 0.03% 202
2025
Q4 		$1.02M Buy
2,112
+101
+5% +$48.3K 0.02% 229
2025
Q3 		$1M Buy
2,011
+34
+2% +$15.4K 0.02% 247
2025
Q2 		$915K Buy
1,977
+77
+4% +$36K 0.02% 243
2025
Q1 		$848K Buy
1,900
+268
+16% +$123K 0.02% 223
2024
Q4 		$800K Buy
1,632
+19
+1% +$10.4K 0.02% 240
2024
Q3 		$943K Sell
1,613
-1,059
-40% -$569K 0.02% 223
2024
Q2 		$1.25M Sell
2,672
-315
-11% -$146K 0.03% 189
2024
Q1 		$1.36M Buy
2,987
+1,064
+55% +$466K 0.04% 180
2023
Q4 		$876K Buy
+1,923
New +$852K 0.03% 193

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

AlTi Global's LMT Position: Q2 2026 in Review

AlTi Global increased its Lockheed Martin (LMT) stake by 17% in Q2 2026, buying an estimated $197K and bringing the position to 2,486 shares worth $1.27M. The position accounts for 0.03% of the portfolio, ranked #230.

AlTi Global first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.36M in Q1 2024. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • AlTi Global held 2,486 shares of Lockheed Martin worth $1.27M as of Q2 2026.
  • AlTi Global bought 365 Lockheed Martin shares in Q2 2026, an estimated $197K.
  • Lockheed Martin made up 0.03% of AlTi Global's portfolio in Q2 2026, its #230 holding.
  • AlTi Global first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
  • AlTi Global's Lockheed Martin position peaked at $1.36M in Q1 2024.
  • 2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.