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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
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 $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

AlTi Global's LMT Position: Q1 2026 in Review

AlTi Global increased its Lockheed Martin (LMT) stake by 0.43% in Q1 2026, buying an estimated $5.54K and bringing the position to 2,121 shares worth $1.28M. The position accounts for 0.03% of the portfolio, ranked #202.

AlTi Global first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.36M in Q1 2024. 2,911 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • AlTi Global held 2,121 shares of Lockheed Martin worth $1.28M as of Q1 2026.
  • AlTi Global bought 9 Lockheed Martin shares in Q1 2026, an estimated $5.54K.
  • Lockheed Martin made up 0.03% of AlTi Global's portfolio in Q1 2026, its #202 holding.
  • AlTi Global first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
  • AlTi Global's Lockheed Martin position peaked at $1.36M in Q1 2024.
  • 2,911 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.