Altrius Capital Management
LMT icon

Altrius Capital Management’s Lockheed Martin LMT Stock Holding History

Altrius Capital Management’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
Q3 		$6.11M Buy
11,997
+757
+7% +$416K 1.09% 50
2026
Q2 		$5.73M Buy
11,240
+749
+7% +$405K 1.09% 52
2026
Q1 		$6.34M Sell
10,491
-856
-8% -$527K 1.26% 37
2025
Q4 		$5.49M Buy
11,347
+194
+2% +$92.8K 1.16% 41
2025
Q3 		$5.57M Buy
11,153
+1,113
+11% +$505K 1.27% 33
2025
Q2 		$4.65M Sell
10,040
-19
-0.2% -$8.89K 1.09% 46
2025
Q1 		$4.49M Buy
10,059
+1,177
+13% +$542K 1.09% 50
2024
Q4 		$4.32M Buy
8,882
+52
+0.6% +$28.3K 1.16% 49
2024
Q3 		$5.16M Sell
8,830
-156
-2% -$83.8K 1.29% 35
2024
Q2 		$4.2M Buy
8,986
+169
+2% +$78.1K 1.11% 53
2024
Q1 		$4.01M Buy
8,817
+1,096
+14% +$480K 1.01% 60
2023
Q4 		$3.5M Buy
7,721
+85
+1% +$37.7K 0.97% 64
2023
Q3 		$3.12M Buy
7,636
+296
+4% +$131K 0.93% 65
2023
Q2 		$3.38M Buy
7,340
+86
+1% +$39.9K 1% 50
2023
Q1 		$3.43M Buy
7,254
+138
+2% +$64.7K 1.05% 42
2022
Q4 		$3.46M Sell
7,116
-339
-5% -$158K 1.09% 42
2022
Q3 		$2.88M Sell
7,455
-4,496
-38% -$1.88M 1.1% 47
2022
Q2 		$5.14M Buy
+11,951
New +$5.25M 1.67% 8

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Altrius Capital Management's LMT Position: Q3 2026 in Review

Altrius Capital Management increased its Lockheed Martin (LMT) stake by 6.7% in Q3 2026, buying an estimated $416K and bringing the position to 11,997 shares worth $6.11M. The position accounts for 1.09% of the portfolio, ranked #50.

Altrius Capital Management first reported a position in LMT in Q2 2022 and has held it in 18 quarters since. The position peaked at $6.34M in Q1 2026. 2,463 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Altrius Capital Management held 11,997 shares of Lockheed Martin worth $6.11M as of Q3 2026.
  • Altrius Capital Management bought 757 Lockheed Martin shares in Q3 2026, an estimated $416K.
  • Lockheed Martin made up 1.09% of Altrius Capital Management's portfolio in Q3 2026, its #50 holding.
  • Altrius Capital Management first reported a position in Lockheed Martin in Q2 2022 and has held it in 18 quarters since.
  • Altrius Capital Management's Lockheed Martin position peaked at $6.34M in Q1 2026.
  • 2,463 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Altrius Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.