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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
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 $3.37T 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

Altrius Capital Management's LMT Position: Q2 2026 in Review

Altrius Capital Management increased its Lockheed Martin (LMT) stake by 7.1% in Q2 2026, buying an estimated $405K and bringing the position to 11,240 shares worth $5.73M. The position accounts for 1.09% of the portfolio, ranked #52.

Altrius Capital Management first reported a position in LMT in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.34M in Q1 2026. 2,776 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Altrius Capital Management held 11,240 shares of Lockheed Martin worth $5.73M as of Q2 2026.
  • Altrius Capital Management bought 749 Lockheed Martin shares in Q2 2026, an estimated $405K.
  • Lockheed Martin made up 1.09% of Altrius Capital Management's portfolio in Q2 2026, its #52 holding.
  • Altrius Capital Management first reported a position in Lockheed Martin in Q2 2022 and has held it in 17 quarters since.
  • Altrius Capital Management's Lockheed Martin position peaked at $6.34M in Q1 2026.
  • 2,776 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Altrius Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.