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Alvarez & Marsal Private Wealth Partners’s Lockheed Martin LMT Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		– Sell
-493
Closed -$298K – 154
2026
Q1 		$298K Buy
+493
New +$304K 0.04% 118

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Alvarez & Marsal Private Wealth Partners's LMT Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners sold out of Lockheed Martin (LMT) in Q2 2026, closing a stake of 493 shares — an estimated $298K sold.

Alvarez & Marsal Private Wealth Partners first reported a position in LMT in Q1 2026 and held it in 1 quarter. The position peaked at $298K in Q1 2026. 2,760 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners reported no remaining Lockheed Martin position as of Q2 2026 after selling out during the quarter.
  • Alvarez & Marsal Private Wealth Partners sold 493 Lockheed Martin shares in Q2 2026, an estimated $298K.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Lockheed Martin in Q1 2026 and held it in 1 quarter.
  • Alvarez & Marsal Private Wealth Partners's Lockheed Martin position peaked at $298K in Q1 2026.
  • 2,760 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.