BGAI
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Bruce G. Allen Investments’s Lockheed Martin LMT Stock Holding History

Bruce G. Allen Investments’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 		$54.4K Sell
90
-8
-8% -$4.93K 0.04% 243
2025
Q4 		$47.4K Buy
98
+19
+24% +$9.09K 0.03% 262
2025
Q3 		$39.4K Sell
79
-4
-5% -$1.81K 0.03% 300
2025
Q2 		$38.4K Sell
83
-5
-6% -$2.34K 0.03% 295
2025
Q1 		$39.3K Sell
88
-73
-45% -$33.6K 0.03% 287
2024
Q4 		$78.2K Sell
161
-21
-12% -$11.4K 0.06% 178
2024
Q3 		$106K Sell
182
-21
-10% -$11.3K 0.08% 141
2024
Q2 		$94.8K Sell
203
-49
-19% -$22.6K 0.08% 155
2024
Q1 		$115K Sell
252
-30
-11% -$13.1K 0.09% 137
2023
Q4 		$128K Buy
+282
New +$125K 0.12% 113

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

Bruce G. Allen Investments's LMT Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its Lockheed Martin (LMT) stake by 8.2% in Q1 2026, selling an estimated $4.93K and leaving 90 shares worth $54.4K. The position accounts for 0.04% of the portfolio, ranked #243.

Bruce G. Allen Investments first reported a position in LMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $128K in Q4 2023. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Bruce G. Allen Investments held 90 shares of Lockheed Martin worth $54.4K as of Q1 2026.
  • Bruce G. Allen Investments sold 8 Lockheed Martin shares in Q1 2026, an estimated $4.93K.
  • Lockheed Martin made up 0.04% of Bruce G. Allen Investments's portfolio in Q1 2026, its #243 holding.
  • Bruce G. Allen Investments first reported a position in Lockheed Martin in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Lockheed Martin position peaked at $128K in Q4 2023.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.