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 Q2	$47.9K	Buy	94 +4	+4%	+$2.16K	0.03%	279
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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Bruce G. Allen Investments's LMT Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Lockheed Martin (LMT) stake by 4.4% in Q2 2026, buying an estimated $2.16K and bringing the position to 94 shares worth $47.9K. The position accounts for 0.03% of the portfolio, ranked #279.

Bruce G. Allen Investments first reported a position in LMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $128K in Q4 2023. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Bruce G. Allen Investments held 94 shares of Lockheed Martin worth $47.9K as of Q2 2026.
Bruce G. Allen Investments bought 4 Lockheed Martin shares in Q2 2026, an estimated $2.16K.
Lockheed Martin made up 0.03% of Bruce G. Allen Investments's portfolio in Q2 2026, its #279 holding.
Bruce G. Allen Investments first reported a position in Lockheed Martin in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's Lockheed Martin position peaked at $128K in Q4 2023.
2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.