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New Age Alpha Advisors’s Lockheed Martin LMT Stock Holding History

New Age Alpha Advisors’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 		$1.35M Buy
+2,240
New +$1.38M 0.06% 363
2025
Q4 		– Sell
-1,899
Closed -$948K – 843
2025
Q3 		$948K Sell
1,899
-11
-0.6% -$4.99K 0.04% 425
2025
Q2 		$885K Sell
1,910
-212
-10% -$99.2K 0.04% 431
2025
Q1 		$948K Sell
2,122
-3,563
-63% -$1.64M 0.04% 440
2024
Q4 		$2.76M Buy
5,685
+5,655
+18,850% +$3.08M 0.11% 262
2024
Q3 		$17.5K Buy
+30
New +$16.1K 0.01% 107

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

New Age Alpha Advisors's LMT Position: Q1 2026 in Review

New Age Alpha Advisors opened a new position in Lockheed Martin (LMT) in Q1 2026: 2,240 shares worth $1.35M. The stake represents 0.06% of the portfolio and ranks #363 among its holdings. This is a return to the name: New Age Alpha Advisors previously reported a position in LMT as recently as Q3 2025.

New Age Alpha Advisors first reported a position in LMT in Q3 2024 and has held it in 6 quarters since. The position peaked at $2.76M in Q4 2024. 2,910 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • New Age Alpha Advisors held 2,240 shares of Lockheed Martin worth $1.35M as of Q1 2026.
  • Lockheed Martin was a new New Age Alpha Advisors position in Q1 2026.
  • Lockheed Martin made up 0.06% of New Age Alpha Advisors's portfolio in Q1 2026, its #363 holding.
  • New Age Alpha Advisors first reported a position in Lockheed Martin in Q3 2024 and has held it in 6 quarters since.
  • New Age Alpha Advisors's Lockheed Martin position peaked at $2.76M in Q4 2024.
  • 2,910 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.