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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
Q2 		$2.21M Buy
4,346
+2,106
+94% +$1.14M 0.09% 274
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 $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

New Age Alpha Advisors's LMT Position: Q2 2026 in Review

New Age Alpha Advisors increased its Lockheed Martin (LMT) stake by 94% in Q2 2026, buying an estimated $1.14M and bringing the position to 4,346 shares worth $2.21M. The position accounts for 0.09% of the portfolio, ranked #274.

New Age Alpha Advisors first reported a position in LMT in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.76M in Q4 2024. 2,785 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • New Age Alpha Advisors held 4,346 shares of Lockheed Martin worth $2.21M as of Q2 2026.
  • New Age Alpha Advisors bought 2,106 Lockheed Martin shares in Q2 2026, an estimated $1.14M.
  • Lockheed Martin made up 0.09% of New Age Alpha Advisors's portfolio in Q2 2026, its #274 holding.
  • New Age Alpha Advisors first reported a position in Lockheed Martin in Q3 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's Lockheed Martin position peaked at $2.76M in Q4 2024.
  • 2,785 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.