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Wealth Alliance Advisory Group’s Lockheed Martin LMT Stock Holding History

Wealth Alliance Advisory Group’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 		$738K Hold
1,449
– – 0.11% 98
2026
Q1 		$876K Buy
1,449
+1
+0.1% +$616 0.14% 92
2025
Q4 		$700K Buy
1,448
+85
+6% +$40.7K 0.12% 100
2025
Q3 		$680K Sell
1,363
-261
-16% -$118K 0.12% 92
2025
Q2 		$752K Buy
1,624
+203
+14% +$95K 0.14% 85
2025
Q1 		$635K Sell
1,421
-239
-14% -$110K 0.13% 96
2024
Q4 		$807K Sell
1,660
-96
-5% -$52.3K 0.17% 83
2024
Q3 		$1.03M Buy
1,756
+1,002
+133% +$538K 0.22% 73
2024
Q2 		$352K Hold
754
– – 0.08% 136
2024
Q1 		$343K Buy
754
+42
+6% +$18.4K 0.08% 133
2023
Q4 		$323K Buy
712
+2
+0.3% +$886 0.08% 134
2023
Q3 		$290K Buy
710
+2
+0.3% +$887 0.09% 134
2023
Q2 		$326K Hold
708
– – 0.12% 122
2023
Q1 		$335K Hold
708
– – 0.13% 113
2022
Q4 		$344K Sell
708
-14
-2% -$6.5K 0.13% 102
2022
Q3 		$279K Buy
722
+14
+2% +$5.85K 0.12% 107
2022
Q2 		$304K Sell
708
-65
-8% -$28.5K 0.14% 103
2022
Q1 		$341K Buy
773
+204
+36% +$82.7K 0.15% 102
2021
Q4 		$202K Buy
+569
New +$197K 0.09% 156

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

Wealth Alliance Advisory Group's LMT Position: Q2 2026 in Review

Wealth Alliance Advisory Group held its Lockheed Martin (LMT) position steady in Q2 2026 at 1,449 shares worth $738K. The position accounts for 0.11% of the portfolio, ranked #98.

Wealth Alliance Advisory Group first reported a position in LMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.03M in Q3 2024. 2,771 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Wealth Alliance Advisory Group held 1,449 shares of Lockheed Martin worth $738K as of Q2 2026.
  • Wealth Alliance Advisory Group left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.11% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #98 holding.
  • Wealth Alliance Advisory Group first reported a position in Lockheed Martin in Q4 2021 and has held it in 19 quarters since.
  • Wealth Alliance Advisory Group's Lockheed Martin position peaked at $1.03M in Q3 2024.
  • 2,771 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.