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Wealth Alliance’s Lockheed Martin LMT Stock Holding History

Wealth Alliance’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 		$1.46M Sell
2,413
-691
-22% -$426K 0.14% 134
2025
Q4 		$1.5M Sell
3,104
-20
-0.6% -$9.57K 0.15% 131
2025
Q3 		$1.56M Buy
3,124
+133
+4% +$60.3K 0.16% 120
2025
Q2 		$1.39M Sell
2,991
-8
-0.3% -$3.75K 0.15% 130
2025
Q1 		$1.34M Buy
2,999
+54
+2% +$24.9K 0.16% 125
2024
Q4 		$1.43M Sell
2,945
-145
-5% -$79K 0.17% 115
2024
Q3 		$1.81M Buy
3,090
+126
+4% +$67.6K 0.22% 95
2024
Q2 		$1.38M Sell
2,964
-1,026
-26% -$474K 0.18% 112
2024
Q1 		$1.81M Sell
3,990
-117
-3% -$51.3K 0.24% 85
2023
Q4 		$1.86M Buy
4,107
+19
+0.5% +$8.42K 0.26% 75
2023
Q3 		$1.67M Sell
4,088
-90
-2% -$39.9K 0.26% 78
2023
Q2 		$1.92M Sell
4,178
-9
-0.2% -$4.18K 0.29% 65
2023
Q1 		$1.98M Buy
4,187
+110
+3% +$51.6K 0.32% 57
2022
Q4 		$1.98M Buy
4,077
+229
+6% +$106K 0.35% 56
2022
Q3 		$1.49M Buy
3,848
+36
+0.9% +$15K 0.29% 67
2022
Q2 		$1.64M Buy
3,812
+2,862
+301% +$1.26M 0.31% 65
2022
Q1 		$419K Sell
950
-2,421
-72% -$981K 0.09% 256
2021
Q4 		$1.2M Buy
3,371
+933
+38% +$323K 0.24% 94
2021
Q3 		$841K Buy
2,438
+2
+0.1% +$724 0.19% 119
2021
Q2 		$922K Sell
2,436
-5
-0.2% -$1.92K 0.22% 114
2021
Q1 		$902K Buy
2,441
+67
+3% +$23K 0.25% 92
2020
Q4 		$843K Buy
2,374
+1
+0% +$368 0.25% 102
2020
Q3 		$909K Buy
2,373
+96
+4% +$36.6K 0.33% 75
2020
Q2 		$831K Buy
2,277
+157
+7% +$59.3K 0.33% 80
2020
Q1 		$719K Buy
+2,120
New +$834K 0.39% 72

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

Wealth Alliance's LMT Position: Q1 2026 in Review

Wealth Alliance reduced its Lockheed Martin (LMT) stake by 22% in Q1 2026, selling an estimated $426K and leaving 2,413 shares worth $1.46M. The position accounts for 0.14% of the portfolio, ranked #134.

Wealth Alliance first reported a position in LMT in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.98M in Q4 2022. 2,909 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Wealth Alliance held 2,413 shares of Lockheed Martin worth $1.46M as of Q1 2026.
  • Wealth Alliance sold 691 Lockheed Martin shares in Q1 2026, an estimated $426K.
  • Lockheed Martin made up 0.14% of Wealth Alliance's portfolio in Q1 2026, its #134 holding.
  • Wealth Alliance first reported a position in Lockheed Martin in Q1 2020 and has held it in 25 quarters since.
  • Wealth Alliance's Lockheed Martin position peaked at $1.98M in Q4 2022.
  • 2,909 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.