WAU
LMT icon

Wellington-Altus USA’s Lockheed Martin LMT Stock Holding History

Wellington-Altus USA’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 		$236K Buy
+390
New +$211K 0.17% 105
2026
Q1 		– Sell
-130
Closed -$62.9K – 730
2025
Q4 		$62.9K Buy
+130
New +$62.2K 0.05% 257

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

Wellington-Altus USA's LMT Position: Q2 2026 in Review

Wellington-Altus USA opened a new position in Lockheed Martin (LMT) in Q2 2026: 390 shares worth $236K. The stake represents 0.17% of the portfolio and ranks #105 among its holdings. This is a return to the name: Wellington-Altus USA previously reported a position in LMT as recently as Q4 2025.

Wellington-Altus USA first reported a position in LMT in Q4 2025 and has held it in 2 quarters since. 2,787 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Wellington-Altus USA held 390 shares of Lockheed Martin worth $236K as of Q2 2026.
  • Lockheed Martin was a new Wellington-Altus USA position in Q2 2026.
  • Lockheed Martin made up 0.17% of Wellington-Altus USA's portfolio in Q2 2026, its #105 holding.
  • Wellington-Altus USA first reported a position in Lockheed Martin in Q4 2025 and has held it in 2 quarters since.
  • 2,787 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.