AWA
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Aaron Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Aaron Wealth 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 		$947K Sell
1,858
-153
-8% -$82.7K 0.05% 259
2026
Q1 		$1.22M Buy
2,011
+481
+31% +$296K 0.07% 193
2025
Q4 		$740K Sell
1,530
-123
-7% -$58.9K 0.04% 321
2025
Q3 		$825K Sell
1,653
-472
-22% -$214K 0.05% 278
2025
Q2 		$984K Buy
2,125
+23
+1% +$10.8K 0.1% 133
2025
Q1 		$939K Buy
2,102
+272
+15% +$125K 0.11% 129
2024
Q4 		$889K Sell
1,830
-246
-12% -$134K 0.1% 130
2024
Q3 		$1.21M Buy
2,076
+580
+39% +$311K 0.14% 94
2024
Q2 		$699K Buy
1,496
+73
+5% +$33.7K 0.1% 135
2024
Q1 		$647K Sell
1,423
-21
-1% -$9.2K 0.09% 136
2023
Q4 		$655K Buy
1,444
+71
+5% +$31.5K 0.11% 114
2023
Q3 		$562K Sell
1,373
-102
-7% -$45.3K 0.07% 135
2023
Q2 		$679K Sell
1,475
-37
-2% -$17.2K 0.09% 129
2023
Q1 		$715K Buy
1,512
+88
+6% +$41.3K 0.1% 119
2022
Q4 		$693K Buy
1,424
+880
+162% +$409K 0.1% 119
2022
Q3 		$210K Buy
+544
New +$227K 0.04% 205
2022
Q2 		– Sell
-109,467
Closed -$248K – 552
2022
Q1 		$248K Buy
+109,467
New +$44.4M ﹤0.01% 727

Other funds holding LMT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return

Aaron Wealth Advisors's LMT Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Lockheed Martin (LMT) stake by 7.6% in Q2 2026, selling an estimated $82.7K and leaving 1,858 shares worth $947K. The position accounts for 0.05% of the portfolio, ranked #259.

Aaron Wealth Advisors first reported a position in LMT in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.22M in Q1 2026. 1,088 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Aaron Wealth Advisors held 1,858 shares of Lockheed Martin worth $947K as of Q2 2026.
  • Aaron Wealth Advisors sold 153 Lockheed Martin shares in Q2 2026, an estimated $82.7K.
  • Lockheed Martin made up 0.05% of Aaron Wealth Advisors's portfolio in Q2 2026, its #259 holding.
  • Aaron Wealth Advisors first reported a position in Lockheed Martin in Q1 2022 and has held it in 17 quarters since.
  • Aaron Wealth Advisors's Lockheed Martin position peaked at $1.22M in Q1 2026.
  • 1,088 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.