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Apella Capital’s Lockheed Martin LMT Stock Holding History

Apella Capital’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
Q3 		$3.06M Buy
6,125
+469
+8% +$258K 0.04% 233
2026
Q2 		$3.03M Sell
5,656
-18
-0.3% -$9.73K 0.04% 220
2026
Q1 		$3.36M Buy
5,674
+3,654
+181% +$2.25M 0.05% 206
2025
Q4 		$977K Buy
2,020
+159
+9% +$76.1K 0.02% 280
2025
Q3 		$918K Buy
1,861
+269
+17% +$122K 0.02% 262
2025
Q2 		$747K Buy
1,592
+523
+49% +$245K 0.02% 254
2025
Q1 		$494K Buy
+1,069
New +$492K 0.02% 256

Other funds holding LMT

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Apella Capital's LMT Position: Q3 2026 in Review

Apella Capital increased its Lockheed Martin (LMT) stake by 8.3% in Q3 2026, buying an estimated $258K and bringing the position to 6,125 shares worth $3.06M. The position accounts for 0.04% of the portfolio, ranked #233.

Apella Capital first reported a position in LMT in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.36M in Q1 2026. 144 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • Apella Capital held 6,125 shares of Lockheed Martin worth $3.06M as of Q3 2026.
  • Apella Capital bought 469 Lockheed Martin shares in Q3 2026, an estimated $258K.
  • Lockheed Martin made up 0.04% of Apella Capital's portfolio in Q3 2026, its #233 holding.
  • Apella Capital first reported a position in Lockheed Martin in Q1 2025 and has held it in 7 quarters since.
  • Apella Capital's Lockheed Martin position peaked at $3.36M in Q1 2026.
  • 144 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.