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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
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

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Apella Capital's LMT Position: Q2 2026 in Review

Apella Capital reduced its Lockheed Martin (LMT) stake by 0.32% in Q2 2026, selling an estimated $9.73K and leaving 5,656 shares worth $3.03M. The position accounts for 0.04% of the portfolio, ranked #220.

Apella Capital first reported a position in LMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.36M in Q1 2026. 970 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Apella Capital held 5,656 shares of Lockheed Martin worth $3.03M as of Q2 2026.
  • Apella Capital sold 18 Lockheed Martin shares in Q2 2026, an estimated $9.73K.
  • Lockheed Martin made up 0.04% of Apella Capital's portfolio in Q2 2026, its #220 holding.
  • Apella Capital first reported a position in Lockheed Martin in Q1 2025 and has held it in 6 quarters since.
  • Apella Capital's Lockheed Martin position peaked at $3.36M in Q1 2026.
  • 970 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.