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Apexium Financial’s Lockheed Martin LMT Stock Holding History

Apexium Financial’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
2025
Q3 		$514K Buy
1,030
+73
+8% +$33.1K 0.03% 191
2025
Q2 		$443K Buy
957
+30
+3% +$14K 0.02% 197
2025
Q1 		$414K Buy
927
+9
+1% +$4.14K 0.02% 191
2024
Q4 		$446K Buy
918
+389
+74% +$212K 0.03% 172
2024
Q3 		$309K Hold
529
– – 0.02% 184
2024
Q2 		$247K Buy
529
+10
+2% +$4.62K 0.02% 196
2024
Q1 		$237K Sell
519
-258
-33% -$113K 0.02% 201
2023
Q4 		$352K Buy
777
+189
+32% +$83.7K 0.03% 203
2023
Q3 		$240K Buy
588
+10
+2% +$4.44K 0.02% 189
2023
Q2 		$266K Buy
+578
New +$268K 0.02% 187
2021
Q3 		– Sell
-664
Closed -$249K – 91
2021
Q2 		$249K Buy
+664
New +$255K 0.15% 68

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Apexium Financial's LMT Position: Q3 2025 in Review

Apexium Financial increased its Lockheed Martin (LMT) stake by 7.6% in Q3 2025, buying an estimated $33.1K and bringing the position to 1,030 shares worth $514K. The position accounts for 0.03% of the portfolio, ranked #191.

Apexium Financial first reported a position in LMT in Q2 2021 and has held it in 11 quarters since. 2,580 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • Apexium Financial held 1,030 shares of Lockheed Martin worth $514K as of Q3 2025.
  • Apexium Financial bought 73 Lockheed Martin shares in Q3 2025, an estimated $33.1K.
  • Lockheed Martin made up 0.03% of Apexium Financial's portfolio in Q3 2025, its #191 holding.
  • Apexium Financial first reported a position in Lockheed Martin in Q2 2021 and has held it in 11 quarters since.
  • 2,580 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.