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Apollon Wealth Management’s Lockheed Martin LMT Stock Holding History

Apollon Wealth Management’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
Q1 		$7.14M Sell
11,819
-229
-2% -$141K 0.12% 158
2025
Q4 		$5.83M Buy
12,048
+292
+2% +$140K 0.1% 181
2025
Q3 		$5.87M Buy
11,756
+333
+3% +$151K 0.1% 177
2025
Q2 		$5.29M Buy
11,423
+188
+2% +$88K 0.1% 172
2025
Q1 		$5.02M Sell
11,235
-761
-6% -$350K 0.11% 169
2024
Q4 		$5.83M Buy
11,996
+1,773
+17% +$966K 0.13% 134
2024
Q3 		$5.98M Buy
10,223
+117
+1% +$62.8K 0.17% 104
2024
Q2 		$4.72M Buy
10,106
+1,030
+11% +$476K 0.14% 126
2024
Q1 		$4.13M Sell
9,076
-578
-6% -$253K 0.13% 141
2023
Q4 		$4.38M Buy
9,654
+1,101
+13% +$488K 0.15% 130
2023
Q3 		$3.5M Buy
8,553
+1,024
+14% +$454K 0.18% 111
2023
Q2 		$3.47M Buy
7,529
+976
+15% +$453K 0.17% 124
2023
Q1 		$3.1M Sell
6,553
-52
-0.8% -$24.4K 0.19% 110
2022
Q4 		$3.21M Sell
6,605
-60
-0.9% -$27.9K 0.23% 94
2022
Q3 		$2.58M Buy
6,665
+527
+9% +$220K 0.21% 101
2022
Q2 		$2.64M Sell
6,138
-55
-0.9% -$24.1K 0.22% 96
2022
Q1 		$2.73M Sell
6,193
-2,119
-25% -$859K 0.19% 110
2021
Q4 		$2.95M Buy
8,312
+6,060
+269% +$2.1M 0.22% 101
2021
Q3 		$777K Buy
2,252
+1,279
+131% +$463K 0.11% 179
2021
Q2 		$368K Sell
973
-15
-2% -$5.77K 0.07% 253
2021
Q1 		$365K Sell
988
-1,012
-51% -$347K 0.07% 240
2020
Q4 		$710K Buy
+2,000
New +$735K 0.19% 103
2020
Q3 		– Sell
-465
Closed -$170K – 457
2020
Q2 		$170K Buy
+465
New +$176K 0.09% 126

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Apollon Wealth Management's LMT Position: Q1 2026 in Review

Apollon Wealth Management reduced its Lockheed Martin (LMT) stake by 1.9% in Q1 2026, selling an estimated $141K and leaving 11,819 shares worth $7.14M. The position accounts for 0.12% of the portfolio, ranked #158.

Apollon Wealth Management first reported a position in LMT in Q2 2020 and has held it in 23 quarters since. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Apollon Wealth Management held 11,819 shares of Lockheed Martin worth $7.14M as of Q1 2026.
  • Apollon Wealth Management sold 229 Lockheed Martin shares in Q1 2026, an estimated $141K.
  • Lockheed Martin made up 0.12% of Apollon Wealth Management's portfolio in Q1 2026, its #158 holding.
  • Apollon Wealth Management first reported a position in Lockheed Martin in Q2 2020 and has held it in 23 quarters since.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.