Aprio Wealth Management’s Lockheed Martin LMT Stock Holding History

Aprio 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 Q2	$867K	Buy	1,701 +101	+6%	+$54.6K	0.04%	260
2026 Q1	$967K	Buy	1,600 +528	+49%	+$325K	0.05%	215
2025 Q4	$728K	Buy	1,072 +429	+67%	+$205K	0.04%	246
2025 Q3	$321K	Sell	643 -399	-38%	-$181K	0.03%	313
2025 Q2	$483K	Buy	1,042 +432	+71%	+$202K	0.05%	190
2025 Q1	$273K	Buy	610 +83	+16%	+$38.2K	0.03%	284
2024 Q4	$256K	Buy	527 +107	+25%	+$58.3K	0.04%	245
2024 Q3	$245K	Sell	420 -55	-12%	-$29.5K	0.04%	229
2024 Q2	$222K	Buy	+475	New	+$220K	0.04%	227

Other funds holding LMT

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Aprio Wealth Management's LMT Position: Q2 2026 in Review

Aprio Wealth Management increased its Lockheed Martin (LMT) stake by 6.3% in Q2 2026, buying an estimated $54.6K and bringing the position to 1,701 shares worth $867K. The position accounts for 0.04% of the portfolio, ranked #260.

Aprio Wealth Management first reported a position in LMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $967K in Q1 2026. 898 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

Aprio Wealth Management held 1,701 shares of Lockheed Martin worth $867K as of Q2 2026.
Aprio Wealth Management bought 101 Lockheed Martin shares in Q2 2026, an estimated $54.6K.
Lockheed Martin made up 0.04% of Aprio Wealth Management's portfolio in Q2 2026, its #260 holding.
Aprio Wealth Management first reported a position in Lockheed Martin in Q2 2024 and has held it in 9 quarters since.
Aprio Wealth Management's Lockheed Martin position peaked at $967K in Q1 2026.
898 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.