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Aptus Capital Advisors’s Lockheed Martin LMT Stock Holding History

Aptus Capital Advisors’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 		$8.76M Buy
17,201
+142
+0.8% +$76.8K 0.06% 256
2026
Q1 		$10.3M Buy
17,059
+8,049
+89% +$4.96M 0.08% 203
2025
Q4 		$4.36M Sell
9,010
-1,510
-14% -$723K 0.03% 339
2025
Q3 		$5.25M Sell
10,520
-774
-7% -$351K 0.04% 312
2025
Q2 		$5.23M Sell
11,294
-406
-3% -$190K 0.04% 290
2025
Q1 		$5.23M Sell
11,700
-53,847
-82% -$24.8M 0.05% 272
2024
Q4 		$31.9M Buy
65,547
+11,686
+22% +$6.37M 0.33% 66
2024
Q3 		$31.5M Buy
53,861
+9,347
+21% +$5.02M 0.47% 52
2024
Q2 		$20.8M Buy
44,514
+9,794
+28% +$4.53M 0.37% 66
2024
Q1 		$15.8M Buy
34,720
+2,807
+9% +$1.23M 0.29% 75
2023
Q4 		$14.5M Buy
31,913
+27,893
+694% +$12.4M 0.4% 62
2023
Q3 		$1.64M Sell
4,020
-29,205
-88% -$13M 0.04% 244
2023
Q2 		$15.3M Sell
33,225
-1,947
-6% -$904K 0.37% 59
2023
Q1 		$16.6M Buy
35,172
+13,656
+63% +$6.4M 0.45% 45
2022
Q4 		$10.5M Buy
21,516
+645
+3% +$300K 0.32% 64
2022
Q3 		$8.06M Sell
20,871
-2,079
-9% -$868K 0.19% 71
2022
Q2 		$9.87M Buy
22,950
+277
+1% +$122K 0.26% 55
2022
Q1 		$10M Buy
22,673
+9,773
+76% +$3.96M 0.25% 57
2021
Q4 		$4.58M Buy
12,900
+1,824
+16% +$631K 0.14% 101
2021
Q3 		$3.82M Sell
11,076
-8,085
-42% -$2.93M 0.1% 112
2021
Q2 		$7.25M Buy
19,161
+2,233
+13% +$859K 0.21% 59
2021
Q1 		$6.25M Buy
16,928
+443
+3% +$152K 0.22% 58
2020
Q4 		$5.85M Buy
16,485
+2,760
+20% +$1.01M 0.27% 60
2020
Q3 		$5.26M Buy
13,725
+7,548
+122% +$2.88M 0.28% 62
2020
Q2 		$2.25M Sell
6,177
-171
-3% -$64.6K 0.14% 99
2020
Q1 		$2.15M Buy
+6,348
New +$2.5M 0.19% 91
2019
Q4 		– Sell
-110
Closed -$42K – 540
2019
Q3 		$42K Buy
+110
New +$41.4K ﹤0.01% 399

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Aptus Capital Advisors's LMT Position: Q2 2026 in Review

Aptus Capital Advisors increased its Lockheed Martin (LMT) stake by 0.83% in Q2 2026, buying an estimated $76.8K and bringing the position to 17,201 shares worth $8.76M. The position accounts for 0.06% of the portfolio, ranked #256.

Aptus Capital Advisors first reported a position in LMT in Q3 2019 and has held it in 27 quarters since. The position peaked at $31.9M in Q4 2024. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Aptus Capital Advisors held 17,201 shares of Lockheed Martin worth $8.76M as of Q2 2026.
  • Aptus Capital Advisors bought 142 Lockheed Martin shares in Q2 2026, an estimated $76.8K.
  • Lockheed Martin made up 0.06% of Aptus Capital Advisors's portfolio in Q2 2026, its #256 holding.
  • Aptus Capital Advisors first reported a position in Lockheed Martin in Q3 2019 and has held it in 27 quarters since.
  • Aptus Capital Advisors's Lockheed Martin position peaked at $31.9M in Q4 2024.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.