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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
2024
Q2 		– Sell
-260,000
Closed -$118M – 1213
2024
Q1 		$118M Buy
+260,000
New +$114M 2.2% 5
2020
Q4 		– Sell
-46,500
Closed -$17.8M – 502
2020
Q3 		$17.8M Buy
+46,500
New +$17.7M 0.95% 18
2019
Q4 		– Sell
-44,000
Closed -$17.2M – 539
2019
Q3 		$17.2M Buy
44,000
+43,675
+13,438% +$16.4M 0.96% 18
2019
Q2 		$608K Buy
+325
New +$109K 0.09% 188

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

Aptus Capital Advisors's LMT Position: Q1 2026 in Review

Aptus Capital Advisors increased its Lockheed Martin (LMT) stake by 89% in Q1 2026, buying an estimated $4.96M and bringing the position to 17,059 shares worth $10.3M. The position accounts for 0.08% of the portfolio, ranked #203.

Aptus Capital Advisors first reported a position in LMT in Q3 2019 and has held it in 26 quarters since. The position peaked at $31.9M in Q4 2024. 2,907 funds tracked by Wall St. Rank hold LMT as of Q1 2026.

  • Aptus Capital Advisors held 17,059 shares of Lockheed Martin worth $10.3M as of Q1 2026.
  • Aptus Capital Advisors bought 8,049 Lockheed Martin shares in Q1 2026, an estimated $4.96M.
  • Lockheed Martin made up 0.08% of Aptus Capital Advisors's portfolio in Q1 2026, its #203 holding.
  • Aptus Capital Advisors first reported a position in Lockheed Martin in Q3 2019 and has held it in 26 quarters since.
  • Aptus Capital Advisors's Lockheed Martin position peaked at $31.9M in Q4 2024.
  • 2,907 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.