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Aries Wealth Management’s Lockheed Martin LMT Stock Holding History

Aries 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 		$381K Hold
748
– – 0.07% 174
2026
Q1 		$452K Hold
748
– – 0.1% 158
2025
Q4 		$362K Hold
748
– – 0.08% 173
2025
Q3 		$373K Hold
748
– – 0.09% 169
2025
Q2 		$346K Sell
748
-2
-0.3% -$936 0.09% 165
2025
Q1 		$335K Sell
750
-54
-7% -$24.9K 0.09% 169
2024
Q4 		$391K Hold
804
– – 0.11% 156
2024
Q3 		$470K Buy
804
+341
+74% +$183K 0.13% 141
2024
Q2 		$216K Hold
463
– – 0.07% 192
2024
Q1 		$211K Sell
463
-84
-15% -$36.8K 0.07% 201
2023
Q4 		$248K Buy
547
+13
+2% +$5.76K 0.09% 170
2023
Q3 		$235K Buy
534
+35
+7% +$15.5K 0.09% 174
2023
Q2 		$230K Buy
499
+15
+3% +$6.96K 0.09% 173
2023
Q1 		$229K Sell
484
-30
-6% -$14.1K 0.09% 173
2022
Q4 		$250K Sell
514
-3
-0.6% -$1.39K 0.11% 163
2022
Q3 		$252K Buy
517
+9
+2% +$3.76K 0.11% 154
2022
Q2 		$218K Buy
+508
New +$223K 0.1% 161
2018
Q4 		– Sell
-686
Closed -$237K – 122
2018
Q3 		$237K Hold
686
– – 0.21% 106
2018
Q2 		$224K Buy
+686
New +$221K 0.21% 114

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

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

Aries Wealth Management held its Lockheed Martin (LMT) position steady in Q2 2026 at 748 shares worth $381K. The position accounts for 0.07% of the portfolio, ranked #174.

Aries Wealth Management first reported a position in LMT in Q2 2018 and has held it in 19 quarters since. The position peaked at $470K in Q3 2024. 2,761 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Aries Wealth Management held 748 shares of Lockheed Martin worth $381K as of Q2 2026.
  • Aries Wealth Management left its Lockheed Martin share count unchanged in Q2 2026.
  • Lockheed Martin made up 0.07% of Aries Wealth Management's portfolio in Q2 2026, its #174 holding.
  • Aries Wealth Management first reported a position in Lockheed Martin in Q2 2018 and has held it in 19 quarters since.
  • Aries Wealth Management's Lockheed Martin position peaked at $470K in Q3 2024.
  • 2,761 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

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