Aspect Partners’s Lockheed Martin LMT Stock Holding History

Aspect Partners’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 Q3	$31.6K	Hold	62	–	–	0.01%	166
2026 Q2	$31.6K	Hold	62	–	–	0.01%	165
2026 Q1	$37.5K	Hold	62	–	–	0.02%	157
2025 Q4	$30K	Sell	62 -23	-27%	-$11K	0.01%	170
2025 Q3	$42.4K	Sell	85 -162	-66%	-$73.5K	0.02%	158
2025 Q2	$114K	Buy	247 +218	+752%	+$102K	0.06%	102
2025 Q1	$13K	Buy	29 +1	+4%	+$460	0.01%	233
2024 Q4	$13.6K	Hold	28	–	–	0.01%	249
2024 Q3	$16.4K	Hold	28	–	–	0.01%	213
2024 Q2	$13.1K	Hold	28	–	–	0.01%	233
2024 Q1	$12.7K	Hold	28	–	–	0.01%	242
2023 Q4	$12.7K	Buy	+28	New	+$12.4K	0.01%	228

Other funds holding LMT

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Aspect Partners's LMT Position: Q3 2026 in Review

Aspect Partners held its Lockheed Martin (LMT) position steady in Q3 2026 at 62 shares worth $31.6K. The position accounts for 0.01% of the portfolio, ranked #166.

Aspect Partners first reported a position in LMT in Q4 2023 and has held it in 12 quarters since. The position peaked at $114K in Q2 2025. 858 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

Aspect Partners held 62 shares of Lockheed Martin worth $31.6K as of Q3 2026.
Aspect Partners left its Lockheed Martin share count unchanged in Q3 2026.
Lockheed Martin made up 0.01% of Aspect Partners's portfolio in Q3 2026, its #166 holding.
Aspect Partners first reported a position in Lockheed Martin in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's Lockheed Martin position peaked at $114K in Q2 2025.
858 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.