AIM
LMT icon

Aspen Investment Management’s Lockheed Martin LMT Stock Holding History

Aspen Investment 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 		$901K Sell
1,769
-50
-3% -$27K 0.24% 102
2026
Q1 		$1.1M Hold
1,819
– – 0.34% 86
2025
Q4 		$880K Hold
1,819
– – 0.27% 95
2025
Q3 		$908K Sell
1,819
-50
-3% -$22.7K 0.35% 79
2025
Q2 		$866K Hold
1,869
– – 0.36% 73
2025
Q1 		$835K Sell
1,869
-50
-3% -$23K 0.39% 73
2024
Q4 		$933K Sell
1,919
-55
-3% -$30K 0.43% 66
2024
Q3 		$1.15M Hold
1,974
– – 0.54% 56
2024
Q2 		$922K Sell
1,974
-50
-2% -$23.1K 0.46% 66
2024
Q1 		$921K Sell
2,024
-200
-9% -$87.7K 0.47% 63
2023
Q4 		$1.01M Sell
2,224
-55
-2% -$24.4K 0.56% 55
2023
Q3 		$932K Sell
2,279
-166
-7% -$73.6K 0.56% 54
2023
Q2 		$1.13M Sell
2,445
-325
-12% -$151K 0.67% 46
2023
Q1 		$1.31M Buy
2,770
+220
+9% +$103K 0.84% 34
2022
Q4 		$1.24M Buy
2,550
+5
+0.2% +$2.32K 0.81% 37
2022
Q3 		$983K Sell
2,545
-13
-0.5% -$5.43K 0.66% 49
2022
Q2 		$1.1M Sell
2,558
-2
-0.1% -$878 0.69% 51
2022
Q1 		$1.13M Buy
2,560
+25
+1% +$10.1K 0.59% 56
2021
Q4 		$901K Hold
2,535
– – 0.44% 76
2021
Q3 		$875K Sell
2,535
-75
-3% -$27.1K 0.46% 73
2021
Q2 		$987K Hold
2,610
– – 0.52% 72
2021
Q1 		$964K Hold
2,610
– – 0.54% 66
2020
Q4 		$926K Sell
2,610
-16
-0.6% -$5.88K 0.55% 66
2020
Q3 		$1.01M Sell
2,626
-25
-0.9% -$9.54K 0.67% 47
2020
Q2 		$967K Buy
2,651
+1
+0% +$378 0.69% 46
2020
Q1 		$898K Sell
2,650
-100
-4% -$39.3K 0.78% 36
2019
Q4 		$1.07M Buy
2,750
+80
+3% +$30.7K 0.67% 48
2019
Q3 		$1.04M Sell
2,670
-1,001
-27% -$376K 0.7% 48
2019
Q2 		$1.33M Hold
3,671
– – 0.88% 32
2019
Q1 		$1.1M Sell
3,671
-24
-0.6% -$7.04K 0.77% 40
2018
Q4 		$967K Buy
3,695
+1,116
+43% +$339K 0.78% 39
2018
Q3 		$892K Buy
2,579
+30
+1% +$9.68K 0.59% 55
2018
Q2 		$753K Hold
2,549
– – 0.52% 61
2018
Q1 		$861K Sell
2,549
-25
-1% -$8.51K 0.62% 51
2017
Q4 		$826K Hold
2,574
– – 0.59% 51
2017
Q3 		$799K Hold
2,574
– – 0.59% 48
2017
Q2 		$715K Hold
2,574
– – 0.54% 49
2017
Q1 		$689K Buy
2,574
+5
+0.2% +$1.31K 0.51% 49
2016
Q4 		$642K Hold
2,569
– – 0.48% 50
2016
Q3 		$616K Hold
2,569
– – 0.49% 53
2016
Q2 		$638K Sell
2,569
-50
-2% -$11.8K 0.53% 46
2016
Q1 		$580K Hold
2,619
– – 0.53% 49
2015
Q4 		$569K Sell
2,619
-150
-5% -$32.5K 0.57% 54
2015
Q3 		$574K Sell
2,769
-100
-3% -$20.3K 0.56% 54
2015
Q2 		$533K Hold
2,869
– – 0.45% 59
2015
Q1 		$582K Buy
2,869
+120
+4% +$23.7K 0.47% 58
2014
Q4 		$529K Sell
2,749
-40
-1% -$7.42K 0.44% 59
2014
Q3 		$510K Sell
2,789
-2,670
-49% -$454K 0.43% 61
2014
Q2 		$877K Sell
5,459
-895
-14% -$146K 0.54% 60
2014
Q1 		$1.04M Hold
6,354
– – 0.66% 47
2013
Q4 		$945K Sell
6,354
-1,010
-14% -$137K 0.63% 54
2013
Q3 		$939K Hold
7,364
– – 0.67% 46
2013
Q2 		$799K Buy
+7,364
New +$752K 0.54% 55

Other funds holding LMT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
WG
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

Aspen Investment Management's LMT Position: Q2 2026 in Review

Aspen Investment Management reduced its Lockheed Martin (LMT) stake by 2.7% in Q2 2026, selling an estimated $27K and leaving 1,769 shares worth $901K. The position accounts for 0.24% of the portfolio, ranked #102.

Aspen Investment Management first reported a position in LMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.33M in Q2 2019. 1,088 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Aspen Investment Management held 1,769 shares of Lockheed Martin worth $901K as of Q2 2026.
  • Aspen Investment Management sold 50 Lockheed Martin shares in Q2 2026, an estimated $27K.
  • Lockheed Martin made up 0.24% of Aspen Investment Management's portfolio in Q2 2026, its #102 holding.
  • Aspen Investment Management first reported a position in Lockheed Martin in Q2 2013 and has held it in 53 quarters since.
  • Aspen Investment Management's Lockheed Martin position peaked at $1.33M in Q2 2019.
  • 1,088 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.