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Aspiriant LLC’s Lockheed Martin LMT Stock Holding History

Aspiriant LLC’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 		$740K Buy
1,453
+500
+52% +$270K 0.02% 203
2026
Q1 		$576K Buy
953
+455
+91% +$280K 0.02% 201
2025
Q4 		$241K Sell
498
-161
-24% -$77K 0.01% 301
2025
Q3 		$329K Sell
659
-299
-31% -$136K 0.01% 240
2025
Q2 		$444K Buy
958
+282
+42% +$132K 0.01% 211
2025
Q1 		$302K Sell
676
-9
-1% -$4.14K 0.01% 237
2024
Q4 		$333K Buy
685
+6
+0.9% +$3.27K 0.01% 226
2024
Q3 		$397K Buy
679
+4
+0.6% +$2.15K 0.02% 204
2024
Q2 		$315K Sell
675
-59
-8% -$27.3K 0.01% 224
2024
Q1 		$334K Sell
734
-5
-0.7% -$2.19K 0.01% 233
2023
Q4 		$335K Sell
739
-77
-9% -$34.1K 0.02% 227
2023
Q3 		$334K Buy
816
+69
+9% +$30.6K 0.02% 213
2023
Q2 		$344K Buy
747
+220
+42% +$102K 0.02% 205
2023
Q1 		$249K Sell
527
-21
-4% -$9.85K 0.01% 242
2022
Q4 		$267K Buy
+548
New +$255K 0.01% 227
2022
Q3 		– Sell
-573
Closed -$245K – 273
2022
Q2 		$245K Sell
573
-1,532
-73% -$673K 0.01% 236
2022
Q1 		$929K Buy
2,105
+14
+0.7% +$5.67K 0.05% 136
2021
Q4 		$743K Buy
+2,091
New +$723K 0.04% 157
2018
Q4 		– Sell
-917
Closed -$316K – 242
2018
Q3 		$316K Hold
917
– – 0.03% 189
2018
Q2 		$271K Sell
917
-233
-20% -$75.2K 0.02% 213
2018
Q1 		$388K Buy
+1,150
New +$391K 0.03% 166

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

Aspiriant LLC's LMT Position: Q2 2026 in Review

Aspiriant LLC increased its Lockheed Martin (LMT) stake by 52% in Q2 2026, buying an estimated $270K and bringing the position to 1,453 shares worth $740K. The position accounts for 0.02% of the portfolio, ranked #203.

Aspiriant LLC first reported a position in LMT in Q1 2018 and has held it in 21 quarters since. The position peaked at $929K in Q1 2022. 2,775 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Aspiriant LLC held 1,453 shares of Lockheed Martin worth $740K as of Q2 2026.
  • Aspiriant LLC bought 500 Lockheed Martin shares in Q2 2026, an estimated $270K.
  • Lockheed Martin made up 0.02% of Aspiriant LLC's portfolio in Q2 2026, its #203 holding.
  • Aspiriant LLC first reported a position in Lockheed Martin in Q1 2018 and has held it in 21 quarters since.
  • Aspiriant LLC's Lockheed Martin position peaked at $929K in Q1 2022.
  • 2,775 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.