AssuredPartners Investment Advisors’s Lockheed Martin LMT Stock Holding History

AssuredPartners Investment 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
2026 Q2	$386K	Hold	757	–	–	0.04%	298
2026 Q1	$483K	Buy	757 +39	+5%	+$24K	0.05%	255
2025 Q4	$347K	Buy	718 +46	+7%	+$22K	0.05%	256
2025 Q3	$336K	Sell	672 -4	-0.6%	-$1.81K	0.07%	191
2025 Q2	$313K	Sell	676 -79	-10%	-$37K	0.08%	181
2025 Q1	$337K	Sell	755 -46	-6%	-$21.2K	0.07%	254
2024 Q4	$389K	Buy	+801	New	+$437K	0.08%	237

Other funds holding LMT

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

AssuredPartners Investment Advisors's LMT Position: Q2 2026 in Review

AssuredPartners Investment Advisors held its Lockheed Martin (LMT) position steady in Q2 2026 at 757 shares worth $386K. The position accounts for 0.04% of the portfolio, ranked #298.

AssuredPartners Investment Advisors first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $483K in Q1 2026. 2,789 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

AssuredPartners Investment Advisors held 757 shares of Lockheed Martin worth $386K as of Q2 2026.
AssuredPartners Investment Advisors left its Lockheed Martin share count unchanged in Q2 2026.
Lockheed Martin made up 0.04% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #298 holding.
AssuredPartners Investment Advisors first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
AssuredPartners Investment Advisors's Lockheed Martin position peaked at $483K in Q1 2026.
2,789 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.