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Aventura Private Wealth’s Lockheed Martin LMT Stock Holding History

Aventura Private Wealth’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 		$241K Buy
472
+73
+18% +$39.5K 0.07% 159
2026
Q1 		$241K Buy
399
+8
+2% +$4.93K 0.09% 140
2025
Q4 		$189K Sell
391
-47
-11% -$22.5K 0.07% 155
2025
Q3 		$219K Buy
438
+277
+172% +$126K 0.08% 152
2025
Q2 		$74.6K Buy
161
+33
+26% +$15.4K 0.03% 241
2025
Q1 		$57.2K Sell
128
-2
-2% -$921 0.03% 253
2024
Q4 		$63.2K Buy
+130
New +$70.9K 0.03% 236

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Aventura Private Wealth's LMT Position: Q2 2026 in Review

Aventura Private Wealth increased its Lockheed Martin (LMT) stake by 18% in Q2 2026, buying an estimated $39.5K and bringing the position to 472 shares worth $241K. The position accounts for 0.07% of the portfolio, ranked #159.

Aventura Private Wealth first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $241K in Q1 2026. 1,047 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Aventura Private Wealth held 472 shares of Lockheed Martin worth $241K as of Q2 2026.
  • Aventura Private Wealth bought 73 Lockheed Martin shares in Q2 2026, an estimated $39.5K.
  • Lockheed Martin made up 0.07% of Aventura Private Wealth's portfolio in Q2 2026, its #159 holding.
  • Aventura Private Wealth first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Lockheed Martin position peaked at $241K in Q1 2026.
  • 1,047 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.