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Advus Financial Partners, LLC’s Lockheed Martin LMT Stock Holding History

Advus Financial Partners, 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 		$213K Buy
419
+14
+3% +$7.57K 0.05% 250
2026
Q1 		$244K Buy
+405
New +$249K 0.06% 219
2025
Q3 		– Sell
-559
Closed -$259K – 266
2025
Q2 		$259K Sell
559
-24
-4% -$11.2K 0.07% 215
2025
Q1 		$261K Sell
583
-624
-52% -$287K 0.07% 197
2024
Q4 		$587K Buy
1,207
+107
+10% +$58.3K 0.17% 92
2024
Q3 		$643K Buy
1,100
+11
+1% +$5.91K 0.18% 83
2024
Q2 		$509K Buy
1,089
+144
+15% +$66.5K 0.16% 92
2024
Q1 		$430K Buy
945
+292
+45% +$128K 0.13% 104
2023
Q4 		$296K Buy
+653
New +$289K 0.1% 135
2023
Q3 		– Sell
-530
Closed -$244K – 161
2023
Q2 		$244K Sell
530
-165
-24% -$76.6K 0.09% 136
2023
Q1 		$328K Buy
695
+166
+31% +$77.8K 0.14% 96
2022
Q4 		$258K Sell
529
-68
-11% -$31.6K 0.11% 122
2022
Q3 		$231K Buy
+597
New +$249K 0.12% 115

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

Advus Financial Partners, LLC's LMT Position: Q2 2026 in Review

Advus Financial Partners, LLC increased its Lockheed Martin (LMT) stake by 3.5% in Q2 2026, buying an estimated $7.57K and bringing the position to 419 shares worth $213K. The position accounts for 0.05% of the portfolio, ranked #250.

Advus Financial Partners, LLC first reported a position in LMT in Q3 2022 and has held it in 13 quarters since. The position peaked at $643K in Q3 2024. 2,768 funds tracked by Wall St. Rank hold LMT as of Q2 2026.

  • Advus Financial Partners, LLC held 419 shares of Lockheed Martin worth $213K as of Q2 2026.
  • Advus Financial Partners, LLC bought 14 Lockheed Martin shares in Q2 2026, an estimated $7.57K.
  • Lockheed Martin made up 0.05% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #250 holding.
  • Advus Financial Partners, LLC first reported a position in Lockheed Martin in Q3 2022 and has held it in 13 quarters since.
  • Advus Financial Partners, LLC's Lockheed Martin position peaked at $643K in Q3 2024.
  • 2,768 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.