Ascent Wealth Partners 13F: New $709K Stake in LMT

Ascent Wealth Partners took a new position in Lockheed Martin Corporation LMT, picking up 1,393 shares valued at about $709,225. The fund disclosed the investment in a Form 13F filing with the Securities and Exchange Commission on October 23, 2026.

LMT Lockheed Martin Corporation

$604.18 ▲ +23.75% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Ascent Wealth Partners's Lockheed Martin Position

Ascent Wealth Partners initiated its investment in Lockheed Martin Corporation by acquiring 1,393 shares during the period. The new holding carried a reported value of $709,225 as of the filing date. Because this was a fresh purchase, the fund started the period with zero shares.

Other Institutional Activity in Lockheed Martin

Other institutional investors also adjusted their holdings in the aerospace and defense firm around the same time. Foster Victor Wealth Advisors grew its holdings by 1,735 shares, ending with 35,024 shares worth about $19,201,196. Washington Trust lifted its stake by 1,126 shares to hold 28,738 shares valued at about $14,634,827. Meanwhile, Sanders Capital, LLC grew its holdings by 952,519 shares, ending with 2,093,533 shares worth about $1,264,870,752. Rokos Capital Management also reported a position of 103,311 shares valued at about $52,632,821.

Lockheed Martin Corporation Stock Up 9.6%

Lockheed Martin recently traded around $604.38, sitting roughly even with its closing price of $604.18 on the filing date of October 23, 2026. The stock trades below its 52-week high of $692.00 while maintaining ground above its 50-day and 200-day moving averages.

Recent Earnings

Lockheed Martin reported $79.1 billion in trailing twelve-month revenue alongside earnings of $28.16 per share. The company's next earnings report is scheduled for January 26, 2027.

Dividend

Lockheed Martin pays an annual dividend of $14.40 per share, giving the stock a dividend yield of 2.44% with a payout ratio of 50.3%.

Insider Buying and Selling at Lockheed Martin Corporation

Company insiders executed several stock transactions earlier in the year, including sales by officers and directors such as Gregory M. Ulmer and John M. Donovan.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock around the filing date, with UBS and Citigroup maintaining Buy ratings and raising their price targets. Analysts overall hold a consensus Buy rating on the stock with a mean price target of $632.90.

About Lockheed Martin

Lockheed Martin Corporation is an aerospace and defense company that builds technology systems, products, and services for customers around the world through its aeronautics, missiles, and space segments.

Bottom Line

Investors will watch the company's next earnings release on January 26, 2027, for updates on financial results and operational performance. Monitoring future institutional filings will also show whether other wealth managers follow Ascent Wealth Partners into the stock.