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Abich Financial Wealth Management’s Lockheed Martin LMT Stock Holding History

Abich Financial Wealth Management’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
2025
Q3 		$66.4K Buy
+133
New +$60.3K 0.02% 275
2024
Q3 		$3.51K Sell
6
-453
-99% -$243K 0.01% 286
2024
Q2 		$214K Buy
459
+409
+818% +$189K 0.15% 37
2024
Q1 		$22.7K Buy
50
+20
+67% +$8.77K 0.02% 187
2023
Q4 		$13.6K Buy
+30
New +$13.3K 0.01% 198

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Abich Financial Wealth Management's LMT Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Lockheed Martin (LMT) in Q3 2025: 133 shares worth $66.4K. The stake represents 0.02% of the portfolio and ranks #275 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in LMT as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in LMT in Q4 2023 and has held it in 5 quarters since. The position peaked at $214K in Q2 2024. 2,581 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • Abich Financial Wealth Management held 133 shares of Lockheed Martin worth $66.4K as of Q3 2025.
  • Lockheed Martin was a new Abich Financial Wealth Management position in Q3 2025.
  • Lockheed Martin made up 0.02% of Abich Financial Wealth Management's portfolio in Q3 2025, its #275 holding.
  • Abich Financial Wealth Management first reported a position in Lockheed Martin in Q4 2023 and has held it in 5 quarters since.
  • Abich Financial Wealth Management's Lockheed Martin position peaked at $214K in Q2 2024.
  • 2,581 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.