AWM
LMT icon

Accredited Wealth Management’s Lockheed Martin LMT Stock Holding History

Accredited 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 		$68.9K Buy
417
+247
+145% +$112K 0.05% 122
2025
Q2 		$78.7K Sell
170
-118
-41% -$55.2K 0.06% 113
2025
Q1 		$129K Sell
288
-5
-2% -$2.3K 0.11% 74
2024
Q4 		$142K Buy
+293
New +$160K 0.12% 79

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

Accredited Wealth Management's LMT Position: Q3 2025 in Review

Accredited Wealth Management increased its Lockheed Martin (LMT) stake by 145% in Q3 2025, buying an estimated $112K and bringing the position to 417 shares worth $68.9K. The position accounts for 0.05% of the portfolio, ranked #122.

Accredited Wealth Management first reported a position in LMT in Q4 2024 and has held it in 4 quarters since. The position peaked at $142K in Q4 2024. 2,580 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • Accredited Wealth Management held 417 shares of Lockheed Martin worth $68.9K as of Q3 2025.
  • Accredited Wealth Management bought 247 Lockheed Martin shares in Q3 2025, an estimated $112K.
  • Lockheed Martin made up 0.05% of Accredited Wealth Management's portfolio in Q3 2025, its #122 holding.
  • Accredited Wealth Management first reported a position in Lockheed Martin in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Lockheed Martin position peaked at $142K in Q4 2024.
  • 2,580 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.