Advisor Resource Council’s Lockheed Martin LMT Stock Holding History

Advisor Resource Council’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 Q2	–	Sell	-1,345	Closed	-$570K	–	404
2025 Q1	$570K	Buy	+1,345	New	+$619K	0.05%	346
2024 Q4	–	Sell	-521	Closed	-$305K	–	182
2024 Q3	$305K	Buy	+521	New	+$280K	0.14%	174
2024 Q2	–	Sell	-445	Closed	-$202K	–	153
2024 Q1	$202K	Sell	445 -720	-62%	-$316K	0.09%	213
2023 Q4	$528K	Buy	+1,165	New	+$516K	0.06%	264
2022 Q3	–	Sell	-1,228	Closed	-$527K	–	340
2022 Q2	$527K	Buy	+1,228	New	+$539K	0.05%	280
2022 Q1	–	Sell	-985	Closed	-$350K	–	389
2021 Q4	$350K	Buy	+985	New	+$341K	0.03%	399
2021 Q3	–	Sell	-2,510	Closed	-$949K	–	354
2021 Q2	$949K	Buy	+2,510	New	+$965K	0.1%	211

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Advisor Resource Council's LMT Position: Q2 2025 in Review

Advisor Resource Council sold out of Lockheed Martin (LMT) in Q2 2025, closing a stake of 1,345 shares — an estimated $570K sold.

Advisor Resource Council first reported a position in LMT in Q2 2021 and held it in 7 quarters. The position peaked at $949K in Q2 2021. 2,605 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

Advisor Resource Council reported no remaining Lockheed Martin position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 1,345 Lockheed Martin shares in Q2 2025, an estimated $570K.
Advisor Resource Council first reported a position in Lockheed Martin in Q2 2021 and held it in 7 quarters.
Advisor Resource Council's Lockheed Martin position peaked at $949K in Q2 2021.
2,605 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.