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Alaethes Wealth’s Lockheed Martin LMT Stock Holding History

Alaethes Wealth’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
Q4 		– Sell
-3,942
Closed -$1.97M – 118
2025
Q3 		$1.97M Buy
3,942
+275
+7% +$125K 0.56% 64
2025
Q2 		$1.7M Buy
3,667
+153
+4% +$71.6K 0.51% 68
2025
Q1 		$1.57M Buy
3,514
+136
+4% +$62.6K 0.58% 62
2024
Q4 		$1.64M Buy
3,378
+36
+1% +$19.6K 0.59% 58
2024
Q3 		$1.95M Sell
3,342
-45
-1% -$24.2K 0.72% 42
2024
Q2 		$1.58M Buy
3,387
+82
+2% +$37.9K 0.65% 57
2024
Q1 		$1.5M Sell
3,305
-11
-0.3% -$4.82K 0.66% 63
2023
Q4 		$1.5M Buy
3,316
+66
+2% +$29.2K 0.71% 55
2023
Q3 		$1.33M Buy
3,250
+157
+5% +$69.7K 0.73% 55
2023
Q2 		$1.42M Buy
3,093
+73
+2% +$33.9K 0.78% 48
2023
Q1 		$1.43M Buy
3,020
+139
+5% +$65.2K 0.84% 46
2022
Q4 		$1.4M Buy
2,881
+31
+1% +$14.4K 0.96% 36
2022
Q3 		$1.1M Buy
2,850
+115
+4% +$48K 0.81% 44
2022
Q2 		$1.18M Sell
2,735
-147
-5% -$64.5K 0.87% 38
2022
Q1 		$1.27M Sell
2,882
-261
-8% -$106K 0.81% 45
2021
Q4 		$1.12M Buy
3,143
+362
+13% +$125K 0.7% 58
2021
Q3 		$960K Buy
2,781
+324
+13% +$117K 0.7% 55
2021
Q2 		$929K Buy
2,457
+197
+9% +$75.7K 0.72% 55
2021
Q1 		$835K Buy
+2,260
New +$775K 0.77% 49

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Alaethes Wealth's LMT Position: Q4 2025 in Review

Alaethes Wealth sold out of Lockheed Martin (LMT) in Q4 2025, closing a stake of 3,942 shares — an estimated $1.97M sold.

Alaethes Wealth first reported a position in LMT in Q1 2021 and held it in 19 quarters. The position peaked at $1.97M in Q3 2025. 2,727 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

  • Alaethes Wealth reported no remaining Lockheed Martin position as of Q4 2025 after selling out during the quarter.
  • Alaethes Wealth sold 3,942 Lockheed Martin shares in Q4 2025, an estimated $1.97M.
  • Alaethes Wealth first reported a position in Lockheed Martin in Q1 2021 and held it in 19 quarters.
  • Alaethes Wealth's Lockheed Martin position peaked at $1.97M in Q3 2025.
  • 2,727 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on Alaethes Wealth's 13F filing for Q4 2025, filed 12 Feb 2026.