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Arete Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Arete Wealth Advisors’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
-4,748
Closed -$2.37M – 581
2025
Q3 		$2.37M Buy
4,748
+409
+9% +$186K 0.15% 135
2025
Q2 		$2.01M Sell
4,339
-574
-12% -$269K 0.14% 146
2025
Q1 		$2.19M Sell
4,913
-45
-0.9% -$20.7K 0.17% 124
2024
Q4 		$2.41M Buy
4,958
+1,804
+57% +$983K 0.17% 125
2024
Q3 		$1.84M Buy
+3,154
New +$1.69M 0.16% 133
2024
Q1 		– Sell
-4,231
Closed -$1.92M – 573
2023
Q4 		$1.92M Buy
+4,231
New +$1.87M 0.15% 143
2023
Q3 		– Sell
-3,940
Closed -$1.81M – 624
2023
Q2 		$1.81M Buy
3,940
+307
+8% +$143K 0.16% 139
2023
Q1 		$1.72M Buy
3,633
+2
+0.1% +$938 0.14% 138
2022
Q4 		$1.77M Buy
3,631
+197
+6% +$91.5K 0.15% 124
2022
Q3 		$1.33M Buy
3,434
+1,470
+75% +$614K 0.13% 139
2022
Q2 		$844K Sell
1,964
-408
-17% -$179K 0.09% 173
2022
Q1 		$1.05M Buy
2,372
+114
+5% +$46.2K 0.09% 175
2021
Q4 		$801K Buy
2,258
+559
+33% +$193K 0.07% 213
2021
Q3 		$586K Buy
1,699
+79
+5% +$28.6K 0.06% 234
2021
Q2 		$523K Sell
1,620
-46
-3% -$17.7K 0.07% 198
2021
Q1 		$616K Buy
1,666
+50
+3% +$17.2K 0.08% 209
2020
Q4 		$570K Sell
1,616
-1,359
-46% -$500K 0.08% 213
2020
Q3 		$1.13M Sell
2,975
-590
-17% -$225K 0.17% 136
2020
Q2 		$1.3M Sell
3,565
-41
-1% -$15.5K 0.23% 116
2020
Q1 		$1.22M Sell
3,606
-62
-2% -$24.4K 0.24% 98
2019
Q4 		$1.43M Buy
3,668
+36
+1% +$13.8K 0.25% 99
2019
Q3 		$1.42M Buy
3,632
+105
+3% +$39.5K 0.27% 89
2019
Q2 		$1.28M Buy
3,527
+60
+2% +$20.1K 0.25% 94
2019
Q1 		$1.04M Buy
3,467
+712
+26% +$209K 0.22% 121
2018
Q4 		$721K Buy
2,755
+1,306
+90% +$396K 0.18% 144
2018
Q3 		$501K Buy
1,449
+148
+11% +$47.8K 0.11% 186
2018
Q2 		$384K Buy
+1,301
New +$420K 0.09% 230

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

Arete Wealth Advisors's LMT Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Lockheed Martin (LMT) in Q4 2025, closing a stake of 4,748 shares — an estimated $2.37M sold.

Arete Wealth Advisors first reported a position in LMT in Q2 2018 and held it in 27 quarters. The position peaked at $2.41M in Q4 2024. 2,731 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Lockheed Martin position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,748 Lockheed Martin shares in Q4 2025, an estimated $2.37M.
  • Arete Wealth Advisors first reported a position in Lockheed Martin in Q2 2018 and held it in 27 quarters.
  • Arete Wealth Advisors's Lockheed Martin position peaked at $2.41M in Q4 2024.
  • 2,731 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

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