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Asset Planning Corporation’s Lockheed Martin LMT Stock Holding History

Asset Planning Corporation’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 		$306K Hold
612
– – 0.14% 38
2025
Q2 		$283K Hold
612
– – 0.15% 36
2025
Q1 		$273K Hold
612
– – 0.16% 38
2024
Q4 		$297K Hold
612
– – 0.19% 38
2024
Q3 		$358K Buy
+612
New +$329K 0.23% 33

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

Asset Planning Corporation's LMT Position: Q3 2025 in Review

Asset Planning Corporation held its Lockheed Martin (LMT) position steady in Q3 2025 at 612 shares worth $306K. The position accounts for 0.14% of the portfolio, ranked #38.

Asset Planning Corporation first reported a position in LMT in Q3 2024 and has held it in 5 quarters since. The position peaked at $358K in Q3 2024. 2,580 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • Asset Planning Corporation held 612 shares of Lockheed Martin worth $306K as of Q3 2025.
  • Asset Planning Corporation left its Lockheed Martin share count unchanged in Q3 2025.
  • Lockheed Martin made up 0.14% of Asset Planning Corporation's portfolio in Q3 2025, its #38 holding.
  • Asset Planning Corporation first reported a position in Lockheed Martin in Q3 2024 and has held it in 5 quarters since.
  • Asset Planning Corporation's Lockheed Martin position peaked at $358K in Q3 2024.
  • 2,580 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Asset Planning Corporation's 13F filing for Q3 2025, filed 6 Nov 2025.