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Atria Wealth Solutions’s Lockheed Martin LMT Stock Holding History

Atria Wealth Solutions’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 		$7M Sell
15,123
-17,680
-54% -$8.28M 0.16% 143
2025
Q1 		$14.7M Sell
32,803
-4,237
-11% -$1.95M 0.18% 125
2024
Q4 		$18M Sell
37,040
-552
-1% -$301K 0.2% 102
2024
Q3 		$22M Sell
37,592
-2,298
-6% -$1.23M 0.24% 91
2024
Q2 		$18.6M Buy
39,890
+6,277
+19% +$2.9M 0.21% 102
2024
Q1 		$15.4M Buy
33,613
+697
+2% +$305K 0.17% 127
2023
Q4 		$14.9M Buy
32,916
+20
+0.1% +$8.86K 0.19% 116
2023
Q3 		$13.5M Buy
32,896
+2,330
+8% +$1.03M 0.19% 117
2023
Q2 		$14.1M Buy
30,566
+783
+3% +$363K 0.19% 114
2023
Q1 		$14.1M Buy
29,783
+3,552
+14% +$1.67M 0.21% 103
2022
Q4 		$12.8M Sell
26,231
-83
-0.3% -$38.6K 0.2% 109
2022
Q3 		$10.2M Buy
26,314
+10,587
+67% +$4.42M 0.18% 123
2022
Q2 		$6.76M Sell
15,727
-8,856
-36% -$3.89M 0.13% 176
2022
Q1 		$10.9M Buy
+24,583
New +$9.97M 0.18% 122

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Atria Wealth Solutions's LMT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Lockheed Martin (LMT) stake by 54% in Q2 2025, selling an estimated $8.28M and leaving 15,123 shares worth $7M. The position accounts for 0.16% of the portfolio, ranked #143.

Atria Wealth Solutions first reported a position in LMT in Q1 2022 and has held it in 14 quarters since. The position peaked at $22M in Q3 2024. 2,609 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

  • Atria Wealth Solutions held 15,123 shares of Lockheed Martin worth $7M as of Q2 2025.
  • Atria Wealth Solutions sold 17,680 Lockheed Martin shares in Q2 2025, an estimated $8.28M.
  • Lockheed Martin made up 0.16% of Atria Wealth Solutions's portfolio in Q2 2025, its #143 holding.
  • Atria Wealth Solutions first reported a position in Lockheed Martin in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Lockheed Martin position peaked at $22M in Q3 2024.
  • 2,609 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.