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Austin Private Wealth’s Lockheed Martin LMT Stock Holding History

Austin Private 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 		$526K Buy
1,087
+7
+0.6% +$3.35K 0.04% 172
2025
Q3 		$539K Buy
1,080
+41
+4% +$18.6K 0.04% 173
2025
Q2 		$481K Buy
1,039
+21
+2% +$9.83K 0.04% 184
2025
Q1 		$455K Sell
1,018
-124
-11% -$57.1K 0.04% 171
2024
Q4 		$555K Buy
1,142
+116
+11% +$63.2K 0.05% 134
2024
Q3 		$600K Buy
1,026
+129
+14% +$69.3K 0.06% 126
2024
Q2 		$419K Buy
897
+17
+2% +$7.86K 0.05% 138
2024
Q1 		$394K Buy
880
+93
+12% +$40.8K 0.05% 141
2023
Q4 		$357K Buy
787
+10
+1% +$4.43K 0.05% 131
2023
Q3 		$318K Buy
777
+61
+9% +$27.1K 0.05% 122
2023
Q2 		$330K Buy
716
+17
+2% +$7.89K 0.05% 116
2023
Q1 		$330K Buy
699
+102
+17% +$47.8K 0.05% 112
2022
Q4 		$290K Buy
+597
New +$277K 0.05% 119
2022
Q2 		– Sell
-527
Closed -$233K – 157
2022
Q1 		$233K Buy
+527
New +$214K 0.05% 119
2021
Q3 		– Sell
-507
Closed -$192K – 148
2021
Q2 		$192K Buy
+507
New +$195K 0.04% 126

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Austin Private Wealth's LMT Position: Q4 2025 in Review

Austin Private Wealth increased its Lockheed Martin (LMT) stake by 0.65% in Q4 2025, buying an estimated $3.35K and bringing the position to 1,087 shares worth $526K. The position accounts for 0.04% of the portfolio, ranked #172.

Austin Private Wealth first reported a position in LMT in Q2 2021 and has held it in 15 quarters since. The position peaked at $600K in Q3 2024. 2,721 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

  • Austin Private Wealth held 1,087 shares of Lockheed Martin worth $526K as of Q4 2025.
  • Austin Private Wealth bought 7 Lockheed Martin shares in Q4 2025, an estimated $3.35K.
  • Lockheed Martin made up 0.04% of Austin Private Wealth's portfolio in Q4 2025, its #172 holding.
  • Austin Private Wealth first reported a position in Lockheed Martin in Q2 2021 and has held it in 15 quarters since.
  • Austin Private Wealth's Lockheed Martin position peaked at $600K in Q3 2024.
  • 2,721 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.