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
2023 Q1	–	Sell	-400	Closed	-$195	–	177
2022 Q4	$195	Buy	+400	New	+$186K	﹤0.01%	155
2021 Q3	–	Sell	-300	Closed	-$114K	–	149
2021 Q2	$114K	Buy	+300	New	+$115K	0.03%	128

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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.