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Bennett Associates Wealth Management’s Lockheed Martin LMT Stock Holding History

Bennett Associates Wealth Management’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
-811
Closed -$405K – 60
2025
Q3 		$405K Sell
811
-65
-7% -$29.5K 0.29% 32
2025
Q2 		$406K Sell
876
-84
-9% -$39.3K 0.31% 30
2025
Q1 		$429K Buy
+960
New +$442K 0.35% 30
2024
Q2 		– Sell
-1,261
Closed -$574K – 45
2024
Q1 		$574K Buy
+1,261
New +$553K 0.52% 24

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

Bennett Associates Wealth Management's LMT Position: Q4 2025 in Review

Bennett Associates Wealth Management sold out of Lockheed Martin (LMT) in Q4 2025, closing a stake of 811 shares — an estimated $405K sold.

Bennett Associates Wealth Management first reported a position in LMT in Q1 2024 and held it in 4 quarters. The position peaked at $574K in Q1 2024. 2,720 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

  • Bennett Associates Wealth Management reported no remaining Lockheed Martin position as of Q4 2025 after selling out during the quarter.
  • Bennett Associates Wealth Management sold 811 Lockheed Martin shares in Q4 2025, an estimated $405K.
  • Bennett Associates Wealth Management first reported a position in Lockheed Martin in Q1 2024 and held it in 4 quarters.
  • Bennett Associates Wealth Management's Lockheed Martin position peaked at $574K in Q1 2024.
  • 2,720 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on Bennett Associates Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.