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Brass Tax Wealth Management’s Lockheed Martin LMT Stock Holding History

Brass Tax 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
Q3 		$223K Buy
+446
New +$202K 0.04% 224
2024
Q3 		– Sell
-617
Closed -$288K – 224
2024
Q2 		$288K Buy
+617
New +$285K 0.06% 140

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brass Tax Wealth Management's LMT Position: Q3 2025 in Review

Brass Tax Wealth Management opened a new position in Lockheed Martin (LMT) in Q3 2025: 446 shares worth $223K. The stake represents 0.04% of the portfolio and ranks #224 among its holdings. This is a return to the name: Brass Tax Wealth Management previously reported a position in LMT as recently as Q2 2024.

Brass Tax Wealth Management first reported a position in LMT in Q2 2024 and has held it in 2 quarters since. The position peaked at $288K in Q2 2024. 2,586 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • Brass Tax Wealth Management held 446 shares of Lockheed Martin worth $223K as of Q3 2025.
  • Lockheed Martin was a new Brass Tax Wealth Management position in Q3 2025.
  • Lockheed Martin made up 0.04% of Brass Tax Wealth Management's portfolio in Q3 2025, its #224 holding.
  • Brass Tax Wealth Management first reported a position in Lockheed Martin in Q2 2024 and has held it in 2 quarters since.
  • Brass Tax Wealth Management's Lockheed Martin position peaked at $288K in Q2 2024.
  • 2,586 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.