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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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.

2,581 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.
2,581 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.