Burt Wealth Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $223K | Hold |
447
| – | – | 0.05% | 112 |
|
|
2025
Q2 | $207K | Buy |
+447
| New | +$209K | 0.05% | 115 |
|
|
2025
Q1 | – | Sell |
-447
| Closed | -$217K | – | 111 |
|
|
2024
Q4 | $217K | Hold |
447
| – | – | 0.06% | 110 |
|
|
2024
Q3 | $261K | Hold |
447
| – | – | 0.06% | 104 |
|
|
2024
Q2 | $209K | Hold |
447
| – | – | 0.06% | 108 |
|
|
2024
Q1 | $203K | Hold |
447
| – | – | 0.05% | 119 |
|
|
2023
Q4 | $203K | Buy |
+447
| New | +$198K | 0.06% | 106 |
|
|
2023
Q3 | – | Sell |
-447
| Closed | -$206K | – | 108 |
|
|
2023
Q2 | $206K | Hold |
447
| – | – | 0.06% | 105 |
|
|
2023
Q1 | $211K | Buy |
447
+20
| +5% | +$9.38K | 0.07% | 102 |
|
|
2022
Q4 | $208K | Buy |
+427
| New | +$198K | 0.07% | 104 |
|
|
2021
Q1 | – | Sell |
-427
| Closed | -$152K | – | 241 |
|
|
2020
Q4 | $152K | Hold |
427
| – | – | 0.05% | 102 |
|
|
2020
Q3 | $164K | Sell |
427
-4
| -0.9% | -$1.53K | 0.06% | 96 |
|
|
2020
Q2 | $157K | Buy |
431
+4
| +0.9% | +$1.51K | 0.06% | 96 |
|
|
2020
Q1 | $145K | Buy |
427
+17
| +4% | +$6.69K | 0.07% | 97 |
|
|
2019
Q4 | $160K | Hold |
410
| – | – | 0.06% | 97 |
|
|
2019
Q3 | $160K | Hold |
410
| – | – | 0.07% | 97 |
|
|
2019
Q2 | $149K | Hold |
410
| – | – | 0.07% | 100 |
|
|
2019
Q1 | $123K | Hold |
410
| – | – | 0.06% | 107 |
|
|
2018
Q4 | $107K | Hold |
410
| – | – | 0.05% | 120 |
|
|
2018
Q3 | $142K | Hold |
410
| – | – | 0.06% | 107 |
|
|
2018
Q2 | $121K | Hold |
410
| – | – | 0.06% | 113 |
|
|
2018
Q1 | $139K | Hold |
410
| – | – | 0.07% | 104 |
|
|
2017
Q4 | $132K | Hold |
410
| – | – | 0.08% | 105 |
|
|
2017
Q3 | $127K | Hold |
410
| – | – | 0.08% | 107 |
|
|
2017
Q2 | $113K | Hold |
410
| – | – | 0.08% | 111 |
|
|
2017
Q1 | $110K | Hold |
410
| – | – | 0.08% | 103 |
|
|
2016
Q4 | $102K | Hold |
410
| – | – | 0.09% | 113 |
|
|
2016
Q3 | $98K | Hold |
410
| – | – | 0.1% | 101 |
|
|
2016
Q2 | $101K | Hold |
410
| – | – | 0.11% | 100 |
|
|
2016
Q1 | $91K | Hold |
410
| – | – | 0.08% | 117 |
|
|
2015
Q4 | $89K | Hold |
410
| – | – | 0.07% | 111 |
|
|
2015
Q3 | $84K | Hold |
410
| – | – | 0.1% | 104 |
|
|
2015
Q2 | $76K | Hold |
410
| – | – | 0.08% | 120 |
|
|
2015
Q1 | $83K | Hold |
410
| – | – | 0.08% | 106 |
|
|
2014
Q4 | $79K | Buy |
+410
| New | +$76.1K | 0.08% | 112 |
|
Other funds holding LMT
Burt Wealth Advisors's LMT Position: Q3 2025 in Review
Burt Wealth Advisors held its Lockheed Martin (LMT) position steady in Q3 2025 at 447 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #112.
Burt Wealth Advisors first reported a position in LMT in Q4 2014 and has held it in 35 quarters since. The position peaked at $261K in Q3 2024. 2,580 funds tracked by Wall St. Rank hold LMT as of Q3 2025.
- Burt Wealth Advisors held 447 shares of Lockheed Martin worth $223K as of Q3 2025.
- Burt Wealth Advisors left its Lockheed Martin share count unchanged in Q3 2025.
- Lockheed Martin made up 0.05% of Burt Wealth Advisors's portfolio in Q3 2025, its #112 holding.
- Burt Wealth Advisors first reported a position in Lockheed Martin in Q4 2014 and has held it in 35 quarters since.
- Burt Wealth Advisors's Lockheed Martin position peaked at $261K in Q3 2024.
- 2,580 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.
Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.