CarsonAllaria Wealth Management’s Lockheed Martin LMT Stock Holding History

CarsonAllaria 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	–	Sell	-4	Closed	-$1.85K	–	224
2025 Q2	$1.85K	Hold	4	–	–	﹤0.01%	326
2025 Q1	$1.79K	Sell	4 -12	-75%	-$5.52K	﹤0.01%	329
2024 Q4	$7.89K	Sell	16 -2	-11%	-$1.09K	﹤0.01%	263
2024 Q3	$11.1K	Hold	18	–	–	0.01%	252
2024 Q2	$8.81K	Sell	18 -153	-89%	-$70.7K	0.01%	261
2024 Q1	$78.1K	Sell	171 -38	-18%	-$16.7K	0.05%	114
2023 Q4	$95.1K	Sell	209 -5	-2%	-$2.21K	0.07%	90
2023 Q3	$87.9K	Sell	214 -427	-67%	-$189K	0.07%	93
2023 Q2	$295K	Buy	641 +2	+0.3%	+$928	0.23%	53
2023 Q1	$302K	Sell	639 -2	-0.3%	-$938	0.25%	46
2022 Q4	$312K	Buy	641 +2	+0.3%	+$929	0.27%	45
2022 Q3	$247K	Hold	639	–	–	0.23%	53
2022 Q2	$275K	Sell	639 -20	-3%	-$8.78K	0.26%	51
2022 Q1	$291K	Sell	659 -3	-0.5%	-$1.22K	0.26%	50
2021 Q4	$236K	Buy	+662	New	+$229K	0.21%	56

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

CarsonAllaria Wealth Management's LMT Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Lockheed Martin (LMT) in Q3 2025, closing a stake of 4 shares — an estimated $1.85K sold.

CarsonAllaria Wealth Management first reported a position in LMT in Q4 2021 and held it in 15 quarters. The position peaked at $312K in Q4 2022. 2,580 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Lockheed Martin position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 4 Lockheed Martin shares in Q3 2025, an estimated $1.85K.
CarsonAllaria Wealth Management first reported a position in Lockheed Martin in Q4 2021 and held it in 15 quarters.
CarsonAllaria Wealth Management's Lockheed Martin position peaked at $312K in Q4 2022.
2,580 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.