Certus Wealth Management’s Lockheed Martin LMT Stock Holding History

Certus 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	$733K	Hold	1,468	–	–	0.44%	41
2025 Q2	$680K	Hold	1,468	–	–	0.44%	39
2025 Q1	$695K	Hold	1,468	–	–	0.47%	36
2024 Q4	$658K	Sell	1,468 -163	-10%	-$88.9K	0.44%	37
2024 Q3	$953K	Hold	1,631	–	–	0.66%	31
2024 Q2	$762K	Hold	1,631	–	–	0.58%	38
2024 Q1	$753K	Sell	1,631 -12	-0.7%	-$5.26K	0.6%	35
2023 Q4	$745K	Hold	1,643	–	–	0.63%	31
2023 Q3	$672K	Sell	1,643 -50	-3%	-$22.2K	0.64%	32
2023 Q2	$779K	Buy	+1,693	New	+$786K	0.77%	34

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

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

Certus Wealth Management held its Lockheed Martin (LMT) position steady in Q3 2025 at 1,468 shares worth $733K. The position accounts for 0.44% of the portfolio, ranked #41.

Certus Wealth Management first reported a position in LMT in Q2 2023 and has held it in 10 quarters since. The position peaked at $953K in Q3 2024. 2,581 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

Certus Wealth Management held 1,468 shares of Lockheed Martin worth $733K as of Q3 2025.
Certus Wealth Management left its Lockheed Martin share count unchanged in Q3 2025.
Lockheed Martin made up 0.44% of Certus Wealth Management's portfolio in Q3 2025, its #41 holding.
Certus Wealth Management first reported a position in Lockheed Martin in Q2 2023 and has held it in 10 quarters since.
Certus Wealth Management's Lockheed Martin position peaked at $953K in Q3 2024.
2,581 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.