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Cherry Tree Wealth Management’s Lockheed Martin LMT Stock Holding History

Cherry Tree 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
Q4 		– Sell
-7
Closed -$3.5K – 620
2025
Q3 		$3.5K Hold
7
– – ﹤0.01% 491
2025
Q2 		$3.24K Hold
7
– – ﹤0.01% 508
2025
Q1 		$3.13K Hold
7
– – ﹤0.01% 586
2024
Q4 		$3.4K Hold
7
– – ﹤0.01% 506
2024
Q3 		$4.09K Hold
7
– – ﹤0.01% 492
2024
Q2 		$3.27K Hold
7
– – ﹤0.01% 486
2024
Q1 		$3.19K Hold
7
– – ﹤0.01% 474
2023
Q4 		$3.17K Hold
7
– – ﹤0.01% 465
2023
Q3 		$2.86K Hold
7
– – ﹤0.01% 459
2023
Q2 		$3.22K Buy
+7
New +$3.25K ﹤0.01% 455

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cherry Tree Wealth Management's LMT Position: Q4 2025 in Review

Cherry Tree Wealth Management sold out of Lockheed Martin (LMT) in Q4 2025, closing a stake of 7 shares — an estimated $3.5K sold.

Cherry Tree Wealth Management first reported a position in LMT in Q2 2023 and held it in 10 quarters. The position peaked at $4.09K in Q3 2024. 2,727 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

  • Cherry Tree Wealth Management reported no remaining Lockheed Martin position as of Q4 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 7 Lockheed Martin shares in Q4 2025, an estimated $3.5K.
  • Cherry Tree Wealth Management first reported a position in Lockheed Martin in Q2 2023 and held it in 10 quarters.
  • Cherry Tree Wealth Management's Lockheed Martin position peaked at $4.09K in Q3 2024.
  • 2,727 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.