Court Place Advisors’s Lockheed Martin LMT Stock Holding History

Court Place Advisors’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	$405K	Buy	811 +2	+0.2%	+$907	0.12%	108
2025 Q2	$375K	Buy	809 +33	+4%	+$15.4K	0.12%	112
2025 Q1	$347K	Buy	776 +41	+6%	+$18.9K	0.12%	108
2024 Q4	$357K	Buy	735 +3	+0.4%	+$1.64K	0.12%	108
2024 Q3	$428K	Hold	732	–	–	0.12%	113
2024 Q2	$342K	Sell	732 -131	-15%	-$60.5K	0.11%	124
2024 Q1	$393K	Hold	863	–	–	0.13%	109
2023 Q4	$391K	Hold	863	–	–	0.13%	112
2023 Q3	$353K	Hold	863	–	–	0.13%	115
2023 Q2	$397K	Hold	863	–	–	0.14%	109
2023 Q1	$408K	Hold	863	–	–	0.15%	112
2022 Q4	$420K	Hold	863	–	–	0.15%	111
2022 Q3	$333K	Hold	863	–	–	0.13%	120
2022 Q2	$371K	Buy	863 +75	+10%	+$32.9K	0.14%	117
2022 Q1	$348K	Hold	788	–	–	0.11%	135
2021 Q4	$280K	Hold	788	–	–	0.08%	161
2021 Q3	$272K	Buy	788 +150	+24%	+$54.3K	0.08%	155
2021 Q2	$241K	Hold	638	–	–	0.07%	169
2021 Q1	$236K	Buy	638 +75	+13%	+$25.7K	0.07%	167
2020 Q4	$200K	Hold	563	–	–	0.07%	170
2020 Q3	$216K	Hold	563	–	–	0.08%	154
2020 Q2	$205K	Buy	+563	New	+$213K	0.08%	157
2020 Q1	–	Sell	-573	Closed	-$223K	–	167
2019 Q4	$223K	Hold	573	–	–	0.08%	168
2019 Q3	$224K	Hold	573	–	–	0.09%	163
2019 Q2	$208K	Buy	+573	New	+$192K	0.08%	169

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

Court Place Advisors's LMT Position: Q3 2025 in Review

Court Place Advisors increased its Lockheed Martin (LMT) stake by 0.25% in Q3 2025, buying an estimated $907 and bringing the position to 811 shares worth $405K. The position accounts for 0.12% of the portfolio, ranked #108.

Court Place Advisors first reported a position in LMT in Q2 2019 and has held it in 25 quarters since. The position peaked at $428K in Q3 2024. 2,581 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

Court Place Advisors held 811 shares of Lockheed Martin worth $405K as of Q3 2025.
Court Place Advisors bought 2 Lockheed Martin shares in Q3 2025, an estimated $907.
Lockheed Martin made up 0.12% of Court Place Advisors's portfolio in Q3 2025, its #108 holding.
Court Place Advisors first reported a position in Lockheed Martin in Q2 2019 and has held it in 25 quarters since.
Court Place Advisors's Lockheed Martin position peaked at $428K in Q3 2024.
2,581 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.