Creekmur Asset Management’s Lockheed Martin LMT Stock Holding History

Creekmur Asset 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	$102K	Sell	204 -85	-29%	-$38.6K	0.02%	267
2025 Q2	$134K	Hold	289	–	–	0.02%	253
2025 Q1	$129K	Sell	289 -7	-2%	-$3.22K	0.03%	230
2024 Q4	$144K	Sell	296 -636	-68%	-$347K	0.03%	136
2024 Q3	$545K	Sell	932 -99	-10%	-$53.2K	0.13%	69
2024 Q2	$482K	Sell	1,031 -584	-36%	-$270K	0.12%	75
2024 Q1	$735K	Sell	1,615 -203	-11%	-$89K	0.25%	48
2023 Q4	$824K	Buy	+1,818	New	+$805K	0.26%	50

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

Creekmur Asset Management's LMT Position: Q3 2025 in Review

Creekmur Asset Management reduced its Lockheed Martin (LMT) stake by 29% in Q3 2025, selling an estimated $38.6K and leaving 204 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #267.

Creekmur Asset Management first reported a position in LMT in Q4 2023 and has held it in 8 quarters since. The position peaked at $824K in Q4 2023. 2,580 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

Creekmur Asset Management held 204 shares of Lockheed Martin worth $102K as of Q3 2025.
Creekmur Asset Management sold 85 Lockheed Martin shares in Q3 2025, an estimated $38.6K.
Lockheed Martin made up 0.02% of Creekmur Asset Management's portfolio in Q3 2025, its #267 holding.
Creekmur Asset Management first reported a position in Lockheed Martin in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's Lockheed Martin position peaked at $824K in Q4 2023.
2,580 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.