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Econ Financial Services’s Lockheed Martin LMT Stock Holding History

Econ Financial Services’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
-5,048
Closed -$2.52M – 90
2025
Q3 		$2.52M Buy
+5,048
New +$2.29M 1.26% 28
2022
Q1 		– Sell
-3
Closed -$1K – 179
2021
Q4 		$1K Buy
+3
New +$1.04K ﹤0.01% 181

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Econ Financial Services's LMT Position: Q4 2025 in Review

Econ Financial Services sold out of Lockheed Martin (LMT) in Q4 2025, closing a stake of 5,048 shares — an estimated $2.52M sold.

Econ Financial Services first reported a position in LMT in Q4 2021 and held it in 2 quarters. The position peaked at $2.52M in Q3 2025. 2,722 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

  • Econ Financial Services reported no remaining Lockheed Martin position as of Q4 2025 after selling out during the quarter.
  • Econ Financial Services sold 5,048 Lockheed Martin shares in Q4 2025, an estimated $2.52M.
  • Econ Financial Services first reported a position in Lockheed Martin in Q4 2021 and held it in 2 quarters.
  • Econ Financial Services's Lockheed Martin position peaked at $2.52M in Q3 2025.
  • 2,722 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on Econ Financial Services's 13F filing for Q4 2025, filed 15 Jan 2026.