Envestnet Portfolio Solutions
LMT icon

Envestnet Portfolio Solutions’s Lockheed Martin LMT Stock Holding History

Envestnet Portfolio Solutions’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
2026
Q1 		$3.54M Sell
5,855
-4,956
-46% -$3.05M 0.02% 342
2025
Q4 		$5.23M Sell
10,811
-364
-3% -$174K 0.02% 354
2025
Q3 		$5.58M Sell
11,175
-552
-5% -$250K 0.02% 332
2025
Q2 		$5.43M Sell
11,727
-9,998
-46% -$4.68M 0.02% 344
2025
Q1 		$9.7M Sell
21,725
-6,374
-23% -$2.93M 0.04% 234
2024
Q4 		$13.7M Sell
28,099
-3,441
-11% -$1.88M 0.04% 200
2024
Q3 		$18.4M Sell
31,540
-536
-2% -$288K 0.06% 153
2024
Q2 		$15M Buy
32,076
+2,282
+8% +$1.05M 0.05% 181
2024
Q1 		$13.6M Buy
29,794
+1,966
+7% +$862K 0.05% 186
2023
Q4 		$12.6M Buy
27,828
+1,638
+6% +$726K 0.05% 182
2023
Q3 		$10.7M Buy
+26,190
New +$11.6M 0.05% 178

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return