Ethic Inc’s Lockheed Martin LMT Stock Holding History

Ethic Inc’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	$4.55M	Buy	7,528 +1,312	+21%	+$808K	0.07%	285
2025 Q4	$3.01M	Buy	6,216 +68	+1%	+$32.5K	0.05%	370
2025 Q3	$3.07M	Buy	6,148 +40	+0.7%	+$18.1K	0.05%	361
2025 Q2	$2.8M	Buy	6,108 +696	+13%	+$326K	0.05%	352
2025 Q1	$2.43M	Buy	5,412 +487	+10%	+$224K	0.05%	371
2024 Q4	$2.39M	Buy	4,925 +1,272	+35%	+$693K	0.05%	375
2024 Q3	$1.66M	Sell	3,653 -494	-12%	-$265K	0.04%	434
2024 Q2	$1.94M	Buy	4,147 +494	+14%	+$228K	0.05%	399
2024 Q1	$1.66M	Sell	3,653 -271	-7%	-$119K	0.04%	435
2023 Q4	$1.78M	Buy	3,924 +605	+18%	+$268K	0.05%	382
2023 Q3	$1.36M	Buy	3,319 +570	+21%	+$253K	0.05%	397
2023 Q2	$1.27M	Buy	2,749 +158	+6%	+$73.3K	0.05%	394
2023 Q1	$1.22M	Buy	2,591 +371	+17%	+$174K	0.05%	390
2022 Q4	$1.08M	Sell	2,220 -554	-20%	-$257K	0.06%	359
2022 Q3	$1.07M	Buy	2,774 +183	+7%	+$76.4K	0.07%	308
2022 Q2	$1.11M	Buy	2,591 +1,247	+93%	+$548K	0.08%	298
2022 Q1	$593K	Buy	+1,344	New	+$545K	0.04%	420

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return