EE
LMT icon

EWG Elevate’s Lockheed Martin LMT Stock Holding History

EWG Elevate’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 		$528K Buy
1,058
+1
+0.1% +$454 0.17% 79
2025
Q2 		$490K Buy
1,057
+12
+1% +$5.62K 0.15% 93
2025
Q1 		$467K Buy
+1,045
New +$481K 0.17% 77
2023
Q1 		– Sell
-93
Closed -$45.4K – 452
2022
Q4 		$45.4K Buy
+93
New +$43.2K 0.02% 191

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EWG Elevate's LMT Position: Q3 2025 in Review

EWG Elevate increased its Lockheed Martin (LMT) stake by 0.09% in Q3 2025, buying an estimated $454 and bringing the position to 1,058 shares worth $528K. The position accounts for 0.17% of the portfolio, ranked #79.

EWG Elevate first reported a position in LMT in Q4 2022 and has held it in 4 quarters since. 2,581 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • EWG Elevate held 1,058 shares of Lockheed Martin worth $528K as of Q3 2025.
  • EWG Elevate bought 1 Lockheed Martin share in Q3 2025, an estimated $454.
  • Lockheed Martin made up 0.17% of EWG Elevate's portfolio in Q3 2025, its #79 holding.
  • EWG Elevate first reported a position in Lockheed Martin in Q4 2022 and has held it in 4 quarters since.
  • 2,581 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.