FFA
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Fairfield Financial Advisors’s Lockheed Martin LMT Stock Holding History

Fairfield Financial Advisors’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 		– Sell
-471
Closed -$218K – 73
2025
Q2 		$218K Buy
+471
New +$220K 0.08% 69
2025
Q1 		– Sell
-559
Closed -$272K – 138
2024
Q4 		$272K Buy
559
+2
+0.4% +$1.09K 0.1% 57
2024
Q3 		$325K Buy
557
+2
+0.4% +$1.07K 0.11% 56
2024
Q2 		$259K Buy
+555
New +$256K 0.08% 60
2023
Q4 		$359K Buy
791
+15
+2% +$6.65K 0.14% 57
2023
Q3 		$317K Buy
776
+34
+5% +$15.1K 0.13% 51
2023
Q2 		$342K Buy
742
+70
+10% +$32.5K 0.14% 53
2023
Q1 		$318K Buy
672
+282
+72% +$132K 0.14% 56
2022
Q4 		$190K Sell
390
-29
-7% -$13.5K 0.09% 66
2022
Q3 		$162K Buy
419
+27
+7% +$11.3K 0.08% 68
2022
Q2 		$169K Buy
392
+61
+18% +$26.8K 0.08% 66
2022
Q1 		$146K Buy
+331
New +$134K 0.05% 71

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

Fairfield Financial Advisors's LMT Position: Q3 2025 in Review

Fairfield Financial Advisors sold out of Lockheed Martin (LMT) in Q3 2025, closing a stake of 471 shares — an estimated $218K sold.

Fairfield Financial Advisors first reported a position in LMT in Q1 2022 and held it in 12 quarters. The position peaked at $359K in Q4 2023. 2,580 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • Fairfield Financial Advisors reported no remaining Lockheed Martin position as of Q3 2025 after selling out during the quarter.
  • Fairfield Financial Advisors sold 471 Lockheed Martin shares in Q3 2025, an estimated $218K.
  • Fairfield Financial Advisors first reported a position in Lockheed Martin in Q1 2022 and held it in 12 quarters.
  • Fairfield Financial Advisors's Lockheed Martin position peaked at $359K in Q4 2023.
  • 2,580 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Fairfield Financial Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.