Fidato Wealth’s Lockheed Martin LMT Stock Holding History

Fidato Wealth’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 Q2	–	Sell	-518	Closed	-$231K	–	19
2025 Q1	$231K	Sell	518 -18	-3%	-$8.29K	0.18%	20
2024 Q4	$260K	Buy	+536	New	+$292K	0.2%	19

Other funds holding LMT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidato Wealth's LMT Position: Q2 2025 in Review

Fidato Wealth sold out of Lockheed Martin (LMT) in Q2 2025, closing a stake of 518 shares — an estimated $231K sold.

Fidato Wealth first reported a position in LMT in Q4 2024 and held it in 2 quarters. The position peaked at $260K in Q4 2024. 2,606 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

Fidato Wealth reported no remaining Lockheed Martin position as of Q2 2025 after selling out during the quarter.
Fidato Wealth sold 518 Lockheed Martin shares in Q2 2025, an estimated $231K.
Fidato Wealth first reported a position in Lockheed Martin in Q4 2024 and held it in 2 quarters.
Fidato Wealth's Lockheed Martin position peaked at $260K in Q4 2024.
2,606 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Fidato Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.