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Financial Advocates Investment Management’s Lockheed Martin LMT Stock Holding History

Financial Advocates Investment Management’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
-1,127
Closed -$522K – 357
2025
Q2 		$522K Sell
1,127
-1,093
-49% -$512K 0.04% 351
2025
Q1 		$992K Sell
2,220
-135
-6% -$62.1K 0.07% 279
2024
Q4 		$1.14M Sell
2,355
-588
-20% -$321K 0.07% 276
2024
Q3 		$1.72M Buy
2,943
+186
+7% +$99.9K 0.1% 202
2024
Q2 		$1.29M Sell
2,757
-655
-19% -$303K 0.08% 233
2024
Q1 		$1.55M Buy
3,412
+90
+3% +$39.4K 0.09% 219
2023
Q4 		$1.51M Buy
3,322
+162
+5% +$71.8K 0.1% 210
2023
Q3 		$1.29M Hold
3,160
– – 0.09% 225
2023
Q2 		$1.45M Buy
3,160
+40
+1% +$18.6K 0.1% 203
2023
Q1 		$1.48M Buy
3,120
+111
+4% +$52.1K 0.11% 219
2022
Q4 		$1.46M Buy
3,009
+617
+26% +$287K 0.11% 213
2022
Q3 		$684K Sell
2,392
-147
-6% -$61.4K 0.06% 333
2022
Q2 		$1.09M Buy
2,539
+1,190
+88% +$523K 0.09% 250
2022
Q1 		$596K Buy
1,349
+182
+16% +$73.8K 0.04% 406
2021
Q4 		$414K Sell
1,167
-101
-8% -$34.9K 0.03% 537
2021
Q3 		$438K Sell
1,268
-2,130
-63% -$771K 0.03% 503
2021
Q2 		$1.29M Sell
3,398
-950
-22% -$365K 0.09% 273
2021
Q1 		$1.61M Sell
4,348
-235
-5% -$80.6K 0.11% 216
2020
Q4 		$1.63M Buy
4,583
+3
+0.1% +$1.1K 0.11% 211
2020
Q3 		$1.76M Buy
4,580
+86
+2% +$32.8K 0.15% 146
2020
Q2 		$1.64M Sell
4,494
-28
-0.6% -$10.6K 0.16% 162
2020
Q1 		$1.53M Buy
4,522
+297
+7% +$117K 0.22% 126
2019
Q4 		$1.65M Buy
4,225
+373
+10% +$143K 0.18% 142
2019
Q3 		$1.5M Sell
3,852
-58
-1% -$21.8K 0.17% 135
2019
Q2 		$1.42M Sell
3,910
-79
-2% -$26.4K 0.16% 145
2019
Q1 		$1.2M Sell
3,989
-385
-9% -$113K 0.15% 160
2018
Q4 		$1.15M Sell
4,374
-4,416
-50% -$1.34M 0.16% 150
2018
Q3 		$3.04M Buy
8,790
+374
+4% +$121K 0.34% 74
2018
Q2 		$2.52M Buy
8,416
+45
+0.5% +$14.5K 0.31% 86
2018
Q1 		$2.83M Buy
8,371
+3,179
+61% +$1.08M 0.37% 67
2017
Q4 		$1.67M Buy
+5,192
New +$1.64M 0.23% 98

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.88T AUM 44.46% 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 $846B AUM 46.74% 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

Financial Advocates Investment Management's LMT Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Lockheed Martin (LMT) in Q3 2025, closing a stake of 1,127 shares — an estimated $522K sold.

Financial Advocates Investment Management first reported a position in LMT in Q4 2017 and held it in 31 quarters. The position peaked at $3.04M in Q3 2018. 2,583 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Lockheed Martin position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,127 Lockheed Martin shares in Q3 2025, an estimated $522K.
  • Financial Advocates Investment Management first reported a position in Lockheed Martin in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's Lockheed Martin position peaked at $3.04M in Q3 2018.
  • 2,583 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.