Forefront Wealth Management’s Lockheed Martin LMT Stock Holding History

Forefront Wealth 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 Q4	$461K	Sell	952 -15	-2%	-$7.18K	0.33%	43
2025 Q3	$483K	Buy	967 +1	+0.1%	+$454	0.35%	43
2025 Q2	$448K	Buy	966 +3	+0.3%	+$1.4K	0.36%	40
2025 Q1	$430K	Buy	963 +10	+1%	+$4.6K	0.4%	38
2024 Q4	$463K	Buy	+953	New	+$519K	0.43%	35
2023 Q3	$1.8M	Buy	4,407 +17	+0.4%	+$7.54K	2.53%	16
2023 Q2	$2.02M	Sell	4,390 -10	-0.2%	-$4.64K	2.67%	15
2023 Q1	$2.08M	Buy	4,400 +10	+0.2%	+$4.69K	2.72%	15
2022 Q4	$2.14M	Buy	4,390 +15	+0.3%	+$6.97K	2.88%	15
2022 Q3	$1.69M	Sell	4,375 -3,521	-45%	-$1.47M	2.35%	18
2022 Q2	$3.38M	Buy	7,896 +49	+0.6%	+$21.5K	4.56%	6
2022 Q1	$3.46M	Buy	7,847 +6,942	+767%	+$2.81M	3.43%	11
2021 Q4	$322K	Buy	+905	New	+$313K	0.31%	39

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Forefront Wealth Management's LMT Position: Q4 2025 in Review

Forefront Wealth Management reduced its Lockheed Martin (LMT) stake by 1.6% in Q4 2025, selling an estimated $7.18K and leaving 952 shares worth $461K. The position accounts for 0.33% of the portfolio, ranked #43.

Forefront Wealth Management first reported a position in LMT in Q4 2021 and has held it in 13 quarters since. The position peaked at $3.46M in Q1 2022. 2,720 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

Forefront Wealth Management held 952 shares of Lockheed Martin worth $461K as of Q4 2025.
Forefront Wealth Management sold 15 Lockheed Martin shares in Q4 2025, an estimated $7.18K.
Lockheed Martin made up 0.33% of Forefront Wealth Management's portfolio in Q4 2025, its #43 holding.
Forefront Wealth Management first reported a position in Lockheed Martin in Q4 2021 and has held it in 13 quarters since.
Forefront Wealth Management's Lockheed Martin position peaked at $3.46M in Q1 2022.
2,720 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.