FSC Wealth Advisors’s Lockheed Martin LMT Stock Holding History

FSC Wealth 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 Q2	–	Sell	-149	Closed	-$66.6K	–	173
2025 Q1	$66.6K	Hold	149	–	–	0.04%	95
2024 Q4	$72.4K	Sell	149 -1	-0.7%	-$545	0.05%	96
2024 Q3	$87.7K	Hold	150	–	–	0.06%	86
2024 Q2	$70.1K	Hold	150	–	–	0.05%	97
2024 Q1	$68.2K	Hold	150	–	–	0.05%	83
2023 Q4	$68K	Hold	150	–	–	0.05%	85
2023 Q3	$61.3K	Hold	150	–	–	0.06%	65
2023 Q2	$69.1K	Hold	150	–	–	0.06%	59
2023 Q1	$70.9K	Hold	150	–	–	0.11%	48
2022 Q4	$73K	Hold	150	–	–	0.12%	37
2022 Q3	$58K	Hold	150	–	–	0.56%	34
2022 Q2	$64K	Hold	150	–	–	0.57%	41
2022 Q1	$66K	Hold	150	–	–	0.06%	55
2021 Q4	$53K	Buy	+150	New	+$51.9K	0.04%	73

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

FSC Wealth Advisors's LMT Position: Q2 2025 in Review

FSC Wealth Advisors sold out of Lockheed Martin (LMT) in Q2 2025, closing a stake of 149 shares — an estimated $66.6K sold.

FSC Wealth Advisors first reported a position in LMT in Q4 2021 and held it in 14 quarters. The position peaked at $87.7K in Q3 2024. 2,605 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

FSC Wealth Advisors reported no remaining Lockheed Martin position as of Q2 2025 after selling out during the quarter.
FSC Wealth Advisors sold 149 Lockheed Martin shares in Q2 2025, an estimated $66.6K.
FSC Wealth Advisors first reported a position in Lockheed Martin in Q4 2021 and held it in 14 quarters.
FSC Wealth Advisors's Lockheed Martin position peaked at $87.7K in Q3 2024.
2,605 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.