GGM Wealth Advisors’s Lockheed Martin LMT Stock Holding History

GGM 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 Q1	$262K	Buy	549 +4	+0.7%	+$1.84K	0.15%	111
2024 Q4	$265K	Buy	545 +3	+0.6%	+$1.64K	0.14%	114
2024 Q3	$317K	Buy	542 +7	+1%	+$3.76K	0.14%	108
2024 Q2	$250K	Buy	535 +4	+0.8%	+$1.85K	0.11%	119
2024 Q1	$238K	Buy	531 +3	+0.6%	+$1.31K	0.11%	114
2023 Q4	$227K	Buy	528 +4	+0.8%	+$1.77K	0.09%	127
2023 Q3	$214K	Buy	524 +4	+0.8%	+$1.77K	0.09%	127
2023 Q2	$243K	Buy	+520	New	+$241K	0.1%	127
2023 Q1	–	Sell	-520	Closed	-$246K	–	100
2022 Q4	$246K	Buy	520 +3	+0.6%	+$1.39K	0.13%	114
2022 Q3	$238K	Buy	517 +3	+0.6%	+$1.25K	0.13%	118
2022 Q2	$212K	Buy	514 +3	+0.6%	+$1.32K	0.12%	124
2022 Q1	$234K	Buy	+511	New	+$207K	0.12%	127

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GGM Wealth Advisors's LMT Position: Q1 2025 in Review

GGM Wealth Advisors increased its Lockheed Martin (LMT) stake by 0.73% in Q1 2025, buying an estimated $1.84K and bringing the position to 549 shares worth $262K. The position accounts for 0.15% of the portfolio, ranked #111.

GGM Wealth Advisors first reported a position in LMT in Q1 2022 and has held it in 12 quarters since. The position peaked at $317K in Q3 2024. 2,566 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

GGM Wealth Advisors held 549 shares of Lockheed Martin worth $262K as of Q1 2025.
GGM Wealth Advisors bought 4 Lockheed Martin shares in Q1 2025, an estimated $1.84K.
Lockheed Martin made up 0.15% of GGM Wealth Advisors's portfolio in Q1 2025, its #111 holding.
GGM Wealth Advisors first reported a position in Lockheed Martin in Q1 2022 and has held it in 12 quarters since.
GGM Wealth Advisors's Lockheed Martin position peaked at $317K in Q3 2024.
2,566 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.