Gitterman Wealth Management’s Lockheed Martin LMT Stock Holding History

Gitterman 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 Q3	$221K	Hold	442	–	–	0.05%	120
2025 Q2	$205K	Buy	+442	New	+$207K	0.05%	141
2025 Q1	–	Sell	-443	Closed	-$215K	–	149
2024 Q4	$215K	Buy	443 +1	+0.2%	+$545	0.09%	107
2024 Q3	$258K	Hold	442	–	–	0.11%	81
2024 Q2	$206K	Hold	442	–	–	0.08%	99
2024 Q1	$201K	Hold	442	–	–	0.08%	95
2023 Q4	$200K	Buy	+442	New	+$196K	0.09%	82
2023 Q3	–	Sell	-442	Closed	-$203K	–	96
2023 Q2	$203K	Hold	442	–	–	0.09%	73
2023 Q1	$209K	Hold	442	–	–	0.1%	72
2022 Q4	$215K	Buy	+442	New	+$205K	0.11%	64

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

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

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

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

Gitterman Wealth Management's LMT Position: Q3 2025 in Review

Gitterman Wealth Management held its Lockheed Martin (LMT) position steady in Q3 2025 at 442 shares worth $221K. The position accounts for 0.05% of the portfolio, ranked #120.

Gitterman Wealth Management first reported a position in LMT in Q4 2022 and has held it in 10 quarters since. The position peaked at $258K in Q3 2024. 2,580 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

Gitterman Wealth Management held 442 shares of Lockheed Martin worth $221K as of Q3 2025.
Gitterman Wealth Management left its Lockheed Martin share count unchanged in Q3 2025.
Lockheed Martin made up 0.05% of Gitterman Wealth Management's portfolio in Q3 2025, its #120 holding.
Gitterman Wealth Management first reported a position in Lockheed Martin in Q4 2022 and has held it in 10 quarters since.
Gitterman Wealth Management's Lockheed Martin position peaked at $258K in Q3 2024.
2,580 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.