Glass Jacobson Investment Advisors’s Lockheed Martin LMT Stock Holding History

Glass Jacobson Investment 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	-6	Closed	-$2.92K	–	711
2025 Q1	$2.92K	Hold	6	–	–	﹤0.01%	718
2024 Q4	$2.92K	Buy	+6	New	+$3.27K	﹤0.01%	718
2024 Q3	–	Sell	-1,187	Closed	-$554K	–	779
2024 Q2	$554K	Hold	1,187	–	–	0.2%	122
2024 Q1	$540K	Sell	1,187 -65	-5%	-$28.5K	0.2%	121
2023 Q4	$567K	Sell	1,252 -60	-5%	-$26.6K	0.23%	113
2023 Q3	$537K	Sell	1,312 -40	-3%	-$17.7K	0.25%	111
2023 Q2	$622K	Buy	+1,352	New	+$628K	0.29%	106
2022 Q4	$725K	Buy	+1,490	New	+$692K	0.36%	86

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

Glass Jacobson Investment Advisors's LMT Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Lockheed Martin (LMT) in Q2 2025, closing a stake of 6 shares — an estimated $2.92K sold.

Glass Jacobson Investment Advisors first reported a position in LMT in Q4 2022 and held it in 8 quarters. The position peaked at $725K in Q4 2022. 2,605 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining Lockheed Martin position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 6 Lockheed Martin shares in Q2 2025, an estimated $2.92K.
Glass Jacobson Investment Advisors first reported a position in Lockheed Martin in Q4 2022 and held it in 8 quarters.
Glass Jacobson Investment Advisors's Lockheed Martin position peaked at $725K in Q4 2022.
2,605 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.