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Gries Financial’s Lockheed Martin LMT Stock Holding History

Gries Financial’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 		$2.02M Buy
4,043
+58
+1% +$26.3K 0.32% 72
2025
Q2 		$1.85M Buy
3,985
+128
+3% +$59.9K 0.34% 71
2025
Q1 		$1.72M Buy
3,857
+3,114
+419% +$1.43M 0.33% 72
2024
Q4 		$361K Buy
743
+50
+7% +$27.3K 0.06% 189
2024
Q3 		$405K Sell
693
-41
-6% -$22K 0.08% 176
2024
Q2 		$343K Sell
734
-90
-11% -$41.6K 0.07% 172
2024
Q1 		$375K Sell
824
-29
-3% -$12.7K 0.06% 199
2023
Q4 		$387K Sell
853
-48
-5% -$21.3K 0.09% 149
2023
Q3 		$368K Buy
901
+431
+92% +$191K 0.1% 138
2023
Q2 		$216K Sell
470
-15
-3% -$6.96K 0.06% 151
2023
Q1 		$229K Sell
485
-113
-19% -$53K 0.07% 157
2022
Q4 		$291K Hold
598
– – 0.1% 132
2022
Q3 		$231K Hold
598
– – 0.1% 134
2022
Q2 		$257K Sell
598
-23
-4% -$10.1K 0.12% 110
2022
Q1 		$274K Sell
621
-3,145
-84% -$1.27M 0.1% 134
2021
Q4 		$1.34M Sell
3,766
-3,427
-48% -$1.19M 0.55% 48
2021
Q3 		$2.48M Sell
7,193
-178
-2% -$64.4K 0.78% 32
2021
Q2 		$2.67M Sell
7,371
-52
-0.7% -$20K 0.86% 25
2021
Q1 		$2.88M Buy
+7,423
New +$2.55M 0.92% 28

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gries Financial's LMT Position: Q3 2025 in Review

Gries Financial increased its Lockheed Martin (LMT) stake by 1.5% in Q3 2025, buying an estimated $26.3K and bringing the position to 4,043 shares worth $2.02M. The position accounts for 0.32% of the portfolio, ranked #72.

Gries Financial first reported a position in LMT in Q1 2021 and has held it in 19 quarters since. The position peaked at $2.88M in Q1 2021. 2,585 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • Gries Financial held 4,043 shares of Lockheed Martin worth $2.02M as of Q3 2025.
  • Gries Financial bought 58 Lockheed Martin shares in Q3 2025, an estimated $26.3K.
  • Lockheed Martin made up 0.32% of Gries Financial's portfolio in Q3 2025, its #72 holding.
  • Gries Financial first reported a position in Lockheed Martin in Q1 2021 and has held it in 19 quarters since.
  • Gries Financial's Lockheed Martin position peaked at $2.88M in Q1 2021.
  • 2,585 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.