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GWN Securities’s Lockheed Martin LMT Stock Holding History

GWN Securities’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 		– Sell
-13,408
Closed -$6.33M – 413
2025
Q2 		$6.33M Buy
13,408
+3,472
+35% +$1.63M 1.17% 18
2025
Q1 		$4.47M Buy
9,936
+7,062
+246% +$3.25M 0.25% 96
2024
Q4 		$1.43M Buy
+2,874
New +$1.57M 0.38% 62

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GWN Securities's LMT Position: Q3 2025 in Review

GWN Securities sold out of Lockheed Martin (LMT) in Q3 2025, closing a stake of 13,408 shares — an estimated $6.33M sold.

GWN Securities first reported a position in LMT in Q4 2024 and held it in 3 quarters. The position peaked at $6.33M in Q2 2025. 2,580 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • GWN Securities reported no remaining Lockheed Martin position as of Q3 2025 after selling out during the quarter.
  • GWN Securities sold 13,408 Lockheed Martin shares in Q3 2025, an estimated $6.33M.
  • GWN Securities first reported a position in Lockheed Martin in Q4 2024 and held it in 3 quarters.
  • GWN Securities's Lockheed Martin position peaked at $6.33M in Q2 2025.
  • 2,580 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on GWN Securities's 13F filing for Q3 2025, filed 27 Oct 2025.