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Harold Davidson & Associates’s Lockheed Martin LMT Stock Holding History

Harold Davidson & Associates’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
-1,866
Closed -$864K – 68
2025
Q2 		$864K Sell
1,866
-512
-22% -$240K 0.56% 40
2025
Q1 		$1.06M Sell
2,378
-890
-27% -$410K 0.58% 38
2024
Q4 		$1.59M Buy
+3,268
New +$1.78M 0.76% 35

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

Harold Davidson & Associates's LMT Position: Q3 2025 in Review

Harold Davidson & Associates sold out of Lockheed Martin (LMT) in Q3 2025, closing a stake of 1,866 shares — an estimated $864K sold.

Harold Davidson & Associates first reported a position in LMT in Q4 2024 and held it in 3 quarters. The position peaked at $1.59M in Q4 2024. 2,580 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • Harold Davidson & Associates reported no remaining Lockheed Martin position as of Q3 2025 after selling out during the quarter.
  • Harold Davidson & Associates sold 1,866 Lockheed Martin shares in Q3 2025, an estimated $864K.
  • Harold Davidson & Associates first reported a position in Lockheed Martin in Q4 2024 and held it in 3 quarters.
  • Harold Davidson & Associates's Lockheed Martin position peaked at $1.59M in Q4 2024.
  • 2,580 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Harold Davidson & Associates's 13F filing for Q3 2025, filed 7 Nov 2025.