Harvest Investment Advisors’s Lockheed Martin LMT Stock Holding History

Harvest 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 Q4	$1.79M	Buy	+3,709	New	+$1.77M	1.02%	40
2025 Q2	$1.57M	Buy	3,389 +21	+0.6%	+$9.83K	1.01%	39
2025 Q1	$1.5M	Buy	3,368 +50	+2%	+$23K	1.09%	36
2024 Q4	$1.61M	Buy	3,318 +103	+3%	+$56.1K	1.11%	32
2024 Q3	$1.88M	Sell	3,215 -49	-2%	-$26.3K	1.28%	23
2024 Q2	$1.52M	Sell	3,264 -40	-1%	-$18.5K	1.12%	29
2024 Q1	$1.5M	Buy	3,304 +87	+3%	+$38.1K	1.12%	34
2023 Q4	$1.46M	Sell	3,217 -12	-0.4%	-$5.32K	1.17%	30
2023 Q3	$1.32M	Buy	3,229 +29	+0.9%	+$12.9K	1.18%	28
2023 Q2	$1.47M	Sell	3,200 -25	-0.8%	-$11.6K	1.26%	21
2023 Q1	$1.52M	Sell	3,225 -2	-0.1%	-$938	1.36%	19
2022 Q4	$1.57M	Buy	+3,227	New	+$1.5M	1.47%	17

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harvest Investment Advisors's LMT Position: Q4 2025 in Review

Harvest Investment Advisors opened a new position in Lockheed Martin (LMT) in Q4 2025: 3,709 shares worth $1.79M. The stake represents 1.02% of the portfolio and ranks #40 among its holdings. This is a return to the name: Harvest Investment Advisors previously reported a position in LMT as recently as Q2 2025.

Harvest Investment Advisors first reported a position in LMT in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.88M in Q3 2024. 2,720 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

Harvest Investment Advisors held 3,709 shares of Lockheed Martin worth $1.79M as of Q4 2025.
Lockheed Martin was a new Harvest Investment Advisors position in Q4 2025.
Lockheed Martin made up 1.02% of Harvest Investment Advisors's portfolio in Q4 2025, its #40 holding.
Harvest Investment Advisors first reported a position in Lockheed Martin in Q4 2022 and has held it in 12 quarters since.
Harvest Investment Advisors's Lockheed Martin position peaked at $1.88M in Q3 2024.
2,720 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on Harvest Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.