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Heartwood Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Heartwood Wealth 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 		– Sell
-117
Closed -$58.4K – 428
2025
Q3 		$58.4K Buy
+117
New +$53.1K 0.01% 295

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Heartwood Wealth Advisors's LMT Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Lockheed Martin (LMT) in Q4 2025, closing a stake of 117 shares — an estimated $58.4K sold.

Heartwood Wealth Advisors first reported a position in LMT in Q3 2025 and held it in 1 quarter. The position peaked at $58.4K in Q3 2025. 2,727 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Lockheed Martin position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 117 Lockheed Martin shares in Q4 2025, an estimated $58.4K.
  • Heartwood Wealth Advisors first reported a position in Lockheed Martin in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Lockheed Martin position peaked at $58.4K in Q3 2025.
  • 2,727 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.