Horan Securities’s Lockheed Martin LMT Stock Holding History

Horan 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 Q2	$1.18M	Buy	2,558 +88	+4%	+$41.2K	0.42%	22
2025 Q1	$1.1M	Sell	2,470 -20	-0.8%	-$9.21K	0.42%	20
2024 Q4	$1.21M	Hold	2,490	–	–	0.46%	14
2024 Q3	$1.46M	Hold	2,490	–	–	0.56%	10
2024 Q2	$1.16M	Buy	+2,490	New	+$1.15M	0.5%	11
2023 Q3	–	Sell	-124	Closed	-$57.1K	–	411
2023 Q2	$57.1K	Hold	124	–	–	0.02%	223
2023 Q1	$58.6K	Sell	124 -4	-3%	-$1.88K	0.03%	197
2022 Q4	$62.3K	Buy	128 +4	+3%	+$1.86K	0.04%	185
2022 Q3	$48K	Buy	124 +6	+5%	+$2.5K	0.03%	186
2022 Q2	$46K	Hold	118	–	–	0.03%	177
2022 Q1	$52K	Hold	118	–	–	0.03%	169
2021 Q4	$42K	Buy	+118	New	+$40.8K	0.03%	189
2021 Q2	$45K	Sell	118 -11	-9%	-$4.23K	0.03%	172
2021 Q1	$48K	Sell	129 -50	-28%	-$17.2K	0.04%	144
2020 Q4	$64K	Buy	179 +57	+47%	+$21K	0.05%	106
2020 Q3	$47K	Buy	122 +14	+13%	+$5.34K	0.05%	106
2020 Q2	$39K	Hold	108	–	–	0.04%	87
2020 Q1	$37K	Buy	+108	New	+$42.5K	0.05%	79
2019 Q4	–	Sell	-126	Closed	-$49K	–	145
2019 Q3	$49K	Hold	126	–	–	0.05%	70
2019 Q2	$46K	Hold	126	–	–	0.05%	71
2019 Q1	$38K	Hold	126	–	–	0.04%	79
2018 Q4	$35K	Buy	126 +108	+600%	+$32.8K	0.04%	83
2018 Q3	$6K	Hold	18	–	–	0.01%	152
2018 Q2	$6K	Hold	18	–	–	0.01%	154
2018 Q1	$6K	Hold	18	–	–	0.01%	144
2017 Q4	$6K	Hold	18	–	–	0.01%	142
2017 Q3	$6K	Hold	18	–	–	0.01%	130
2017 Q2	$5K	Hold	18	–	–	0.01%	135
2017 Q1	$5K	Buy	+18	New	+$4.71K	0.01%	134

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Horan Securities's LMT Position: Q2 2025 in Review

Horan Securities increased its Lockheed Martin (LMT) stake by 3.6% in Q2 2025, buying an estimated $41.2K and bringing the position to 2,558 shares worth $1.18M. The position accounts for 0.42% of the portfolio, ranked #22.

Horan Securities first reported a position in LMT in Q1 2017 and has held it in 29 quarters since. The position peaked at $1.46M in Q3 2024. 2,609 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

Horan Securities held 2,558 shares of Lockheed Martin worth $1.18M as of Q2 2025.
Horan Securities bought 88 Lockheed Martin shares in Q2 2025, an estimated $41.2K.
Lockheed Martin made up 0.42% of Horan Securities's portfolio in Q2 2025, its #22 holding.
Horan Securities first reported a position in Lockheed Martin in Q1 2017 and has held it in 29 quarters since.
Horan Securities's Lockheed Martin position peaked at $1.46M in Q3 2024.
2,609 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Horan Securities's 13F filing for Q2 2025, filed 6 Aug 2025.