Iron Horse Wealth Management’s Lockheed Martin LMT Stock Holding History

Iron Horse Wealth Management’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	$40.3K	Hold	87	–	–	0.01%	152
2025 Q1	$38.9K	Sell	87 -49	-36%	-$22.6K	0.01%	145
2024 Q4	$66K	Buy	136 +55	+68%	+$30K	0.02%	94
2024 Q3	$47.3K	Hold	81	–	–	0.02%	116
2024 Q2	$37.8K	Hold	81	–	–	0.01%	123
2024 Q1	$36.8K	Hold	81	–	–	0.01%	101
2023 Q4	$36.7K	Buy	81 +77	+1,925%	+$34.1K	0.02%	91
2023 Q3	$1.64K	Hold	4	–	–	﹤0.01%	389
2023 Q2	$1.84K	Hold	4	–	–	﹤0.01%	242
2023 Q1	$1.89K	Sell	4 -21	-84%	-$9.85K	﹤0.01%	271
2022 Q4	$12K	Buy	25 +12	+92%	+$5.58K	0.01%	121
2022 Q3	$5K	Sell	13 -25	-66%	-$10.4K	0.01%	103
2022 Q2	$16K	Hold	38	–	–	0.01%	110
2022 Q1	$17K	Buy	38 +25	+192%	+$10.1K	0.01%	113
2021 Q4	$5K	Sell	13 -6	-32%	-$2.08K	﹤0.01%	147
2021 Q3	$7K	Hold	19	–	–	﹤0.01%	124
2021 Q2	$7K	Hold	19	–	–	﹤0.01%	132
2021 Q1	$7K	Buy	+19	New	+$6.52K	0.01%	123

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Iron Horse Wealth Management's LMT Position: Q2 2025 in Review

Iron Horse Wealth Management held its Lockheed Martin (LMT) position steady in Q2 2025 at 87 shares worth $40.3K. The position accounts for 0.01% of the portfolio, ranked #152.

Iron Horse Wealth Management first reported a position in LMT in Q1 2021 and has held it in 18 quarters since. The position peaked at $66K in Q4 2024. 2,605 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

Iron Horse Wealth Management held 87 shares of Lockheed Martin worth $40.3K as of Q2 2025.
Iron Horse Wealth Management left its Lockheed Martin share count unchanged in Q2 2025.
Lockheed Martin made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #152 holding.
Iron Horse Wealth Management first reported a position in Lockheed Martin in Q1 2021 and has held it in 18 quarters since.
Iron Horse Wealth Management's Lockheed Martin position peaked at $66K in Q4 2024.
2,605 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.