J. Goldman & Co’s Lockheed Martin LMT Stock Holding History

J. Goldman & Co’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	-17,500	Closed	-$8.74M	–	656
2025 Q3	$8.74M	Buy	+17,500	New	+$7.94M	0.22%	134

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

J. Goldman & Co's LMT Position: Q4 2025 in Review

J. Goldman & Co sold out of Lockheed Martin (LMT) in Q4 2025, closing a stake of 36,475 shares — an estimated $18.2M sold.

J. Goldman & Co first reported a position in LMT in Q4 2018 and held it in 4 quarters. The position peaked at $18.2M in Q3 2025. 2,722 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

J. Goldman & Co reported no remaining Lockheed Martin position as of Q4 2025 after selling out during the quarter.
J. Goldman & Co sold 36,475 Lockheed Martin shares in Q4 2025, an estimated $18.2M.
J. Goldman & Co first reported a position in Lockheed Martin in Q4 2018 and held it in 4 quarters.
J. Goldman & Co's Lockheed Martin position peaked at $18.2M in Q3 2025.
2,722 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on J. Goldman & Co's 13F filing for Q4 2025, filed 17 Feb 2026.