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JDM Financial Group’s Lockheed Martin LMT Stock Holding History

JDM Financial Group’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
-7
Closed -$3.49K – 275
2025
Q3 		$3.49K Hold
7
– – ﹤0.01% 255
2025
Q2 		$3.24K Hold
7
– – ﹤0.01% 238
2025
Q1 		$3.13K Hold
7
– – ﹤0.01% 232
2024
Q4 		$3.4K Sell
7
-2
-22% -$1.09K ﹤0.01% 236
2024
Q3 		$5.26K Buy
9
+2
+29% +$1.07K ﹤0.01% 214
2024
Q2 		$3.27K Hold
7
– – ﹤0.01% 208
2024
Q1 		$3.18K Hold
7
– – ﹤0.01% 199
2023
Q4 		$3.17K Hold
7
– – ﹤0.01% 193
2023
Q3 		$2.86K Hold
7
– – ﹤0.01% 194
2023
Q2 		$3.22K Hold
7
– – ﹤0.01% 193
2023
Q1 		$3.31K Hold
7
– – ﹤0.01% 202
2022
Q4 		$3.4K Buy
+7
New +$3.25K ﹤0.01% 193

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JDM Financial Group's LMT Position: Q4 2025 in Review

JDM Financial Group sold out of Lockheed Martin (LMT) in Q4 2025, closing a stake of 7 shares — an estimated $3.49K sold.

JDM Financial Group first reported a position in LMT in Q4 2022 and held it in 12 quarters. The position peaked at $5.26K in Q3 2024. 2,720 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

  • JDM Financial Group reported no remaining Lockheed Martin position as of Q4 2025 after selling out during the quarter.
  • JDM Financial Group sold 7 Lockheed Martin shares in Q4 2025, an estimated $3.49K.
  • JDM Financial Group first reported a position in Lockheed Martin in Q4 2022 and held it in 12 quarters.
  • JDM Financial Group's Lockheed Martin position peaked at $5.26K in Q3 2024.
  • 2,720 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on JDM Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.