JWS
LMT icon

Juncture Wealth Strategies’s Lockheed Martin LMT Stock Holding History

Juncture Wealth Strategies’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
Q3 		– Sell
-1,034
Closed -$479K – 139
2025
Q2 		$479K Buy
+1,034
New +$484K 0.17% 73
2024
Q1 		– Sell
-1,027
Closed -$465K – 121
2023
Q4 		$465K Buy
+1,027
New +$455K 0.21% 76

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Juncture Wealth Strategies's LMT Position: Q3 2025 in Review

Juncture Wealth Strategies sold out of Lockheed Martin (LMT) in Q3 2025, closing a stake of 1,034 shares — an estimated $479K sold.

Juncture Wealth Strategies first reported a position in LMT in Q4 2023 and held it in 2 quarters. The position peaked at $479K in Q2 2025. 2,580 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • Juncture Wealth Strategies reported no remaining Lockheed Martin position as of Q3 2025 after selling out during the quarter.
  • Juncture Wealth Strategies sold 1,034 Lockheed Martin shares in Q3 2025, an estimated $479K.
  • Juncture Wealth Strategies first reported a position in Lockheed Martin in Q4 2023 and held it in 2 quarters.
  • Juncture Wealth Strategies's Lockheed Martin position peaked at $479K in Q2 2025.
  • 2,580 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Juncture Wealth Strategies's 13F filing for Q3 2025, filed 14 Oct 2025.