Koss-Olinger Consulting’s Lockheed Martin LMT Stock Holding History

Koss-Olinger Consulting’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	–	Sell	-571	Closed	-$255K	–	324
2025 Q1	$255K	Buy	+571	New	+$263K	0.02%	269
2024 Q1	–	Sell	-468	Closed	-$212K	–	195
2023 Q4	$212K	Buy	+468	New	+$207K	0.02%	290
2023 Q3	–	Sell	-483	Closed	-$222K	–	291
2023 Q2	$222K	Hold	483	–	–	0.03%	240
2023 Q1	$228K	Sell	483 -29	-6%	-$13.6K	0.03%	216
2022 Q4	$249K	Sell	512 -729	-59%	-$339K	0.04%	177
2022 Q3	$479K	Sell	1,241 -57	-4%	-$23.8K	0.08%	103
2022 Q2	$558K	Buy	1,298 +30	+2%	+$13.2K	0.1%	76
2022 Q1	$560K	Sell	1,268 -377	-23%	-$153K	0.09%	94
2021 Q4	$585K	Buy	1,645 +480	+41%	+$166K	0.09%	94
2021 Q3	$402K	Buy	+1,165	New	+$422K	0.07%	140

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

Koss-Olinger Consulting's LMT Position: Q2 2025 in Review

Koss-Olinger Consulting sold out of Lockheed Martin (LMT) in Q2 2025, closing a stake of 571 shares — an estimated $255K sold.

Koss-Olinger Consulting first reported a position in LMT in Q3 2021 and held it in 10 quarters. The position peaked at $585K in Q4 2021. 2,605 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

Koss-Olinger Consulting reported no remaining Lockheed Martin position as of Q2 2025 after selling out during the quarter.
Koss-Olinger Consulting sold 571 Lockheed Martin shares in Q2 2025, an estimated $255K.
Koss-Olinger Consulting first reported a position in Lockheed Martin in Q3 2021 and held it in 10 quarters.
Koss-Olinger Consulting's Lockheed Martin position peaked at $585K in Q4 2021.
2,605 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Koss-Olinger Consulting's 13F filing for Q2 2025, filed 1 Aug 2025.