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Legacy Advisors’s Lockheed Martin LMT Stock Holding History

Legacy Advisors’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
-974
Closed -$435K – 235
2025
Q1 		$435K Buy
974
+104
+12% +$47.9K 0.04% 283
2024
Q4 		$423K Sell
870
-47
-5% -$25.6K 0.04% 271
2024
Q3 		$536K Buy
917
+227
+33% +$122K 0.06% 235
2024
Q2 		$322K Buy
690
+53
+8% +$24.5K 0.04% 241
2024
Q1 		$292K Buy
637
+58
+10% +$25.4K 0.04% 252
2023
Q4 		$262K Buy
+579
New +$257K 0.03% 263
2019
Q3 		– Sell
-98
Closed -$36K – 230
2019
Q2 		$36K Sell
98
-75
-43% -$25.1K 0.02% 225
2019
Q1 		$52K Buy
+173
New +$50.7K 0.02% 210
2018
Q4 		– Sell
-98
Closed -$34K – 265
2018
Q3 		$34K Hold
98
– – 0.02% 264
2018
Q2 		$29K Hold
98
– – 0.02% 228
2018
Q1 		$34K Buy
98
+8
+9% +$2.72K 0.03% 180
2017
Q4 		$28K Hold
90
– – 0.03% 159
2017
Q3 		$27K Hold
90
– – 0.03% 144
2017
Q2 		$24K Hold
90
– – 0.03% 128
2017
Q1 		$24K Hold
90
– – 0.03% 122
2016
Q4 		$22K Buy
+90
New +$22.5K 0.03% 142

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

Legacy Advisors's LMT Position: Q2 2025 in Review

Legacy Advisors sold out of Lockheed Martin (LMT) in Q2 2025, closing a stake of 974 shares — an estimated $435K sold.

Legacy Advisors first reported a position in LMT in Q4 2016 and held it in 16 quarters. The position peaked at $536K in Q3 2024. 2,605 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

  • Legacy Advisors reported no remaining Lockheed Martin position as of Q2 2025 after selling out during the quarter.
  • Legacy Advisors sold 974 Lockheed Martin shares in Q2 2025, an estimated $435K.
  • Legacy Advisors first reported a position in Lockheed Martin in Q4 2016 and held it in 16 quarters.
  • Legacy Advisors's Lockheed Martin position peaked at $536K in Q3 2024.
  • 2,605 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.