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Legacy Investment Solutions’s Lockheed Martin LMT Stock Holding History

Legacy Investment Solutions’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 		$13K Buy
+28
New +$13.1K 0.01% 282
2024
Q4 		$35.6K Buy
80
+5
+7% +$2.73K 0.02% 148
2024
Q3 		$41.8K Buy
+75
New +$40.3K 0.02% 131

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 Investment Solutions's LMT Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Lockheed Martin (LMT) in Q2 2025: 28 shares worth $13K. The stake represents 0.01% of the portfolio and ranks #282 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in LMT as recently as Q4 2024.

Legacy Investment Solutions first reported a position in LMT in Q3 2024 and has held it in 3 quarters since. The position peaked at $41.8K in Q3 2024. 2,605 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

  • Legacy Investment Solutions held 28 shares of Lockheed Martin worth $13K as of Q2 2025.
  • Lockheed Martin was a new Legacy Investment Solutions position in Q2 2025.
  • Lockheed Martin made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #282 holding.
  • Legacy Investment Solutions first reported a position in Lockheed Martin in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Lockheed Martin position peaked at $41.8K in Q3 2024.
  • 2,605 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.