LFA
LMT icon

Legend Financial Advisors’s Lockheed Martin LMT Stock Holding History

Legend Financial 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
Q3 		– Sell
-10
Closed -$4.63K – 103
2025
Q2 		$4.63K Buy
+10
New +$4.68K ﹤0.01% 142
2025
Q1 		– Sell
-10
Closed -$4.86K – 152
2024
Q4 		$4.86K Hold
10
– – ﹤0.01% 158
2024
Q3 		$5.85K Sell
10
-35
-78% -$18.8K ﹤0.01% 121
2024
Q2 		$21K Sell
45
-2
-4% -$924 0.01% 96
2024
Q1 		$21.4K Buy
47
+8
+21% +$3.51K 0.02% 90
2023
Q4 		$17.7K Buy
39
+4
+11% +$1.77K 0.01% 92
2023
Q3 		$14.3K Sell
35
-18
-34% -$7.99K 0.01% 110
2023
Q2 		$24.4K Buy
53
+6
+13% +$2.79K 0.02% 90
2023
Q1 		$22.2K Sell
47
-6
-11% -$2.81K 0.02% 98
2022
Q4 		$25.8K Buy
53
+18
+51% +$8.36K 0.02% 97
2022
Q3 		$13.5K Buy
+35
New +$14.6K 0.01% 121

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

Legend Financial Advisors's LMT Position: Q3 2025 in Review

Legend Financial Advisors sold out of Lockheed Martin (LMT) in Q3 2025, closing a stake of 10 shares — an estimated $4.63K sold.

Legend Financial Advisors first reported a position in LMT in Q3 2022 and held it in 11 quarters. The position peaked at $25.8K in Q4 2022. 2,580 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • Legend Financial Advisors reported no remaining Lockheed Martin position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 10 Lockheed Martin shares in Q3 2025, an estimated $4.63K.
  • Legend Financial Advisors first reported a position in Lockheed Martin in Q3 2022 and held it in 11 quarters.
  • Legend Financial Advisors's Lockheed Martin position peaked at $25.8K in Q4 2022.
  • 2,580 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.