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Lindenwold Advisors’s Lockheed Martin LMT Stock Holding History

Lindenwold 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 		$1.69M Buy
3,378
+38
+1% +$17.2K 0.8% 41
2025
Q2 		$1.55M Buy
3,340
+65
+2% +$30.4K 0.8% 39
2025
Q1 		$1.46M Buy
3,275
+43
+1% +$19.8K 0.81% 41
2024
Q4 		$1.57M Sell
3,232
-106
-3% -$57.8K 0.84% 40
2024
Q3 		$1.95M Buy
3,338
+31
+0.9% +$16.6K 0.98% 33
2024
Q2 		$1.54M Buy
3,307
+24
+0.7% +$11.1K 0.82% 40
2024
Q1 		$1.49M Buy
3,283
+30
+0.9% +$13.1K 0.8% 42
2023
Q4 		$1.47M Buy
3,253
+7
+0.2% +$3.1K 0.84% 41
2023
Q3 		$1.33M Buy
+3,246
New +$1.44M 0.83% 40

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

Lindenwold Advisors's LMT Position: Q3 2025 in Review

Lindenwold Advisors increased its Lockheed Martin (LMT) stake by 1.1% in Q3 2025, buying an estimated $17.2K and bringing the position to 3,378 shares worth $1.69M. The position accounts for 0.8% of the portfolio, ranked #41.

Lindenwold Advisors first reported a position in LMT in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.95M in Q3 2024. 2,581 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • Lindenwold Advisors held 3,378 shares of Lockheed Martin worth $1.69M as of Q3 2025.
  • Lindenwold Advisors bought 38 Lockheed Martin shares in Q3 2025, an estimated $17.2K.
  • Lockheed Martin made up 0.8% of Lindenwold Advisors's portfolio in Q3 2025, its #41 holding.
  • Lindenwold Advisors first reported a position in Lockheed Martin in Q3 2023 and has held it in 9 quarters since.
  • Lindenwold Advisors's Lockheed Martin position peaked at $1.95M in Q3 2024.
  • 2,581 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Lindenwold Advisors's 13F filing for Q3 2025, filed 16 Dec 2025.