Litman Gregory Wealth Management’s Lockheed Martin LMT Stock Holding History

Litman Gregory Wealth Management’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 Q4	$1.45K	Buy	+3	New	+$1.44K	﹤0.01%	310
2021 Q2	–	Sell	-254	Closed	-$94K	–	136
2021 Q1	$94K	Hold	254	–	–	0.02%	78
2020 Q4	$90K	Sell	254 -16	-6%	-$5.88K	0.02%	78
2020 Q3	$103K	Buy	270 +16	+6%	+$6.11K	0.02%	72
2020 Q2	$93K	Hold	254	–	–	0.02%	72
2020 Q1	$86K	Sell	254 -13	-5%	-$5.11K	0.02%	66
2019 Q4	$104K	Sell	267 -134	-33%	-$51.4K	0.02%	75
2019 Q3	$156K	Sell	401 -147	-27%	-$55.3K	0.04%	50
2019 Q2	$199K	Buy	548 +294	+116%	+$98.4K	0.05%	48
2019 Q1	$76K	Hold	254	–	–	0.02%	59
2018 Q4	$66K	Buy	+254	New	+$77.1K	0.02%	66

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Litman Gregory Wealth Management's LMT Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Lockheed Martin (LMT) in Q4 2025: 3 shares worth $1.45K. The stake represents ﹤0.01% of the portfolio and ranks #310 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in LMT as recently as Q1 2021.

Litman Gregory Wealth Management first reported a position in LMT in Q4 2018 and has held it in 11 quarters since. The position peaked at $199K in Q2 2019. 2,727 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

Litman Gregory Wealth Management held 3 shares of Lockheed Martin worth $1.45K as of Q4 2025.
Lockheed Martin was a new Litman Gregory Wealth Management position in Q4 2025.
Lockheed Martin made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #310 holding.
Litman Gregory Wealth Management first reported a position in Lockheed Martin in Q4 2018 and has held it in 11 quarters since.
Litman Gregory Wealth Management's Lockheed Martin position peaked at $199K in Q2 2019.
2,727 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.