LFA
LMT icon

Livelsberger Financial Advisory’s Lockheed Martin LMT Stock Holding History

Livelsberger Financial Advisory’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
-16
Closed -$7.33K – 49
2025
Q2 		$7.33K Buy
+16
New +$7.49K 0.14% 54
2024
Q4 		– Sell
-15
Closed -$9.06K – 47
2024
Q3 		$9.06K Buy
+15
New +$8.05K 0.19% 49
2024
Q1 		– Sell
-15
Closed -$6.84K – 120
2023
Q4 		$6.84K Buy
+15
New +$6.65K 0.01% 323

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Livelsberger Financial Advisory's LMT Position: Q3 2025 in Review

Livelsberger Financial Advisory sold out of Lockheed Martin (LMT) in Q3 2025, closing a stake of 16 shares — an estimated $7.33K sold.

Livelsberger Financial Advisory first reported a position in LMT in Q4 2023 and held it in 3 quarters. The position peaked at $9.06K in Q3 2024. 2,584 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • Livelsberger Financial Advisory reported no remaining Lockheed Martin position as of Q3 2025 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 16 Lockheed Martin shares in Q3 2025, an estimated $7.33K.
  • Livelsberger Financial Advisory first reported a position in Lockheed Martin in Q4 2023 and held it in 3 quarters.
  • Livelsberger Financial Advisory's Lockheed Martin position peaked at $9.06K in Q3 2024.
  • 2,584 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Livelsberger Financial Advisory's 13F filing for Q3 2025, filed 14 Oct 2025.