LIG
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Lokken Investment Group’s Lockheed Martin LMT Stock Holding History

Lokken Investment Group’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 		$612K Sell
1,227
-2,596
-68% -$1.18M 0.21% 84
2025
Q2 		$1.77M Buy
3,823
+242
+7% +$113K 0.68% 36
2025
Q1 		$1.6M Buy
3,581
+247
+7% +$114K 0.67% 39
2024
Q4 		$1.62M Buy
3,334
+37
+1% +$20.2K 0.7% 37
2024
Q3 		$1.93M Buy
3,297
+148
+5% +$79.5K 0.8% 34
2024
Q2 		$1.47M Buy
3,149
+370
+13% +$171K 0.69% 36
2024
Q1 		$1.26M Buy
2,779
+132
+5% +$57.9K 0.63% 39
2023
Q4 		$1.2M Buy
2,647
+1,366
+107% +$605K 0.68% 34
2023
Q3 		$524K Buy
1,281
+217
+20% +$96.3K 0.34% 70
2023
Q2 		$490K Buy
1,064
+1
+0.1% +$464 0.32% 74
2023
Q1 		$503K Buy
1,063
+36
+4% +$16.9K 0.38% 59
2022
Q4 		$500K Buy
1,027
+1
+0.1% +$465 0.39% 58
2022
Q3 		$396K Buy
1,026
+1
+0.1% +$418 0.34% 61
2022
Q2 		$441K Buy
1,025
+1
+0.1% +$439 0.36% 65
2022
Q1 		$443K Hold
1,024
– – 0.35% 65
2021
Q4 		$364K Buy
+1,024
New +$354K 0.26% 86
2021
Q3 		– Sell
-1,283
Closed -$485K – 123
2021
Q2 		$485K Sell
1,283
-10
-0.8% -$3.85K 0.39% 59
2021
Q1 		$478K Sell
1,293
-173
-12% -$59.4K 0.42% 56
2020
Q4 		$520K Buy
+1,466
New +$539K 0.47% 48

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

Lokken Investment Group's LMT Position: Q3 2025 in Review

Lokken Investment Group reduced its Lockheed Martin (LMT) stake by 68% in Q3 2025, selling an estimated $1.18M and leaving 1,227 shares worth $612K. The position accounts for 0.21% of the portfolio, ranked #84.

Lokken Investment Group first reported a position in LMT in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.93M in Q3 2024. 2,580 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • Lokken Investment Group held 1,227 shares of Lockheed Martin worth $612K as of Q3 2025.
  • Lokken Investment Group sold 2,596 Lockheed Martin shares in Q3 2025, an estimated $1.18M.
  • Lockheed Martin made up 0.21% of Lokken Investment Group's portfolio in Q3 2025, its #84 holding.
  • Lokken Investment Group first reported a position in Lockheed Martin in Q4 2020 and has held it in 19 quarters since.
  • Lokken Investment Group's Lockheed Martin position peaked at $1.93M in Q3 2024.
  • 2,580 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.