Lowe Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Lowe Wealth 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	$71.9K	Hold	144	–	–	0.03%	122
2025 Q2	$66.7K	Hold	144	–	–	0.03%	121
2025 Q1	$64.3K	Sell	144 -23	-14%	-$10.6K	0.03%	115
2024 Q4	$81.2K	Sell	167 -15	-8%	-$8.18K	0.03%	99
2024 Q3	$106K	Sell	182 -5	-3%	-$2.68K	0.05%	74
2024 Q2	$87.3K	Sell	187 -30	-14%	-$13.9K	0.04%	84
2024 Q1	$98.7K	Sell	217 -85	-28%	-$37.3K	0.05%	81
2023 Q4	$137K	Hold	302	–	–	0.07%	60
2023 Q3	$124K	Hold	302	–	–	0.07%	62
2023 Q2	$139K	Sell	302 -70	-19%	-$32.5K	0.07%	61
2023 Q1	$176K	Sell	372 -5	-1%	-$2.35K	0.09%	49
2022 Q4	$183K	Hold	377	–	–	0.1%	50
2022 Q3	$146K	Sell	377 -77	-17%	-$32.2K	0.09%	49
2022 Q2	$195K	Sell	454 -100	-18%	-$43.9K	0.11%	46
2022 Q1	$245K	Hold	554	–	–	0.11%	45
2021 Q4	$197K	Hold	554	–	–	0.09%	47
2021 Q3	$191K	Hold	554	–	–	0.09%	47
2021 Q2	$210K	Hold	554	–	–	0.1%	40
2021 Q1	$205K	Sell	554 -20	-3%	-$6.86K	0.1%	40
2020 Q4	$204K	Sell	574 -100	-15%	-$36.8K	0.1%	35
2020 Q3	$258K	Sell	674 -32	-5%	-$12.2K	0.14%	28
2020 Q2	$258K	Hold	706	–	–	0.15%	28
2020 Q1	$239K	Sell	706 -200	-22%	-$78.7K	0.17%	26
2019 Q4	$353K	Buy	906 +92	+11%	+$35.3K	0.2%	26
2019 Q3	$318K	Hold	814	–	–	0.19%	28
2019 Q2	$296K	Hold	814	–	–	0.18%	27
2019 Q1	$244K	Hold	814	–	–	0.15%	28
2018 Q4	$213K	Sell	814 -413	-34%	-$125K	0.15%	27
2018 Q3	$424K	Buy	1,227 +13	+1%	+$4.2K	0.25%	25
2018 Q2	$359K	Sell	1,214 -81	-6%	-$26.1K	0.22%	26
2018 Q1	$437K	Buy	1,295 +6	+0.5%	+$2.04K	0.27%	25
2017 Q4	$414K	Sell	1,289 -1,030	-44%	-$325K	0.25%	26
2017 Q3	$719K	Buy	2,319 +101	+5%	+$30.1K	0.45%	26
2017 Q2	$616K	Sell	2,218 -2,059	-48%	-$566K	0.39%	26
2017 Q1	$1.15M	Buy	4,277 +4,159	+3,525%	+$1.09M	0.75%	19
2016 Q4	$29K	Sell	118 -100	-46%	-$25K	0.02%	76
2016 Q3	$52K	Buy	218 +100	+85%	+$25K	0.04%	57
2016 Q2	$29K	Buy	118 +4	+4%	+$943	0.02%	74
2016 Q1	$25K	Hold	114	–	–	0.02%	84
2015 Q4	$25K	Hold	114	–	–	0.02%	75
2015 Q3	$24K	Hold	114	–	–	0.02%	78
2015 Q2	$21K	Hold	114	–	–	0.01%	100
2015 Q1	$23K	Hold	114	–	–	0.02%	94
2014 Q4	$22K	Buy	+114	New	+$21.2K	0.02%	97

Other funds holding LMT

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lowe Wealth Advisors's LMT Position: Q3 2025 in Review

Lowe Wealth Advisors held its Lockheed Martin (LMT) position steady in Q3 2025 at 144 shares worth $71.9K. The position accounts for 0.03% of the portfolio, ranked #122.

Lowe Wealth Advisors first reported a position in LMT in Q4 2014 and has held it in 44 quarters since. The position peaked at $1.15M in Q1 2017. 2,580 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

Lowe Wealth Advisors held 144 shares of Lockheed Martin worth $71.9K as of Q3 2025.
Lowe Wealth Advisors left its Lockheed Martin share count unchanged in Q3 2025.
Lockheed Martin made up 0.03% of Lowe Wealth Advisors's portfolio in Q3 2025, its #122 holding.
Lowe Wealth Advisors first reported a position in Lockheed Martin in Q4 2014 and has held it in 44 quarters since.
Lowe Wealth Advisors's Lockheed Martin position peaked at $1.15M in Q1 2017.
2,580 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.