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Masso Torrence Wealth Management’s Lockheed Martin LMT Stock Holding History

Masso Torrence 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
Q3 		– Sell
-1,349
Closed -$625K – 112
2025
Q2 		$625K Buy
1,349
+12
+0.9% +$5.62K 0.29% 55
2025
Q1 		$597K Buy
1,337
+106
+9% +$48.8K 0.32% 54
2024
Q4 		$598K Buy
1,231
+56
+5% +$30.5K 0.31% 51
2024
Q3 		$687K Sell
1,175
-16
-1% -$8.59K 0.37% 48
2024
Q2 		$556K Buy
1,191
+60
+5% +$27.7K 0.31% 53
2024
Q1 		$514K Buy
1,131
+169
+18% +$74.1K 0.31% 56
2023
Q4 		$436K Buy
962
+204
+27% +$90.4K 0.3% 53
2023
Q3 		$310K Sell
758
-44
-5% -$19.5K 0.24% 64
2023
Q2 		$369K Buy
802
+13
+2% +$6.03K 0.27% 64
2023
Q1 		$373K Buy
789
+27
+4% +$12.7K 0.3% 65
2022
Q4 		$371K Sell
762
-17
-2% -$7.9K 0.3% 67
2022
Q3 		$301K Buy
779
+292
+60% +$122K 0.27% 63
2022
Q2 		$209K Buy
+487
New +$214K 0.18% 76
2022
Q1 		– Sell
-227
Closed -$81K – 234
2021
Q4 		$81K Buy
+227
New +$78.5K 0.06% 120

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

Masso Torrence Wealth Management's LMT Position: Q3 2025 in Review

Masso Torrence Wealth Management sold out of Lockheed Martin (LMT) in Q3 2025, closing a stake of 1,349 shares — an estimated $625K sold.

Masso Torrence Wealth Management first reported a position in LMT in Q4 2021 and held it in 14 quarters. The position peaked at $687K in Q3 2024. 2,580 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • Masso Torrence Wealth Management reported no remaining Lockheed Martin position as of Q3 2025 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 1,349 Lockheed Martin shares in Q3 2025, an estimated $625K.
  • Masso Torrence Wealth Management first reported a position in Lockheed Martin in Q4 2021 and held it in 14 quarters.
  • Masso Torrence Wealth Management's Lockheed Martin position peaked at $687K in Q3 2024.
  • 2,580 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.