MGB Wealth Management’s Lockheed Martin LMT Stock Holding History

MGB 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	$1.17M	Buy	2,417 +6	+0.2%	+$2.87K	0.33%	62
2025 Q3	$1.2M	Buy	2,411 +1,124	+87%	+$510K	0.34%	61
2025 Q2	$596K	Buy	1,287 +140	+12%	+$65.5K	0.2%	106
2025 Q1	$511K	Sell	1,147 -3	-0.3%	-$1.38K	0.18%	120
2024 Q4	$558K	Hold	1,150	–	–	0.17%	105
2024 Q3	$672K	Hold	1,150	–	–	0.24%	93
2024 Q2	$532K	Buy	1,150 +100	+10%	+$46.2K	0.2%	111
2024 Q1	$478K	Hold	1,050	–	–	0.19%	113
2023 Q4	$476K	Buy	+1,050	New	+$465K	0.24%	114

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MGB Wealth Management's LMT Position: Q4 2025 in Review

MGB Wealth Management increased its Lockheed Martin (LMT) stake by 0.25% in Q4 2025, buying an estimated $2.87K and bringing the position to 2,417 shares worth $1.17M. The position accounts for 0.33% of the portfolio, ranked #62.

MGB Wealth Management first reported a position in LMT in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.2M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

MGB Wealth Management held 2,417 shares of Lockheed Martin worth $1.17M as of Q4 2025.
MGB Wealth Management bought 6 Lockheed Martin shares in Q4 2025, an estimated $2.87K.
Lockheed Martin made up 0.33% of MGB Wealth Management's portfolio in Q4 2025, its #62 holding.
MGB Wealth Management first reported a position in Lockheed Martin in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's Lockheed Martin position peaked at $1.2M in Q3 2025.
2,720 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.