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Moser Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Moser 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
Q2 		$1.56M Sell
3,378
-74
-2% -$34.6K 0.75% 29
2025
Q1 		$1.54M Buy
3,452
+147
+4% +$67.7K 0.81% 29
2024
Q4 		$1.61M Buy
3,305
+182
+6% +$99.2K 0.84% 27
2024
Q3 		$1.83M Buy
3,123
+1
+0% +$537 0.95% 26
2024
Q2 		$1.46M Buy
3,122
+4
+0.1% +$1.85K 0.79% 33
2024
Q1 		$1.42M Buy
3,118
+220
+8% +$96.4K 0.79% 33
2023
Q4 		$1.31M Buy
2,898
+23
+0.8% +$10.2K 0.84% 28
2023
Q3 		$1.18M Buy
2,875
+49
+2% +$21.7K 0.83% 30
2023
Q2 		$1.3M Buy
+2,826
New +$1.31M 0.88% 29
2022
Q4 		$1.46M Sell
2,993
-118
-4% -$54.8K 1.1% 27
2022
Q3 		$1.2M Sell
3,111
-24
-0.8% -$10K 0.94% 27
2022
Q2 		$1.35M Sell
3,135
-278
-8% -$122K 1% 26
2022
Q1 		$1.51M Buy
3,413
+1
+0% +$405 0.94% 26
2021
Q4 		$1.21M Sell
3,412
-23
-0.7% -$7.96K 0.73% 34
2021
Q3 		$1.19M Buy
3,435
+57
+2% +$20.6K 0.76% 31
2021
Q2 		$1.28M Sell
3,378
-19
-0.6% -$7.3K 0.82% 28
2021
Q1 		$1.25M Buy
3,397
+187
+6% +$64.2K 0.88% 28
2020
Q4 		$1.14M Buy
3,210
+291
+10% +$107K 0.84% 28
2020
Q3 		$1.12M Buy
2,919
+172
+6% +$65.6K 0.89% 27
2020
Q2 		$1M Buy
2,747
+81
+3% +$30.6K 0.96% 27
2020
Q1 		$904K Buy
2,666
+2
+0.1% +$787 1.05% 23
2019
Q4 		$1.04M Buy
+2,664
New +$1.02M 1% 24

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Moser Wealth Advisors's LMT Position: Q2 2025 in Review

Moser Wealth Advisors reduced its Lockheed Martin (LMT) stake by 2.1% in Q2 2025, selling an estimated $34.6K and leaving 3,378 shares worth $1.56M. The position accounts for 0.75% of the portfolio, ranked #29.

Moser Wealth Advisors first reported a position in LMT in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.83M in Q3 2024. 2,605 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

  • Moser Wealth Advisors held 3,378 shares of Lockheed Martin worth $1.56M as of Q2 2025.
  • Moser Wealth Advisors sold 74 Lockheed Martin shares in Q2 2025, an estimated $34.6K.
  • Lockheed Martin made up 0.75% of Moser Wealth Advisors's portfolio in Q2 2025, its #29 holding.
  • Moser Wealth Advisors first reported a position in Lockheed Martin in Q4 2019 and has held it in 22 quarters since.
  • Moser Wealth Advisors's Lockheed Martin position peaked at $1.83M in Q3 2024.
  • 2,605 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.