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My Legacy Advisors’s Lockheed Martin LMT Stock Holding History

My Legacy 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 		$708K Sell
1,525
-56
-4% -$26.2K 0.25% 113
2025
Q1 		$706K Sell
1,581
-35
-2% -$16.1K 0.27% 112
2024
Q4 		$782K Sell
1,616
-164
-9% -$89.4K 0.3% 91
2024
Q3 		$1.04M Sell
1,780
-375
-17% -$201K 0.41% 69
2024
Q2 		$1.01M Sell
2,155
-47
-2% -$21.7K 0.32% 86
2024
Q1 		$1M Sell
2,202
-55
-2% -$24.1K 0.34% 81
2023
Q4 		$1.02M Sell
2,257
-49
-2% -$21.7K 0.37% 77
2023
Q3 		$1.04M Sell
2,306
-20
-0.9% -$8.87K 0.42% 70
2023
Q2 		$1.08M Sell
2,326
-20
-0.9% -$9.28K 0.43% 66
2023
Q1 		$1.17M Buy
2,346
+77
+3% +$36.1K 0.5% 62
2022
Q4 		$1.04M Buy
2,269
+221
+11% +$103K 0.44% 78
2022
Q3 		$798K Buy
2,048
+163
+9% +$68.1K 0.4% 78
2022
Q2 		$790K Buy
1,885
+136
+8% +$59.7K 0.4% 83
2022
Q1 		$772K Buy
+1,749
New +$709K 0.36% 95

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

My Legacy Advisors's LMT Position: Q2 2025 in Review

My Legacy Advisors reduced its Lockheed Martin (LMT) stake by 3.5% in Q2 2025, selling an estimated $26.2K and leaving 1,525 shares worth $708K. The position accounts for 0.25% of the portfolio, ranked #113.

My Legacy Advisors first reported a position in LMT in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.17M in Q1 2023. 2,605 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

  • My Legacy Advisors held 1,525 shares of Lockheed Martin worth $708K as of Q2 2025.
  • My Legacy Advisors sold 56 Lockheed Martin shares in Q2 2025, an estimated $26.2K.
  • Lockheed Martin made up 0.25% of My Legacy Advisors's portfolio in Q2 2025, its #113 holding.
  • My Legacy Advisors first reported a position in Lockheed Martin in Q1 2022 and has held it in 14 quarters since.
  • My Legacy Advisors's Lockheed Martin position peaked at $1.17M in Q1 2023.
  • 2,605 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.