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NewSquare Capital’s Lockheed Martin LMT Stock Holding History

NewSquare Capital’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
-119
Closed -$55.1K – 769
2025
Q2 		$55.1K Buy
119
+72
+153% +$33.7K ﹤0.01% 276
2025
Q1 		$21K Buy
47
+43
+1,075% +$19.8K ﹤0.01% 346
2024
Q4 		$1.94K Buy
+4
New +$2.18K ﹤0.01% 551
2024
Q1 		– Sell
-10
Closed -$4.53K – 493
2023
Q4 		$4.53K Hold
10
– – ﹤0.01% 322
2023
Q3 		$4.09K Sell
10
-29
-74% -$12.9K ﹤0.01% 394
2023
Q2 		$18K Sell
39
-54
-58% -$25.1K ﹤0.01% 266
2023
Q1 		$44K Buy
93
+20
+27% +$9.38K 0.01% 198
2022
Q4 		$35.5K Buy
+73
New +$33.9K ﹤0.01% 186
2021
Q4 		– Sell
-78
Closed -$27K – 376
2021
Q3 		$27K Hold
78
– – ﹤0.01% 218
2021
Q2 		$30K Buy
+78
New +$30K ﹤0.01% 214
2020
Q2 		– Sell
-650
Closed -$220K – 409
2020
Q1 		$220K Buy
650
+155
+31% +$61K 0.04% 132
2019
Q4 		$193K Buy
495
+335
+209% +$129K 0.03% 124
2019
Q3 		$62K Buy
160
+45
+39% +$16.9K 0.01% 139
2019
Q2 		$42K Buy
+115
New +$38.5K 0.01% 179
2016
Q4 		– Sell
-17
Closed -$4K – 395
2016
Q3 		$4K Buy
+17
New +$4.25K ﹤0.01% 354
2014
Q1 		– Sell
-50
Closed -$7K – 254
2013
Q4 		$7K Sell
50
-108
-68% -$14.7K ﹤0.01% 203
2013
Q3 		$20K Buy
158
+108
+216% +$13.1K 0.01% 149
2013
Q2 		$5K Buy
+50
New +$5.11K ﹤0.01% 166

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

NewSquare Capital's LMT Position: Q3 2025 in Review

NewSquare Capital sold out of Lockheed Martin (LMT) in Q3 2025, closing a stake of 119 shares — an estimated $55.1K sold.

NewSquare Capital first reported a position in LMT in Q2 2013 and held it in 18 quarters. The position peaked at $220K in Q1 2020. 2,587 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • NewSquare Capital reported no remaining Lockheed Martin position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 119 Lockheed Martin shares in Q3 2025, an estimated $55.1K.
  • NewSquare Capital first reported a position in Lockheed Martin in Q2 2013 and held it in 18 quarters.
  • NewSquare Capital's Lockheed Martin position peaked at $220K in Q1 2020.
  • 2,587 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.