Nicholson Wealth Management Group’s Lockheed Martin LMT Stock Holding History

Nicholson Wealth Management Group’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	-3,715	Closed	-$1.72M	–	109
2025 Q2	$1.72M	Buy	3,715 +85	+2%	+$39.8K	1.06%	34
2025 Q1	$1.62M	Buy	3,630 +75	+2%	+$34.5K	1.06%	35
2024 Q4	$1.73M	Buy	3,555 +29	+0.8%	+$15.8K	1.15%	16
2024 Q3	$2.06M	Buy	+3,526	New	+$1.89M	1.69%	8

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Nicholson Wealth Management Group's LMT Position: Q3 2025 in Review

Nicholson Wealth Management Group sold out of Lockheed Martin (LMT) in Q3 2025, closing a stake of 3,715 shares — an estimated $1.72M sold.

Nicholson Wealth Management Group first reported a position in LMT in Q3 2024 and held it in 4 quarters. The position peaked at $2.06M in Q3 2024. 2,580 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

Nicholson Wealth Management Group reported no remaining Lockheed Martin position as of Q3 2025 after selling out during the quarter.
Nicholson Wealth Management Group sold 3,715 Lockheed Martin shares in Q3 2025, an estimated $1.72M.
Nicholson Wealth Management Group first reported a position in Lockheed Martin in Q3 2024 and held it in 4 quarters.
Nicholson Wealth Management Group's Lockheed Martin position peaked at $2.06M in Q3 2024.
2,580 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Nicholson Wealth Management Group's 13F filing for Q3 2025, filed 4 Nov 2025.