OBWP
LMT icon

O'Brien Wealth Partners’s Lockheed Martin LMT Stock Holding History

O'Brien Wealth Partners’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 		$146K Sell
301
-1
-0.3% -$479 0.02% 86
2025
Q3 		$151K Buy
+302
New +$137K 0.02% 70

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

O'Brien Wealth Partners's LMT Position: Q4 2025 in Review

O'Brien Wealth Partners reduced its Lockheed Martin (LMT) stake by 0.33% in Q4 2025, selling an estimated $479 and leaving 301 shares worth $146K. The position accounts for 0.02% of the portfolio, ranked #86.

O'Brien Wealth Partners first reported a position in LMT in Q3 2025 and has held it in 2 quarters since. The position peaked at $151K in Q3 2025. 2,727 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

  • O'Brien Wealth Partners held 301 shares of Lockheed Martin worth $146K as of Q4 2025.
  • O'Brien Wealth Partners sold 1 Lockheed Martin share in Q4 2025, an estimated $479.
  • Lockheed Martin made up 0.02% of O'Brien Wealth Partners's portfolio in Q4 2025, its #86 holding.
  • O'Brien Wealth Partners first reported a position in Lockheed Martin in Q3 2025 and has held it in 2 quarters since.
  • O'Brien Wealth Partners's Lockheed Martin position peaked at $151K in Q3 2025.
  • 2,727 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.