Oliver Lagore Vanvalin Investment Group’s Lockheed Martin LMT Stock Holding History

Oliver Lagore Vanvalin Investment 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 Q2	$51.9K	Buy	+116	New	+$54.3K	0.02%	247
2024 Q4	$57.8K	Sell	119 -32	-21%	-$17.4K	0.01%	236
2024 Q3	$88.1K	Buy	151 +1	+0.7%	+$537	0.02%	186
2024 Q2	$70.2K	Buy	150 +1	+0.7%	+$462	0.02%	202
2024 Q1	$67.9K	Sell	149 -89	-37%	-$39K	0.02%	219
2023 Q4	$108K	Buy	238 +46	+24%	+$20.4K	0.04%	144
2023 Q3	$78.5K	Buy	192 +9	+5%	+$3.99K	0.03%	192
2023 Q2	$84.4K	Buy	183 +18	+11%	+$8.36K	0.03%	188
2023 Q1	$77.8K	Buy	165 +101	+158%	+$47.4K	0.03%	155
2022 Q4	$31.1K	Hold	64	–	–	0.02%	222
2022 Q3	$25K	Buy	64 +14	+28%	+$5.85K	0.02%	230
2022 Q2	$21K	Hold	50	–	–	0.01%	251
2022 Q1	$22K	Buy	+50	New	+$20.3K	0.01%	247

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Oliver Lagore Vanvalin Investment Group's LMT Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Lockheed Martin (LMT) in Q2 2025: 116 shares worth $51.9K. The stake represents 0.02% of the portfolio and ranks #247 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in LMT as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in LMT in Q1 2022 and has held it in 13 quarters since. The position peaked at $108K in Q4 2023. 2,606 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 116 shares of Lockheed Martin worth $51.9K as of Q2 2025.
Lockheed Martin was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Lockheed Martin made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #247 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Lockheed Martin in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Lockheed Martin position peaked at $108K in Q4 2023.
2,606 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.