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One Wealth Advisors’s Lockheed Martin LMT Stock Holding History

One Wealth 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
Q4 		– Sell
-464
Closed -$232K – 322
2025
Q3 		$232K Sell
464
-262
-36% -$119K 0.03% 280
2025
Q2 		$336K Buy
726
+221
+44% +$103K 0.05% 209
2025
Q1 		$226K Buy
+505
New +$232K 0.03% 260
2024
Q4 		– Sell
-380
Closed -$222K – 272
2024
Q3 		$222K Buy
+380
New +$204K 0.03% 243
2023
Q1 		– Sell
-321
Closed -$156K – 429
2022
Q4 		$156K Buy
+321
New +$149K 0.04% 226

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

One Wealth Advisors's LMT Position: Q4 2025 in Review

One Wealth Advisors sold out of Lockheed Martin (LMT) in Q4 2025, closing a stake of 464 shares — an estimated $232K sold.

One Wealth Advisors first reported a position in LMT in Q4 2022 and held it in 5 quarters. The position peaked at $336K in Q2 2025. 2,727 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

  • One Wealth Advisors reported no remaining Lockheed Martin position as of Q4 2025 after selling out during the quarter.
  • One Wealth Advisors sold 464 Lockheed Martin shares in Q4 2025, an estimated $232K.
  • One Wealth Advisors first reported a position in Lockheed Martin in Q4 2022 and held it in 5 quarters.
  • One Wealth Advisors's Lockheed Martin position peaked at $336K in Q2 2025.
  • 2,727 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on One Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.