ORG Partners’s Lockheed Martin LMT Stock Holding History

ORG 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	$253K	Sell	523 -50	-9%	-$23.9K	0.04%	295
2025 Q3	$286K	Sell	573 -922	-62%	-$418K	0.05%	279
2025 Q2	$752K	Buy	1,495 +902	+152%	+$422K	0.16%	123
2025 Q1	$266K	Sell	593 -2,437	-80%	-$1.12M	0.07%	226
2024 Q4	$1.48M	Buy	3,030 +34	+1%	+$18.5K	0.2%	87
2024 Q3	$1.75M	Sell	2,996 -52	-2%	-$27.9K	0.28%	71
2024 Q2	$1.42M	Buy	3,048 +2,870	+1,612%	+$1.33M	0.18%	111
2024 Q1	$81K	Sell	178 -2,274	-93%	-$997K	0.15%	88
2023 Q4	$1.11M	Buy	2,452 +404	+20%	+$179K	0.19%	101
2023 Q3	$839K	Buy	2,048 +41	+2%	+$18.2K	0.25%	103
2023 Q2	$928K	Buy	+2,007	New	+$932K	0.15%	130

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 $5.7T 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

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

Fidelity Investments

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

Wellington Management Group

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return