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 $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ORG Partners's LMT Position: Q4 2025 in Review

ORG Partners reduced its Lockheed Martin (LMT) stake by 8.7% in Q4 2025, selling an estimated $23.9K and leaving 523 shares worth $253K. The position accounts for 0.04% of the portfolio, ranked #295.

ORG Partners first reported a position in LMT in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.75M in Q3 2024. 2,727 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

ORG Partners held 523 shares of Lockheed Martin worth $253K as of Q4 2025.
ORG Partners sold 50 Lockheed Martin shares in Q4 2025, an estimated $23.9K.
Lockheed Martin made up 0.04% of ORG Partners's portfolio in Q4 2025, its #295 holding.
ORG Partners first reported a position in Lockheed Martin in Q2 2023 and has held it in 11 quarters since.
ORG Partners's Lockheed Martin position peaked at $1.75M in Q3 2024.
2,727 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.