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Orion Portfolio Solutions’s Lockheed Martin LMT Stock Holding History

Orion Portfolio Solutions’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
Q1 		$8.12M Buy
18,180
+393
+2% +$181K 0.08% 243
2024
Q4 		$8.64M Buy
17,787
+1,833
+11% +$999K 0.09% 218
2024
Q3 		$9.33M Sell
15,954
-2,483
-13% -$1.33M 0.09% 213
2024
Q2 		$8.61M Buy
18,437
+2,016
+12% +$932K 0.09% 215
2024
Q1 		$7.47M Sell
16,421
-876
-5% -$384K 0.08% 248
2023
Q4 		$7.93M Sell
17,297
-184
-1% -$81.5K 0.09% 211
2023
Q3 		$7.15M Buy
17,481
+125
+0.7% +$55.5K 0.09% 220
2023
Q2 		$7.99M Buy
17,356
+2,794
+19% +$1.3M 0.09% 232
2023
Q1 		$6.88M Buy
14,562
+10,830
+290% +$5.08M 0.08% 207
2022
Q4 		$1.82M Buy
3,732
+721
+24% +$335K 0.06% 205
2022
Q3 		$1.16M Buy
3,011
+828
+38% +$346K 0.05% 229
2022
Q2 		$939K Buy
2,183
+131
+6% +$57.5K 0.04% 263
2022
Q1 		$906K Sell
2,052
-27
-1% -$10.9K 0.03% 281
2021
Q4 		$739K Buy
2,079
+225
+12% +$77.8K 0.02% 335
2021
Q3 		$640K Buy
1,854
+588
+46% +$213K 0.02% 338
2021
Q2 		$479K Buy
1,266
+37
+3% +$14.2K 0.02% 376
2021
Q1 		$454K Buy
1,229
+87
+8% +$29.8K 0.02% 334
2020
Q4 		$405K Sell
1,142
-97
-8% -$35.7K 0.02% 328
2020
Q3 		$475K Sell
1,239
-48
-4% -$18.3K 0.02% 278
2020
Q2 		$470K Buy
1,287
+246
+24% +$92.9K 0.03% 250
2020
Q1 		$353K Sell
1,041
-1,157
-53% -$455K 0.02% 243
2019
Q4 		$856K Buy
+2,198
New +$843K 0.07% 149

Other funds holding LMT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Orion Portfolio Solutions's LMT Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Lockheed Martin (LMT) stake by 2.2% in Q1 2025, buying an estimated $181K and bringing the position to 18,180 shares worth $8.12M. The position accounts for 0.08% of the portfolio, ranked #243.

Orion Portfolio Solutions first reported a position in LMT in Q4 2019 and has held it in 22 quarters since. The position peaked at $9.33M in Q3 2024. 2,565 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

  • Orion Portfolio Solutions held 18,180 shares of Lockheed Martin worth $8.12M as of Q1 2025.
  • Orion Portfolio Solutions bought 393 Lockheed Martin shares in Q1 2025, an estimated $181K.
  • Lockheed Martin made up 0.08% of Orion Portfolio Solutions's portfolio in Q1 2025, its #243 holding.
  • Orion Portfolio Solutions first reported a position in Lockheed Martin in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's Lockheed Martin position peaked at $9.33M in Q3 2024.
  • 2,565 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.