PAG
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Paladin Advisory Group’s Lockheed Martin LMT Stock Holding History

Paladin Advisory 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
2023
Q1 		– Sell
-61
Closed -$29.7K – 398
2022
Q4 		$29.7K Hold
61
– – 0.03% 182
2022
Q3 		$23K Hold
61
– – 0.02% 197
2022
Q2 		$26K Buy
+61
New +$26.8K 0.02% 194
2022
Q1 		– Sell
-61
Closed -$21K – 411
2021
Q4 		$21K Buy
+61
New +$21.1K 0.02% 213

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Paladin Advisory Group's LMT Position: Q3 2025 in Review

Paladin Advisory Group sold out of Lockheed Martin (LMT) in Q3 2025, closing a stake of 51 shares — an estimated $23.6K sold.

Paladin Advisory Group first reported a position in LMT in Q1 2022 and held it in 11 quarters. The position peaked at $35.7K in Q3 2024. 2,580 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • Paladin Advisory Group reported no remaining Lockheed Martin position as of Q3 2025 after selling out during the quarter.
  • Paladin Advisory Group sold 51 Lockheed Martin shares in Q3 2025, an estimated $23.6K.
  • Paladin Advisory Group first reported a position in Lockheed Martin in Q1 2022 and held it in 11 quarters.
  • Paladin Advisory Group's Lockheed Martin position peaked at $35.7K in Q3 2024.
  • 2,580 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Paladin Advisory Group's 13F filing for Q3 2025, filed 5 Nov 2025.