PBMares Wealth Management’s Lockheed Martin LMT Stock Holding History

PBMares Wealth Management’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 Q3	$1.83M	Sell	3,664 -59	-2%	-$26.8K	0.3%	42
2025 Q2	$1.72M	Hold	3,723	–	–	0.32%	41
2025 Q1	$1.66M	Sell	3,723 -22	-0.6%	-$10.1K	0.33%	41
2024 Q4	$1.82M	Buy	3,745 +22	+0.6%	+$12K	0.37%	39
2024 Q3	$2.18M	Buy	3,723 +10	+0.3%	+$5.37K	0.45%	33
2024 Q2	$1.73M	Hold	3,713	–	–	0.43%	39
2024 Q1	$1.69M	Hold	3,713	–	–	0.44%	39
2023 Q4	$1.68M	Hold	3,713	–	–	0.51%	34
2023 Q3	$1.52M	Buy	3,713 +91	+3%	+$40.4K	0.55%	33
2023 Q2	$1.67M	Hold	3,622	–	–	0.6%	31
2023 Q1	$1.71M	Hold	3,622	–	–	0.64%	26
2022 Q4	$1.76M	Buy	3,622 +2	+0.1%	+$929	0.71%	24
2022 Q3	$1.4M	Buy	3,620 +20	+0.6%	+$8.35K	0.61%	32
2022 Q2	$1.55M	Hold	3,600	–	–	0.66%	28
2022 Q1	$1.59M	Sell	3,600 -24	-0.7%	-$9.73K	0.98%	18
2021 Q4	$1.29M	Buy	3,624 +24	+0.7%	+$8.3K	0.54%	35
2021 Q3	$1.24M	Hold	3,600	–	–	0.59%	32
2021 Q2	$1.36M	Hold	3,600	–	–	0.74%	26
2021 Q1	$1.33M	Sell	3,600 -101	-3%	-$34.7K	1.09%	23
2020 Q4	$1.31M	Buy	3,701 +101	+3%	+$37.1K	1.51%	12
2020 Q3	$1.38M	Hold	3,600	–	–	2.03%	8
2020 Q2	$1.31M	Hold	3,600	–	–	1.98%	9
2020 Q1	$1.22M	Hold	3,600	–	–	1.92%	10
2019 Q4	$1.4M	Buy	+3,600	New	+$1.38M	1.67%	11

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 $5.72T 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

PBMares Wealth Management's LMT Position: Q3 2025 in Review

PBMares Wealth Management reduced its Lockheed Martin (LMT) stake by 1.6% in Q3 2025, selling an estimated $26.8K and leaving 3,664 shares worth $1.83M. The position accounts for 0.3% of the portfolio, ranked #42.

PBMares Wealth Management first reported a position in LMT in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.18M in Q3 2024. 2,580 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

PBMares Wealth Management held 3,664 shares of Lockheed Martin worth $1.83M as of Q3 2025.
PBMares Wealth Management sold 59 Lockheed Martin shares in Q3 2025, an estimated $26.8K.
Lockheed Martin made up 0.3% of PBMares Wealth Management's portfolio in Q3 2025, its #42 holding.
PBMares Wealth Management first reported a position in Lockheed Martin in Q4 2019 and has held it in 24 quarters since.
PBMares Wealth Management's Lockheed Martin position peaked at $2.18M in Q3 2024.
2,580 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.