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Peterson Wealth Services’s Lockheed Martin LMT Stock Holding History

Peterson Wealth Services’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 		– Sell
-2
Closed -$933 – 226
2025
Q2 		$933 Buy
+2
New +$936 ﹤0.01% 212
2025
Q1 		– Sell
-70
Closed -$34K – 223
2024
Q4 		$34K Hold
70
– – 0.01% 164
2024
Q3 		$40.9K Buy
+70
New +$37.6K 0.01% 161

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Peterson Wealth Services's LMT Position: Q3 2025 in Review

Peterson Wealth Services sold out of Lockheed Martin (LMT) in Q3 2025, closing a stake of 2 shares — an estimated $933 sold.

Peterson Wealth Services first reported a position in LMT in Q3 2024 and held it in 3 quarters. The position peaked at $40.9K in Q3 2024. 2,586 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • Peterson Wealth Services reported no remaining Lockheed Martin position as of Q3 2025 after selling out during the quarter.
  • Peterson Wealth Services sold 2 Lockheed Martin shares in Q3 2025, an estimated $933.
  • Peterson Wealth Services first reported a position in Lockheed Martin in Q3 2024 and held it in 3 quarters.
  • Peterson Wealth Services's Lockheed Martin position peaked at $40.9K in Q3 2024.
  • 2,586 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Peterson Wealth Services's 13F filing for Q3 2025, filed 4 Nov 2025.