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Philip James Wealth Mangement’s Lockheed Martin LMT Stock Holding History

Philip James Wealth Mangement’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
-529
Closed -$245K – 192
2025
Q2 		$245K Sell
529
-22
-4% -$10.3K 0.03% 149
2025
Q1 		$246K Sell
551
-153
-22% -$70.4K 0.03% 148
2024
Q4 		$342K Sell
704
-14
-2% -$7.63K 0.04% 127
2024
Q3 		$420K Buy
718
+4
+0.6% +$2.15K 0.05% 108
2024
Q2 		$333K Buy
714
+55
+8% +$25.4K 0.22% 44
2024
Q1 		$300K Buy
659
+18
+3% +$7.89K 0.21% 50
2023
Q4 		$290K Buy
+641
New +$284K 0.22% 56

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

Philip James Wealth Mangement's LMT Position: Q3 2025 in Review

Philip James Wealth Mangement sold out of Lockheed Martin (LMT) in Q3 2025, closing a stake of 529 shares — an estimated $245K sold.

Philip James Wealth Mangement first reported a position in LMT in Q4 2023 and held it in 7 quarters. The position peaked at $420K in Q3 2024. 2,580 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

  • Philip James Wealth Mangement reported no remaining Lockheed Martin position as of Q3 2025 after selling out during the quarter.
  • Philip James Wealth Mangement sold 529 Lockheed Martin shares in Q3 2025, an estimated $245K.
  • Philip James Wealth Mangement first reported a position in Lockheed Martin in Q4 2023 and held it in 7 quarters.
  • Philip James Wealth Mangement's Lockheed Martin position peaked at $420K in Q3 2024.
  • 2,580 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Philip James Wealth Mangement's 13F filing for Q3 2025, filed 24 Oct 2025.