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Principia Wealth Advisory’s Lockheed Martin LMT Stock Holding History

Principia Wealth Advisory’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
Q4 		$4.35K Hold
9
– – ﹤0.01% 299
2025
Q3 		$4.49K Hold
9
– – ﹤0.01% 283
2025
Q2 		$4.17K Buy
9
+7
+350% +$3.28K ﹤0.01% 258
2025
Q1 		$924 Sell
2
-4
-67% -$1.84K ﹤0.01% 414
2024
Q4 		$2.92K Buy
+6
New +$3.27K ﹤0.01% 194

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Principia Wealth Advisory's LMT Position: Q4 2025 in Review

Principia Wealth Advisory held its Lockheed Martin (LMT) position steady in Q4 2025 at 9 shares worth $4.35K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Principia Wealth Advisory first reported a position in LMT in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.49K in Q3 2025. 2,727 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

  • Principia Wealth Advisory held 9 shares of Lockheed Martin worth $4.35K as of Q4 2025.
  • Principia Wealth Advisory left its Lockheed Martin share count unchanged in Q4 2025.
  • Lockheed Martin made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #299 holding.
  • Principia Wealth Advisory first reported a position in Lockheed Martin in Q4 2024 and has held it in 5 quarters since.
  • Principia Wealth Advisory's Lockheed Martin position peaked at $4.49K in Q3 2025.
  • 2,727 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.