Rise Advisors’s Lockheed Martin LMT Stock Holding History

Rise Advisors’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	–	Sell	-168	Closed	-$83.7K	–	852
2025 Q3	$83.7K	Buy	168 +4	+2%	+$1.81K	0.03%	180
2025 Q2	$75.9K	Buy	164 +3	+2%	+$1.4K	0.03%	187
2025 Q1	$71.9K	Buy	161 +6	+4%	+$2.76K	0.03%	185
2024 Q4	$75.3K	Buy	155 +1	+0.6%	+$545	0.04%	168
2024 Q3	$90.2K	Hold	154	–	–	0.04%	159
2024 Q2	$71.8K	Buy	154 +2	+1%	+$924	0.04%	182
2024 Q1	$69.1K	Buy	152 +117	+334%	+$51.3K	0.04%	182
2023 Q4	$15.9K	Hold	35	–	–	0.01%	273
2023 Q3	$14.3K	Hold	35	–	–	0.01%	272
2023 Q2	$16.1K	Sell	35 -21	-38%	-$9.75K	0.01%	266
2023 Q1	$26.4K	Hold	56	–	–	0.02%	220
2022 Q4	$27.1K	Hold	56	–	–	0.02%	212
2022 Q3	$21K	Buy	56 +36	+180%	+$15K	0.02%	240
2022 Q2	$9K	Hold	20	–	–	0.01%	353
2022 Q1	$9K	Hold	20	–	–	0.01%	346
2021 Q4	$7.18K	Buy	+20	New	+$6.92K	0.01%	363

Other funds holding LMT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Rise Advisors's LMT Position: Q4 2025 in Review

Rise Advisors sold out of Lockheed Martin (LMT) in Q4 2025, closing a stake of 168 shares — an estimated $83.7K sold.

Rise Advisors first reported a position in LMT in Q4 2021 and held it in 16 quarters. The position peaked at $90.2K in Q3 2024. 2,727 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

Rise Advisors reported no remaining Lockheed Martin position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 168 Lockheed Martin shares in Q4 2025, an estimated $83.7K.
Rise Advisors first reported a position in Lockheed Martin in Q4 2021 and held it in 16 quarters.
Rise Advisors's Lockheed Martin position peaked at $90.2K in Q3 2024.
2,727 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.