SageView Advisory Group’s Lockheed Martin LMT Stock Holding History

SageView Advisory Group’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	$1.34M	Sell	2,779 -513	-16%	-$246K	0.05%	213
2025 Q3	$1.64M	Sell	3,292 -155	-4%	-$70.3K	0.06%	191
2025 Q2	$1.45M	Sell	3,447 -89	-3%	-$41.7K	0.05%	189
2025 Q1	$1.58M	Sell	3,536 -276	-7%	-$127K	0.07%	152
2024 Q4	$1.85M	Buy	3,812 +493	+15%	+$269K	0.08%	131
2024 Q3	$1.94M	Sell	3,319 -916	-22%	-$492K	0.1%	114
2024 Q2	$1.98M	Buy	+4,235	New	+$1.96M	0.09%	126
2024 Q1	–	Sell	-5,760	Closed	-$2.49M	–	654
2023 Q4	$2.49M	Buy	5,760 +869	+18%	+$385K	0.11%	117
2023 Q3	$2M	Sell	4,891 -307	-6%	-$136K	0.11%	111
2023 Q2	$2.39M	Buy	5,198 +995	+24%	+$462K	0.13%	101
2023 Q1	$1.99M	Buy	4,203 +1,778	+73%	+$834K	0.13%	117
2022 Q4	$1.18M	Buy	+2,425	New	+$1.13M	0.1%	136

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SageView Advisory Group's LMT Position: Q4 2025 in Review

SageView Advisory Group reduced its Lockheed Martin (LMT) stake by 16% in Q4 2025, selling an estimated $246K and leaving 2,779 shares worth $1.34M. The position accounts for 0.05% of the portfolio, ranked #213.

SageView Advisory Group first reported a position in LMT in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.49M in Q4 2023. 2,721 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

SageView Advisory Group held 2,779 shares of Lockheed Martin worth $1.34M as of Q4 2025.
SageView Advisory Group sold 513 Lockheed Martin shares in Q4 2025, an estimated $246K.
Lockheed Martin made up 0.05% of SageView Advisory Group's portfolio in Q4 2025, its #213 holding.
SageView Advisory Group first reported a position in Lockheed Martin in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's Lockheed Martin position peaked at $2.49M in Q4 2023.
2,721 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.