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Sageworth Trust’s Lockheed Martin LMT Stock Holding History

Sageworth Trust’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
-580
Closed -$290K – 214
2025
Q3 		$290K Buy
+580
New +$263K 0.01% 218
2023
Q1 		– Sell
-4
Closed -$2K – 547
2022
Q4 		$2K Buy
+4
New +$1.86K ﹤0.01% 357
2021
Q3 		– Sell
-10
Closed -$4K – 870
2021
Q2 		$4K Sell
10
-42
-81% -$16.1K ﹤0.01% 770
2021
Q1 		$19K Sell
52
-99
-66% -$34K ﹤0.01% 234
2020
Q4 		$54K Buy
151
+99
+190% +$36.4K ﹤0.01% 115
2020
Q3 		$20K Hold
52
– – ﹤0.01% 113
2020
Q2 		$19K Hold
52
– – ﹤0.01% 115
2020
Q1 		$18K Hold
52
– – ﹤0.01% 108
2019
Q4 		$20K Buy
52
+10
+24% +$3.84K ﹤0.01% 131
2019
Q3 		$16K Hold
42
– – ﹤0.01% 137
2019
Q2 		$15K Sell
42
-133
-76% -$44.5K ﹤0.01% 143
2019
Q1 		$53K Buy
+175
New +$51.3K 0.01% 75

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

Sageworth Trust's LMT Position: Q4 2025 in Review

Sageworth Trust sold out of Lockheed Martin (LMT) in Q4 2025, closing a stake of 580 shares — an estimated $290K sold.

Sageworth Trust first reported a position in LMT in Q1 2019 and held it in 12 quarters. The position peaked at $290K in Q3 2025. 2,727 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

  • Sageworth Trust reported no remaining Lockheed Martin position as of Q4 2025 after selling out during the quarter.
  • Sageworth Trust sold 580 Lockheed Martin shares in Q4 2025, an estimated $290K.
  • Sageworth Trust first reported a position in Lockheed Martin in Q1 2019 and held it in 12 quarters.
  • Sageworth Trust's Lockheed Martin position peaked at $290K in Q3 2025.
  • 2,727 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on Sageworth Trust's 13F filing for Q4 2025, filed 3 Feb 2026.