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Schechter Investment Advisors’s Lockheed Martin LMT Stock Holding History

Schechter Investment 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
Q1 		$1.4M Sell
3,139
-365
-10% -$168K 0.12% 176
2024
Q4 		$1.7M Sell
3,504
-352
-9% -$192K 0.13% 150
2024
Q3 		$2.25M Buy
3,856
+238
+7% +$128K 0.17% 116
2024
Q2 		$1.69M Sell
3,618
-68
-2% -$31.4K 0.13% 153
2024
Q1 		$1.68M Sell
3,686
-101
-3% -$44.3K 0.13% 153
2023
Q4 		$1.72M Buy
3,787
+139
+4% +$61.6K 0.15% 134
2023
Q3 		$1.49M Sell
3,648
-57
-2% -$25.3K 0.14% 144
2023
Q2 		$1.71M Sell
3,705
-163
-4% -$75.7K 0.15% 137
2023
Q1 		$1.83M Sell
3,868
-56
-1% -$26.3K 0.17% 121
2022
Q4 		$1.91M Buy
3,924
+105
+3% +$48.8K 0.17% 123
2022
Q3 		$1.48M Sell
3,819
-133
-3% -$55.5K 0.15% 166
2022
Q2 		$1.7M Buy
3,952
+10
+0.3% +$4.39K 0.17% 123
2022
Q1 		$1.74M Sell
3,942
-6
-0.2% -$2.43K 0.16% 131
2021
Q4 		$1.4M Buy
+3,948
New +$1.37M 0.13% 207

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Schechter Investment Advisors's LMT Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Lockheed Martin (LMT) stake by 10% in Q1 2025, selling an estimated $168K and leaving 3,139 shares worth $1.4M. The position accounts for 0.12% of the portfolio, ranked #176.

Schechter Investment Advisors first reported a position in LMT in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.25M in Q3 2024. 2,565 funds tracked by Wall St. Rank hold LMT as of Q1 2025.

  • Schechter Investment Advisors held 3,139 shares of Lockheed Martin worth $1.4M as of Q1 2025.
  • Schechter Investment Advisors sold 365 Lockheed Martin shares in Q1 2025, an estimated $168K.
  • Lockheed Martin made up 0.12% of Schechter Investment Advisors's portfolio in Q1 2025, its #176 holding.
  • Schechter Investment Advisors first reported a position in Lockheed Martin in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Lockheed Martin position peaked at $2.25M in Q3 2024.
  • 2,565 funds tracked by Wall St. Rank held Lockheed Martin as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.