SWM
LMT icon

Scissortail Wealth Management’s Lockheed Martin LMT Stock Holding History

Scissortail Wealth Management’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
Q2 		– Sell
-457
Closed -$204K – 113
2025
Q1 		$204K Hold
457
– – 0.05% 103
2024
Q4 		$222K Buy
457
+447
+4,470% +$244K 0.06% 118
2024
Q3 		$267K Sell
10
-447
-98% -$240K 0.06% 105
2024
Q2 		$213K Buy
457
+5
+1% +$2.31K 0.05% 117
2024
Q1 		$205K Buy
+452
New +$198K 0.05% 110

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

Scissortail Wealth Management's LMT Position: Q2 2025 in Review

Scissortail Wealth Management sold out of Lockheed Martin (LMT) in Q2 2025, closing a stake of 457 shares — an estimated $204K sold.

Scissortail Wealth Management first reported a position in LMT in Q1 2024 and held it in 5 quarters. The position peaked at $267K in Q3 2024. 2,605 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

  • Scissortail Wealth Management reported no remaining Lockheed Martin position as of Q2 2025 after selling out during the quarter.
  • Scissortail Wealth Management sold 457 Lockheed Martin shares in Q2 2025, an estimated $204K.
  • Scissortail Wealth Management first reported a position in Lockheed Martin in Q1 2024 and held it in 5 quarters.
  • Scissortail Wealth Management's Lockheed Martin position peaked at $267K in Q3 2024.
  • 2,605 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Scissortail Wealth Management's 13F filing for Q2 2025, filed 15 Aug 2025.