Scott Marsh Financial’s Lockheed Martin LMT Stock Holding History

Scott Marsh Financial’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	$385K	Buy	+830	New	+$389K	0.14%	177

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Scott Marsh Financial's LMT Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Lockheed Martin (LMT) in Q2 2025: 830 shares worth $385K. The stake represents 0.14% of the portfolio and ranks #177 among its holdings.

2,605 funds tracked by Wall St. Rank hold LMT as of Q2 2025.

Scott Marsh Financial held 830 shares of Lockheed Martin worth $385K as of Q2 2025.
Lockheed Martin was a new Scott Marsh Financial position in Q2 2025.
Lockheed Martin made up 0.14% of Scott Marsh Financial's portfolio in Q2 2025, its #177 holding.
2,605 funds tracked by Wall St. Rank held Lockheed Martin as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.