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Seamount Financial Group’s Lockheed Martin LMT Stock Holding History

Seamount Financial 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 		– Sell
-448
Closed -$223K – 136
2025
Q3 		$223K Buy
448
+1
+0.2% +$454 0.11% 125
2025
Q2 		$207K Buy
+447
New +$209K 0.11% 126
2025
Q1 		– Sell
-446
Closed -$217K – 100
2024
Q4 		$217K Hold
446
– – 0.15% 98
2024
Q3 		$261K Sell
446
-6
-1% -$3.22K 0.2% 87
2024
Q2 		$211K Buy
452
+1
+0.2% +$462 0.17% 86
2024
Q1 		$205K Sell
451
-123
-21% -$53.9K 0.18% 85
2023
Q4 		$260K Buy
+574
New +$254K 0.25% 75

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

Seamount Financial Group's LMT Position: Q4 2025 in Review

Seamount Financial Group sold out of Lockheed Martin (LMT) in Q4 2025, closing a stake of 448 shares — an estimated $223K sold.

Seamount Financial Group first reported a position in LMT in Q4 2023 and held it in 7 quarters. The position peaked at $261K in Q3 2024. 2,722 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

  • Seamount Financial Group reported no remaining Lockheed Martin position as of Q4 2025 after selling out during the quarter.
  • Seamount Financial Group sold 448 Lockheed Martin shares in Q4 2025, an estimated $223K.
  • Seamount Financial Group first reported a position in Lockheed Martin in Q4 2023 and held it in 7 quarters.
  • Seamount Financial Group's Lockheed Martin position peaked at $261K in Q3 2024.
  • 2,722 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on Seamount Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.