Shilanski & Associates’s Lockheed Martin LMT Stock Holding History

Shilanski & Associates’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 Q3	$3.05M	Buy	6,100 +205	+3%	+$93K	0.81%	44
2025 Q2	$2.73M	Buy	5,895 +87	+1%	+$40.7K	0.78%	41
2025 Q1	$2.59M	Buy	5,808 +487	+9%	+$224K	0.81%	36
2024 Q4	$2.59M	Buy	5,321 +4	+0.1%	+$2.18K	0.83%	39
2024 Q3	$3.11M	Sell	5,317 -149	-3%	-$80K	1.01%	36
2024 Q2	$2.55M	Buy	5,466 +12	+0.2%	+$5.55K	0.86%	39
2024 Q1	$2.48M	Buy	5,454 +51	+0.9%	+$22.4K	0.85%	38
2023 Q4	$2.45M	Buy	+5,403	New	+$2.39M	0.93%	36
2022 Q4	–	Sell	-1,185	Closed	-$458K	–	159
2022 Q3	$458K	Buy	+1,185	New	+$495K	0.17%	75

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

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return