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 $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Shilanski & Associates's LMT Position: Q3 2025 in Review

Shilanski & Associates increased its Lockheed Martin (LMT) stake by 3.5% in Q3 2025, buying an estimated $93K and bringing the position to 6,100 shares worth $3.05M. The position accounts for 0.81% of the portfolio, ranked #44.

Shilanski & Associates first reported a position in LMT in Q3 2022 and has held it in 9 quarters since. The position peaked at $3.11M in Q3 2024. 2,585 funds tracked by Wall St. Rank hold LMT as of Q3 2025.

Shilanski & Associates held 6,100 shares of Lockheed Martin worth $3.05M as of Q3 2025.
Shilanski & Associates bought 205 Lockheed Martin shares in Q3 2025, an estimated $93K.
Lockheed Martin made up 0.81% of Shilanski & Associates's portfolio in Q3 2025, its #44 holding.
Shilanski & Associates first reported a position in Lockheed Martin in Q3 2022 and has held it in 9 quarters since.
Shilanski & Associates's Lockheed Martin position peaked at $3.11M in Q3 2024.
2,585 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2025.

Based on Shilanski & Associates's 13F filing for Q3 2025, filed 20 Oct 2025.