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Signature Wealth Management Group’s Lockheed Martin LMT Stock Holding History

Signature Wealth Management 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
-683
Closed -$341K – 117
2025
Q3 		$341K Sell
683
-43
-6% -$19.5K 0.13% 96
2025
Q2 		$336K Buy
726
+8
+1% +$3.75K 0.13% 96
2025
Q1 		$321K Buy
718
+47
+7% +$21.6K 0.13% 100
2024
Q4 		$326K Sell
671
-13
-2% -$7.09K 0.13% 95
2024
Q3 		$400K Sell
684
-3,920
-85% -$2.1M 0.16% 86
2024
Q2 		$2.15M Buy
4,604
+57
+1% +$26.3K 0.94% 37
2024
Q1 		$2.11M Sell
4,547
-31
-0.7% -$13.6K 0.96% 36
2023
Q4 		$2.08M Buy
+4,578
New +$2.03M 0.96% 37
2023
Q2 		$2M Buy
4,347
+3
+0.1% +$1.39K 0.93% 41
2023
Q1 		$2.05M Sell
4,344
-108
-2% -$50.6K 0.97% 42
2022
Q4 		$2.17M Sell
4,452
-4,406
-50% -$2.05M 1.06% 38
2022
Q3 		$3.42M Sell
8,858
-326
-4% -$136K 1.74% 23
2022
Q2 		$3.95M Sell
9,184
-364
-4% -$160K 1.92% 12
2022
Q1 		$4.21M Buy
9,548
+592
+7% +$240K 1.9% 12
2021
Q4 		$3.18M Sell
8,956
-3
-0% -$1.04K 1.61% 31
2021
Q3 		$3.09M Buy
8,959
+273
+3% +$98.8K 1.72% 34
2021
Q2 		$3.29M Buy
+8,686
New +$3.34M 1.83% 24
2018
Q4 		– Sell
-180
Closed -$52K – 195
2018
Q3 		$52K Hold
180
– – 0.04% 110
2018
Q2 		$53K Hold
180
– – 0.04% 99
2018
Q1 		$61K Hold
180
– – 0.05% 92
2017
Q4 		$58K Buy
+180
New +$56.7K 0.04% 96

Other funds holding LMT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Signature Wealth Management Group's LMT Position: Q4 2025 in Review

Signature Wealth Management Group sold out of Lockheed Martin (LMT) in Q4 2025, closing a stake of 683 shares — an estimated $341K sold.

Signature Wealth Management Group first reported a position in LMT in Q4 2017 and held it in 21 quarters. The position peaked at $4.21M in Q1 2022. 2,727 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

  • Signature Wealth Management Group reported no remaining Lockheed Martin position as of Q4 2025 after selling out during the quarter.
  • Signature Wealth Management Group sold 683 Lockheed Martin shares in Q4 2025, an estimated $341K.
  • Signature Wealth Management Group first reported a position in Lockheed Martin in Q4 2017 and held it in 21 quarters.
  • Signature Wealth Management Group's Lockheed Martin position peaked at $4.21M in Q1 2022.
  • 2,727 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on Signature Wealth Management Group's 13F filing for Q4 2025, filed 15 Jan 2026.