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SS&H Financial Advisors’s Lockheed Martin LMT Stock Holding History

SS&H Financial Advisors’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 		$484K Hold
1,000
– – 0.14% 95
2025
Q3 		$499K Buy
+1,000
New +$454K 0.15% 94

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

SS&H Financial Advisors's LMT Position: Q4 2025 in Review

SS&H Financial Advisors held its Lockheed Martin (LMT) position steady in Q4 2025 at 1,000 shares worth $484K. The position accounts for 0.14% of the portfolio, ranked #95.

SS&H Financial Advisors first reported a position in LMT in Q3 2025 and has held it in 2 quarters since. The position peaked at $499K in Q3 2025. 2,720 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

  • SS&H Financial Advisors held 1,000 shares of Lockheed Martin worth $484K as of Q4 2025.
  • SS&H Financial Advisors left its Lockheed Martin share count unchanged in Q4 2025.
  • Lockheed Martin made up 0.14% of SS&H Financial Advisors's portfolio in Q4 2025, its #95 holding.
  • SS&H Financial Advisors first reported a position in Lockheed Martin in Q3 2025 and has held it in 2 quarters since.
  • SS&H Financial Advisors's Lockheed Martin position peaked at $499K in Q3 2025.
  • 2,720 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.