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Stephens Consulting’s Lockheed Martin LMT Stock Holding History

Stephens Consulting’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 		$7.74K Buy
16
+2
+14% +$957 ﹤0.01% 263
2025
Q3 		$6.99K Sell
14
-56
-80% -$25.4K ﹤0.01% 255
2025
Q2 		$32.4K Buy
70
+4
+6% +$1.87K 0.01% 225
2025
Q1 		$29.5K Hold
66
– – 0.01% 228
2024
Q4 		$32.1K Sell
66
-1
-1% -$545 0.01% 218
2024
Q3 		$39.2K Hold
67
– – 0.01% 208
2024
Q2 		$31.3K Buy
67
+22
+49% +$10.2K 0.01% 227
2024
Q1 		$20.5K Hold
45
– – 0.01% 244
2023
Q4 		$20.4K Hold
45
– – 0.01% 245
2023
Q3 		$18.4K Hold
45
– – 0.01% 252
2023
Q2 		$20.7K Buy
45
+1
+2% +$464 0.01% 235
2023
Q1 		$20.8K Hold
44
– – 0.01% 242
2022
Q4 		$21.4K Hold
44
– – 0.01% 225
2022
Q3 		$17K Hold
44
– – 0.02% 269
2022
Q2 		$18.9K Hold
44
– – 0.02% 250
2022
Q1 		$19.4K Sell
44
-3
-6% -$1.22K 0.02% 276
2021
Q4 		$16.7K Buy
+47
New +$16.3K 0.01% 329

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

Stephens Consulting's LMT Position: Q4 2025 in Review

Stephens Consulting increased its Lockheed Martin (LMT) stake by 14% in Q4 2025, buying an estimated $957 and bringing the position to 16 shares worth $7.74K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

Stephens Consulting first reported a position in LMT in Q4 2021 and has held it in 17 quarters since. The position peaked at $39.2K in Q3 2024. 2,720 funds tracked by Wall St. Rank hold LMT as of Q4 2025.

  • Stephens Consulting held 16 shares of Lockheed Martin worth $7.74K as of Q4 2025.
  • Stephens Consulting bought 2 Lockheed Martin shares in Q4 2025, an estimated $957.
  • Lockheed Martin made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #263 holding.
  • Stephens Consulting first reported a position in Lockheed Martin in Q4 2021 and has held it in 17 quarters since.
  • Stephens Consulting's Lockheed Martin position peaked at $39.2K in Q3 2024.
  • 2,720 funds tracked by Wall St. Rank held Lockheed Martin as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.